Transamerica

Sales

• Collaborate with assigned Regional Vice President (RVP) to evaluate sales opportunities, prioritize proposal volumes, develop strong broker relationships, and determine territory strategy to support broker development and sales results.
• Manage sales opportunity pipeline and analyze data provided to understand case complexity and requirements, determine the product offerings and plan designs that will best meet the client needs, and prioritize workload to meet client deadlines.
• Build competitive plan designs and determine the product offerings that will deliver the best value to clients using Employee Benefits product expertise and industry experience.
• Use digital platforms (proposal system, CRM) and associated workflows to manage sales opportunities from intake through implementation and ensure a smooth and optimal customer experience.
• Adhere to prescribed RFP and underwriting submission processes and ensure timely input and accuracy of recordkeeping.
• Manage request for proposal and quoting process including underwriting feasibility, experience evaluation and proposal accuracy.
• Adhere to compliance controls and evaluate risk factors to determine if the sales opportunity is appropriate to pursue.
• Partner with RVP and account management teams to identify cross selling opportunities.
• Support RVP in finalist presentations to align content with territory strategy and clearly communicate the value proposition of the product offering.
• Collaborate with the new business implementation team to support onboarding of new cases.
• Participate in internal and external implementation calls as needed.
• Develop framework and processes for the sales enablement organization leveraging expertise of process development, digital sales enablement tools (proposal system, CRM) and group and voluntary benefits products.
• Provide guidance to regional sales support team members by supporting training, complex problem resolutions, and roll out of new capabilities.
• Leader key broker relationships as assigned and maintain the support model applied by the team.
• Structure format and cadence for monthly reporting, communication guidelines, and direction on support needs identified by the Employee Benefits distribution channel leaders.
• Liaise with cross functional stakeholders to understand and support resolution of process gaps to optimize workflow and quality of team output.
• Undertake special projects as assigned to advance the employee benefits strategy and distribution model across sales channels.

Senior Regional Sales Specialist – Employee Benefits

Financial Planning and Analysis

• Lead enterprise strategic asset allocation (SAA) across product segments, including target-setting, constraints, and rebalancing frameworks.
• Oversee ALM policy, integrating interest-rate, credit, liquidity, and liability-driven metrics across IFRS/GAAP/Statutory/Bermuda views.
• Establish investment risk and assumption frameworks, including return expectations, credit loss/prepayment, alternative return assumptions.
• Direct enterprise stress testing, scenario design, and crisis playbooks with clear capital/liquidity escalation actions.
• Guide portfolio optimization and surveillance, including look-through analytics, relative-value frameworks, and tactical adjustments.
• Embed investment assumptions into pricing, earnings plans, and capital-efficient product designs, partnering with Actuarial and Product.
• Lead investment support for reinsurance and M&A initiatives, including asset segmentation, diligence, and post-close integration.
• Manage rating-agency engagement, crafting the investment narrative and coordinating materials for reviews, updates, and surveillance.
• Chair the asset assignment process - define transaction review standards, portfolio acceptance criteria, and manager execution guardrails.
• Drive integration of multi-manager/OCIO/affiliated AM operating models and ensure clarity of ownership across investment activities.
• Lead investment governance routines and produce investment committee and board-level materials with clear, actionable insights.
• Mentor and develop a team of strategists/analysts, fostering analytical rigor, communication excellence, and culture of disciplined execution.

Head of Investment Strategy

Insurance

• Perform analysis, due diligence, implementation management, and ongoing monitoring of product offerings through World Financial Group or Transamerica Financial Advisors
• Maintain a robust database of approved products and analyze new product requests for expanded company offerings in alignment with strategic objectives
• Review products for approval to sell on WFG/TFA company platforms for either life and fixed/variable annuity insurance products, or mutual fund, money management, and retirement products
• Perform initial intake, data collection, product analysis, and alignment with existing offerings of like products on the shelf
• Prepare and present findings to the Product Review Committee and other stakeholders
• Direct product implementation process to set up approved products on appropriate platforms including but not limited to those used for marketing, compensation, data aggregation, and supervision
• Maintain detailed competitive intelligence data to proactively ensure company product offerings are compensative and priced appropriately for the marketplace
• Collaborate with Marketing, IT, Operations, and Supervision to ensure published product information is accurate and kept up to date for use by leadership and field professionals
• Perform ongoing monitoring and prepare periodic reports of carriers to make sound business decisions and to satisfy governance and regulatory reporting requirements
• Coordinate life and annuity offerings from the same enterprise distinguishing between subsidiary life or annuity manufacturing entities they may offer
• Develop and maintain in-depth knowledge of available products to answer inquiries from staff and external parties
• Assist in the training of supervisory staff on the nuance of the products and any complexities
• Assist the leader of supervision in configuration of supervision and surveillance business intelligence for oversight
• Create reports (e.g. product comparison, market share, competitive intelligence, etc.)

Product Due Diligence Analyst – Securities/Insurance

Project Manager

• Serve as project manager for a single project, or multiple small projects.
• Responsible for meeting timelines, budget, quality and resource commitments for project(s).
• Manage and coordinate project direction from analysis through implementation.
• Actively manage the assembling of the project team, determining project task assignments, identifying resource requirements, developing and maintaining project schedule, coordinating the project activities and adhering to project deadlines.
• Responsible for managing the scope of the project and escalating changes as appropriate.
• Provide regular updates to users and managers on work performed, plans, budget and overall status.
• Conduct team meetings, communicate updates to the team.
• Design and implement project organizational structure that is cost effective and efficient.
• Constantly search for process improvement opportunities.

Project Manager – People and Places

Compliance

• Review and approve company, product, and producer advertising materials in accordance with company guidelines and applicable state/federal rules and regulations.
• Review advertising material submitted by financial professionals; ensuring uniform application of departmental and regulatory policies.
• Monitor and review social media and web content published or maintained by financial professionals and assist in the remediation of any violations discovered.
• Provide guidance and support to business partners (e.g., Sales and Marketing) in their creation of business content and work to identify possible solutions to accomplish their advertising goals while mitigating risk.
• Update and maintain complete and accurate compliance logs or files to aid in reporting to senior leadership and regulators.
• With minimal supervision, perform analysis, identify trends, and follow up on opportunities for enhancement.
• Assist team members with research and assigned tasks; provide training to supported teams and contribute to the development of new and/or enhanced compliance programs.
• Research, analyze and interpret current, new, and proposed regulatory requirements (e.g., statutes, regulations, bulletins) to determine impact to organization.

Senior Compliance Analyst – Advertising Review

• Manage a team of branch examiners, providing ongoing training, guidance, and support to ensure accuracy and consistency in the application of firm policy and regulatory standards.
• Oversee inspections to ensure branch examiners adhere to department policies and procedures.
• Develop and maintain inspection program material, including updates to modules and communications, and conduct periodic testing of inspection modules and collaborate with the platform vendor as needed.
• Prepare for and perform on-site reviews, including examining books and records, computer systems, and physical premises to identify policy and regulatory gaps.
• Develop and provide training to WFG and TFA financial professionals to close knowledge gaps or course correct trends (e.g. creating bulletins, resource guides, and/or providing guidance to the field as appropriate).
• Monitor regulatory changes and analyze impact to policies and procedures, taking action as appropriate.
• Develop and deliver comprehensive quarterly and ad hoc reporting that synthesizes examination findings, tracks corrective actions, and provides senior leadership with clear insights to drive informed decision‑making and operational accountability.
• Foster collaborative and productive relationships with the field, various home office personnel, vendors and other internal and external partners.
• Support and drive the continuous improvement of team performance by tracking KPIs, recommending enhancements to core processes, and helping implement tools or solutions that improve workflow efficiency.

Compliance Manager – Branch Inspections

Director

• Develop and execute the Technology-wide vendor management strategy for IT services, software, infrastructure, and outsourcing.
• Establish governance frameworks for vendor selection, onboarding, performance monitoring, and offboarding in partnership with global risk and strategic sourcing teams.
• Lead vendor scorecard development and quarterly business reviews to ensure service delivery, SLAs, and KPIs are met.
• Partner across enterprise functions to ensure performance and governance frameworks are supportive of organizational guiderails and goals.
• Foster strategic partnerships with key vendors to drive innovation, cost savings, and continuous improvement.
• Act as a point of escalation to resolve vendor disputes and support issue resolution.
• Collaborate with procurement and legal to negotiate contracts, renewals, and amendments.
• Monitor and forecast vendor spend and identify cost optimization opportunities.
• Support IT teams in defining objective terms and expectations for vendors that align execution with expected outcomes.
• Ensure vendors comply with regulatory, cybersecurity, and data privacy requirements.
• Conduct risk assessments and implement mitigation plans for critical vendor relationships in alignment with third-party risk management.
• Partner across enterprise functions to ensure that global standards and expectations are enforced while representing Enterprise Technology in processes and ways of working.
• Partner with IT service owners, finance, and business stakeholders to align vendor pool and capabilities with technology roadmaps.
• Lead vendor-related transformation initiatives, including outsourcing transitions and vendor consolidation.

Director, IT Vendor Liaison

Actuary

• Lead and coordinate User Acceptance Testing (UAT) for actuarial models, ensuring functionality aligns with business requirements and regulatory standards.
• Perform technical reviews of model changes, validating assumptions, methodologies, and coding for accuracy and compliance.
• Support development and maintenance of Trinity models, including enhancements for new product features and regulatory updates.
• Collaborate with valuation, pricing, and risk teams to ensure consistency across modeling platforms.
• Document and communicate testing results, technical findings, and recommendations to stakeholders.
• Drive process improvements and automation in model validation and testing workflows.
• Monitor emerging regulatory and accounting standards impacting actuarial models and incorporate necessary changes.
• Provide technical guidance and mentorship to junior team members.
• May manage a small team.

Actuary – VA Model Development, Validation

Vice President

• Responsible for the distribution of Transamerica products for a defined territory.
• Develop new business and maintain existing business relationships by conducting in-person sales meetings.
• Provide advisers with up-to-date information on Transamerica products and business building ideas.
• Reach out to prospective advisers within market to grow Transamerica’s sales and market share.
• Manage business in partnership with Internal Wholesaler.
• Allocate resources provided by Transamerica Capital, Inc.
• Participate in Transamerica national and summer sales conferences, bi-annual regional sales meetings, training, and sales meetings as required.
• Stay compliant in accordance with Transamerica Capital, Inc. rules, policies and procedures.
• Stay current on Transamerica products.

Regional Vice President, Annuities

Marketing

• Execute cross-functional marketing campaigns to support the sale of company products and services in life insurance.
• Manage digital and promotional activities related to strategy, execution and reporting.
• Handle multiple components of marketing campaigns for all mediums, including websites, social media, blogs, email and collateral.
• Participate in discussions on marketing planning, campaign development, and program execution.
• Help evaluate project effectiveness using qualitative and quantitative methods.
• Partner with the creative team to create marketing assets and copy for assigned campaign work.
• Adhere to established processes and workflows related to end-to-end campaign strategy and execution.
• Assist in campaign analytics reporting and review; help create plans based on learnings, and translate into actionable plans.
• Partner closely with Sales and Product partners to develop and execute campaigns.

Channel Marketing Specialist

Counselor

• Provide general product information to customers making inquiries via phone and email.
• Meet production goals as outlined in the training program, including monthly activity, client appointments, and new accounts.
• Explain and ensure customers understand product options for routine inquiries; educate and make recommendations when appropriate for Brokerage Individual Retirement Accounts (IRA).
• Learn all systems and products, including applicable regulations and compliance guidelines.
• Complete training and development programs to prepare for licensing
• Learn financial planning concepts, tools, and compliance requirements.
• Document activities in Salesforce and other customer relationship management (CRM) systems as required.
• Engage in skill-building activities and mentorship aimed at progressing into fully licensed advisor roles.
• Provide operational and administrative support to the Advice Center sales team.

Financial Counselor – Retirement

• Learn all products in assigned specialty area, including awareness of competitive offerings and regulations.
• Explain and ensure customers understand product options for routine inquiries; make product recommendations.
• Identify if there are multi-product needs and connect customers to other product specialists.
• Work with relationship managers and fulfillment analysts to initiate product requests.

Retirement Plan Specialist I – Financial Advisor

Platform Engineer

• Lead the design, development, and evolution of monitoring solutions in support of IT operations systems, infrastructure, and applications, Cloud and On premises.
• Provide technical leadership for business and technical analysis and architectural reviews with customers.
• Lead and continuously improve enterprise scale continuous integration/continuous delivery (CI/CD) processes and pipelines.
• Drive strategy and implementation of automated monitoring and alerting across platforms and services.
• Oversee the design and development of ingest pipelines, visualizations, and dashboard capabilities for structured and unstructured data.
• Lead the design and implementation of triggered alert functionality, including on screen alerts and event integrations with ITSM and Event Management Platforms.
• Provide escalation support and leadership for day-to-day Request and Incident ticket work as necessary.
• Lead collaboration with stakeholders to gather requirements, develop solution designs, and ensure scalability, resiliency, and efficiency of platform architectures.
• Establish and govern system guidelines, process documentation, and training materials for the organization.
• Proactively assess and lead responses to emerging requirements and ambiguous technology decisions.
• Lead and coordinate IT and business unit projects related to platform and collaboration solutions, including acquisitions, divestitures, and migrations.

Lead Platform Engineer

Regional Vice President, Mutual Funds

Manager

• Provides management and supervision for the Network Operations team within the IT organization.
• Collaborate with other IT leaders, business leaders, technology/business consultants, the various IT functional areas, and outside consultants to support the requirements of the business.
• Participate in strategic planning and decision-making related to Network services (Data Center Networks, Cloud Network, Office Wireless, F5, Firewalls, Circuit).
• Directs Network technology operations ensuring SLA’s and processes are followed related to change, incident and problem management.
• Directs multiple functions in a highly technical and strategic area
• Directs management activities and initiatives; supervises managers and supervisors, as well as consultants and professional staff
• Oversees services provided to multiple internal and external customers, focusing on one or more business segments
• Interacts and communicates frequently with executive management, providing thorough feedback and excellent recommendations
• Directs the development and implementation of integrated IT initiatives to support business strategies
• Leads the development of standards and decisions regarding changes to systems/applications
• Alignment with IT strategy and plan to support multiple business units, which may include analyzing new emerging technologies and translating implications of the new technology in operational models.
• Provides enabling technologies that make it easier for customers and suppliers to do business as well as increase revenue and profitability
• Integrates high-quality, low-cost services across multiple businesses and customers
• Manage technology budget
• Partner with procurement team and vendors for management of network services