Transamerica

Backend Engineer

• Lead the design and development of enterprise-wide solutions that directly impact agent productivity and business growth.
• Architect API-first integrations, evaluate and implement SaaS platforms, and build scalable cloud-native applications using our preferred technology stack.
• This role focuses heavily on SaaS platform integrations, third-party vendor collaboration, and creating unified experiences for diverse agent personas from new recruits to executive leaders.
• Design and implement SaaS-first integration strategies, prioritizing platform evaluation and integration over custom development
• Architect API-first solutions that enable seamless connectivity between agent tools, carrier systems, and business platforms
• Lead technical evaluation and integration of enterprise SaaS platforms (Salesforce, ServiceNow, Fidelity, Rightbridge, Equisoft, Broadridge) to support agent workflows
• Collaborate with and lead third-party vendors to build joint integrations that enhance agent productivity and reduce manual processes
• Recommend solutions which take into consideration costs, business needs, and system impacts.
• Serve as a subject matter expert for a wide range of areas, applications, and technologies;
• Develop scalable cloud-native applications on AWS that support 200k+ concurrent users and business growth targets
• Translate agent workflow requirements into technical solutions that improve first-call resolution rates and reduce support complexity
• Learn and keep pace with the latest advances in the field and rapidly grasp new technologies to support the environment and contribute to project deliverables.
• Implement event-driven architectures and microservices that support real-time agent performance insights and business analytics
• Mentor development teams on modern .NET 8+ practices, minimal APIs, and cloud-native design patterns
• Drive DevOps practices and CI/CD automation to accelerate delivery of agent-facing capabilities.

Specialist Software Engineer – Backend, .NET

Risk

• Serve as a leader for the Protection Solutions and Savings Investment (PS&SI) first line risk program.
• Ensure risk considerations are embedded across the company and oversee identification, assessment, monitoring, and reporting of key risks.
• Manage relationships with senior business partners to effectively maintain the company’s risk profile.
• Lead a functional business risk team and manage end-to-end risk activities, including controls, risk evaluation, and remediation.
• Oversee risk management and remediation for major PSSI business initiatives.
• Recommend process and control improvements to enhance risk mitigation, efficiency, and quality.
• Manage risk issue activities, including identification, root cause analysis, action planning, and reporting outcomes to management.
• Challenge process and business owners on remediation plans to ensure adequacy of actions.
• Advise executive leadership on complex risk matters requiring judgment and resolution.
• Provide guidance on control design, documentation, and automation opportunities during process mapping.
• Support senior leaders on projects and strategic initiatives with risk-related decisions.
• Develop and maintain regular business risk reporting for PSSI.
• Build relationships with senior leaders and stakeholders to strengthen risk culture.

Director, Business Risk

Financial Planning and Analysis

• Leads and manages business analyses and modeling projects and programs within Valuation and ALM areas.
• Provides lead project management support to senior management of Transamerica for large, complex projects, including those managing financial and operational risks.
• Supports VA and RILA quarterly IFRS reporting and commentary.
• Supports research and transition to GAAP valuation reporting.
• Provides analysis of quarterly attribution process on BEL and CSM movements.
• May lead a staff of Risk and actuarial professionals.

Senior Risk Analyst – Finance, Product

Chief Operating Officer

• Develop, implement, and maintain the operating strategy for WFG to successfully align with the vision for accelerated growth.
• This includes delivering connected digital solutions in the business-to-business marketplace (B2B), finding efficiencies and reducing friction in all aspects of serving our agents, overseeing low-code-business owned configuration team, data stewardship and strategy customers, partners, and future market position.
• Lead all operating activities across WFG and own the execution of strategic initiatives for enhanced agent experiences and profitable outcomes in the US and Canada.
• Drive innovative and integrated API infrastructure technology solutions to support a cloud-native, digital-first operational environment for agents, registered representatives, employees and partners in a client-led, B2B business model.
• Manage all aspects of a multi-million-dollar operational budget, to deliver on goals, to manage within expense guidelines, to drive efficiency, reduce cost and ensure profitable operations while balancing a positive agent/client experience.
• Champion the identification and mitigation of organizational risks within the business unit and agency structures.
• Drive high-quality execution and operational excellence by communicating clear direction and expectations.
• Build and manage with strong compliance, regulatory & industry ethical standards.
• Lead, coach, and mentor a team of 120+ individuals.
• Promote and foster employee engagement and well-being by driving collaboration, innovation, transparency, inclusion and trust across the function and organization.
• Build high performing, diverse teams to meet business needs.
• Provide superb coaching.
• Represent the Company on industry committees and before regulators regarding various regulatory issues in the US and Canada.
• Serve as a strategic change leader to drive digital adoption for profitable business results.

Compliance

• Direct the day to day operations of the compliance department.
• Analyze and resolve problems regarding state insurance departments complaints, changes in laws and regulations, investigations (AML, fraud, market conduct) or filings/correspondence with state insurance departments.
• Develop and execute oversight programs for agents, agencies and broker dealers selling insurance and annuity products.
• Monitor agent, agency, and broker dealer activities for compliance with state, federal, and company regulations.
• Review sales practices, suitability, and documentation to ensure adherence to standards.
• Analyze trends and patterns in agents performance and compliance issues to recommend training and process improvements.
• Lead a team responsible for insurance and annuity agent monitoring, support and compliance.
• Identify and assess potential compliance risks related to agent behavior and sales practices.
• Direct and assign projects to technical and administrative staff.
• Review projects for completeness and overall performance of compliance department staff.
• Determine impact on administrative and marketing functions in regard to legislation changes.
• Assist in the development of new marketing materials and concepts.
• Create response to complex complaints.
• Oversee complex investigations.
• Initiate projects to improve the efficiency of the compliance department.
• Develop analytical abilities of technical staff to enable them to achieve degree of expertise.
• Establish departmental policies and procedures.
• Prepare reports on operation of department.
• Represent the company at various industry related meetings.
• Assist in evaluating overall Compliance Risk factors.
• Assist the legal department with state insurance department audits, corporate audits, and internal audits.
• Support and drive the continuous improvement of team performance by tracking key KPIs, recommending enhancements to core processes, and helping implement tools or solutions that improve workflow efficiency.

Compliance Manager – Agent Regulatory Compliance, Agent Misconduct

General Counsel

• Provide legal advice and support in the development, maintenance and offering of life insurance products and services for our Individual Life Insurance division.
• Will also provide support for our supplemental health insurance products and services for our Group Employee Benefits division.
• Prepare, review and negotiate legal contracts, documents and agreements, including marketing, distribution, administration, TPA and/or vendor agreements for the review of senior team members.
• Advise on legal risks and potential impacts of business decisions, as well as escalated claims and consumer complaints.
• Monitor, review and interpret relevant changes in laws, rules and regulations, particularly those related to insurance regulations.
• With guidance from a senior attorney, educate business partners of the potential impact to Transamerica’s life insurance and supplemental health insurance products, work cross-functionally with compliance, product, and operations to comply with applicable laws and regulations while minimizing client impact.
• Draft regulatory responses, disclosures, and other correspondence that may include Market Conduct issues for the review of senior team members.
• Collaborate with internal compliance teams to develop and implement policies and procedures to mitigate legal risks.
• Work on legal issues where analysis requires identification and evaluation of multiple factors.
• Review and interpret laws and regulations as they relate to employer groups, associations, labor unions, and other non-employer groups to ensure they comply with state law prior to issuing policies.

Counsel 2 – Insurance Regulatory Counsel, Life Insurance/Employee Benefits

Onboarding Specialist

• Oversee the onboarding of new plan sponsor retirement plans and the conversion of existing plans from other providers.
• Provide customized service and communications throughout the installation process to ensure deliverables are met.
• Manage relationships with plan sponsors, financial advisors, third party administrators, and associated stakeholders.
• The senior role is responsible for onboarding mid and large plan sponsors with high employee counts, requiring in-depth retirement plan knowledge and installation process expertise.
• Serve as a mentor to more junior staff.
• Manage the installation of defined contribution retirement plans, during start up or conversion, for single employer and multiple employer plans.
• Analyze deliverable dates and timetables to create detailed project plans encompassing all aspects of the installation.
• Evaluate timelines for liquidation of investments and receipt of plan data from prior providers.
• Delegate and monitor record keeping setup, asset transfer, allocation, and first deposits.
• Ensure plan set up consultants prepare documents related to plans and contracts, including employee disclosure material required to establish a new retirement plan.
• Conduct consultative discussions for plan reviews and assist plan sponsors with compliance questions related to plan design.
• Serve as primary plan sponsor contact during the installation process to ensure all aspects of the transition process meet client expectations.
• Analyze data, conversion, payroll, and census files received from the client to assess the accuracy and consistency of information.

Senior Client Onboarding Manager

Systems Engineer

• Leads the effort in which the BSA group conducts business process analyses and needs assessments in an effort to align information technology solutions with business initiatives.
• Use Business Process Modeling techniques and tools to create business process models.
• Lead effort to develop new or revised processes or procedures in lieu of system development.
• Facilitates the elicitation of business and systems requirements, utilizing comprehensive understanding of applicable business systems and industry requirements.
• Provides leadership to analyze business unit requests and understand business requirements.
• Work with various technical staff members to determine possible solutions and communicate business and system impacts to IT and Operations staff.
• Prepare complex documentation for business and system requirements in various formats.
• Leads project teams that are developing or modifying highly complex information systems.
• Includes leading the analysis and documentation of business and system requirements.
• Conducts research and analysis to quantify business opportunities and develops formal recommendations to management.
• Participates in the Enterprise Architecture program. This may involve providing input as to how data is created, stored and used (re used) as it relates to our business processes.
• May use project management and program management methodologies to support a systems development methodology to meet project deliverables.
• May be responsible for instructing, directing, mentoring, and checking the work of other business systems analysts.
• Plans, conducts and may supervise assignments.

Lead Business Systems Analyst

Sales

• Provide leadership to a diverse team of financial services learning professionals.
• Create a learning ecosystem of instructional design, product, sales training, and in-person coaching to educate and engage external agents and financial advisors, and internal sales and distribution colleagues.
• Build relationships and collaborate with cross-functional teams in the design and implementation of innovative learning solutions.
• Develop and manage the strategic roadmap for the learning and development function across the business.
• Collaborates with stakeholders to develop strategic training plans that align with business goals and needs
• Leads a team of learning professionals; provides guidance, support, and development opportunities.
• Design and deliver user-centric learning programs, leveraging a variety of delivery methods, strategies, and technologies
• Lead by example and can deliver training education programs virtually and in-person.
• Evaluate training effectiveness and return-on-investment (ROI) of training initiatives.
• Collaborate with divisional leadership and senior management while utilizing customer feedback to develop robust learning plans.
• Develop and monitor metrics to measure the impact of learning programs on business outcomes.
• Stay current with industry trends and best practices in learning and development to continuously innovate learning programs.
• Serve as a thought leader and internal consultant on learning and development-related topics.
• Ensure compliance with relevant regulations and policies.

Director, Sales Training

Project Manager

• Managing projects, which involves determining project deliverables and timelines, developing a project plan and managing to the plan, coordinating and leading meetings, preparing meeting minutes and status reports.
• Working with team members to resolve issues.
• Coordinating activities of a project team which may include individuals from multiple teams, departments and locations.
• Manage and deliver assigned projects to agreed timescales, budgets and quality standards
• Have an understanding of CFO/Finance business units; actuarial, financial reporting, accounting, etc.
• Navigate the project intake and IT processes to ensure effective management of IT enabled projects
• Develop relationships and expertise within the divisions to provide continued value-add services.
• Assist internal stakeholders with navigating service requests; providing escalations as necessary.
• Support business units in creating a business case, including cost benefit analysis, scope documents, project plans, and help stakeholders make prioritization decisions
• Execute Project Management methodologies; primarily Waterfall and Agile methodologies

Senior Project Manager – Finance PMO

Software Engineer

• Develops specifications and technical design for complex projects.
• Models business processes and data.
• Assists in creation and execution of test plans for integration and system tests.
• Designs, codes, tests, and documents programs and sub-systems.
• Designs systems, sub-systems or programs.
• Coordinates with co-workers, clients, operations, technical support, and vendors.
• Interfaces with clients to determine requirements, resolve problems, and perform testing.
• Analyzes system and program requirements for complex projects.
• Identifies multiple solutions to complex problems.
• Designs and develops specifications for complex or cross-functional systems and data structures.
• Analyzes and recommends tools.
• Plans and completes complex IT projects.
• Champions standards, SOX, and best practices.
• Demonstrates advanced understanding of software development and research tools.
• Is a resource to others in solving problems and works independently.
• Prepares presentations and leads meetings.