Transamerica

Customer Support

• Use exceptional customer service and interpersonal skills to answer calls regarding retirement, life, and annuity investment products.
• Identify customer needs and provide personalized service to ensure positive and meaningful outcomes; engage more knowledgeable team members for complex issues and situations.
• Locate/research information using multiple systems/technologies.
• Coordinate with cross-functional departments to obtain and/or provide necessary information to resolve issues.
• Document customer inquiries and associated actions; follow-up on outstanding items in a timely manner.
• Learn and maintain a proficient understanding of products, procedures, and systems.
• Achieve department metrics and expectations.
• Participate in a team based environment to achieve department goals.

Customer Care Representative – Life Insurance

Financial Planning and Analysis

• Define and operationalize expense levers
• Clearly define and maintain an enterprise-aligned framework for Controllable vs. Non-Controllable and Fixed vs. Variable expense categories
• Translate these definitions into management action levers to defend or grow earnings
• Partner with Distribution leadership to embed this framework into planning and decision cycles
• Build and manage a portfolio of risks and opportunities
• Proactively identify, quantify, and track risks and opportunities across Distribution OpEx
• Actively lead the development of new opportunities, informed by business strategy and operational insights
• Partner cross-functionally to operationalize mitigation and acceleration plans
• Develop dynamic forecasting and projection capabilities
• Design and own transparent, flexible, and data-driven projections to support monthly forecast cycles, annual planning, and long-range strategy
• Enable scenario modeling, sensitivity analysis, and earnings impact quantification
• Enhance ROI analytics
• Increase rigor and discipline around ROI analysis for both recurring management actions and new initiatives
• Establish frameworks for expected vs. realized benefit measurement
• Drive fact-based decisioning for resource allocation and expense optimization
• Deliver clear, succinct, and actionable insights
• Provide senior leadership with insightful readouts on what is changing, why, and recommended actions
• Ensure messaging aligns with Distribution and enterprise strategic objectives
• Influence and challenge stakeholders when needed through strong storytelling and analytics
• Stand up and lead monthly OpEx governance
• Build and run a recurring, reliable, transparent, and insightful monthly OpEx results process
• Partner with budget owners to review results, drivers, variances, and forecasts
• Ensure accuracy, timeliness, and leadership-ready outputs
• Build subject-matter command of Distribution OpEx
• Maintain comprehensive understanding of all expense categories, funding mechanisms, headcount, compensation structures, technology and operations cost drivers, and vendor spend
• Serve as the go-to expense authority for Distribution leadership
• Leverage and extend Transamerica best-in-class OpEx processes
• Fully adopt and champion Transamerica’s best-in-class OpEx methodologies
• Identify opportunities to automate, streamline, or improve processes
• Drive consistency and discipline across Distribution expense workflows
• Redesign and manage headcount intake and approval process
• Redesign headcount intake and governance using enterprise best practices
• Partner with HR, FP&A, and Distribution leaders to ensure transparent, well-documented, and efficient approval flows
• Evaluate headcount requests for strategic fit, ROI, funding availability, and long-term implications

Lead Specialist, Financial Analysis - Expense Management

Account Executive

• Responsible for retirement plan asset retention and client satisfaction for assigned clients with 401(k) plans, DB or MEP plans.
• Handles relationship management through required client visits and proactive phone contact.
• Represents the company in retention situations and new sales, including formal presentations for the purpose of maintaining, retaining, and gathering retirement program assets to drive profitability and help participants achieve retirement readiness.
• Conduct required number of annual plan reviews, investment reviews and service meetings with clients and brokers.
• Bring consultative elements to relationships with the goal of enhancing client, advisor and TPA loyalty.
• Serve as the escalation point for resolution of non-routine issues related to service, including researching and identifying the root cause, designing a strategy to resolve issues and managing resources to resolution.
• Consult with clients and brokers on qualified plan design issues.
• Interpret and explain plan provisions to accomplish client goals.
• Forward requests for plan amendments through appropriate channels for processing.
• Adhere to process and documentation standards to minimize operational risk and loss.
• Interpret discrimination testing rules and results.
• Consult on solutions to failed testing.
• Drive cross sell opportunities to enhance individual client and enterprise profitability.
• Consult with clients and advisors on plan enhancements or upgrades including conversion of older investment contracts to newer products.
• Submit conversion approval requests.
• Analyze client's current service agreement and investment contract to the provisions under the proposed conversion.
• Submit a client conversion application for processing.
• Keep clients and advisors apprised of product and service enhancements, including changes in investment options.
• Train clients on company processes, procedures and resources, including all systems/technology for participants and plan sponsors.
• Consult with clients on plan termination issues.
• Submit plan termination requests for processing.
• Consult on participant communications strategy and options with clients and advisors.
• Schedule workshops and facilitate fulfillment of enrollment materials.
• Report back to clients and advisors on success of strategies and programs.
• Consult with clients and advisors on plan options in advance or following a corporate action, such as a company merger or acquisition.
• Assist the Sales team with finals presentations, acting as the subject matter expert on topics such as the company service model, installation process, ongoing administration, plan design, communications programs and procedures.
• Contribute to and participate in department and organization-wide projects designed to enhance service, improve internal training, and improve client satisfaction and retention.

Senior Client Executive

Risk

• Execute complex risk analysis, modeling, and reporting activities supporting IFRS 17 and U.S. GAAP frameworks for VA/RILA products.
• Quantify and analyze key risks, including equity market risk, interest rate risk, cash flow variability, credit risk, liquidity risk, and hedging impacts, with emphasis on their financial reporting implications.
• Support the production, validation, and interpretation of IFRS 17 results, including drivers of movement, sensitivities, and disclosure support.
• Provide analytical support for GAAP conversion processes.
• Partner with actuarial modeling, ALM, finance, and investment teams to assess model results, assumptions, and controls impacting financial statements.
• Effectively communicate complex analytical results to team leaders through clear documentation, presentations, and executive‑level summaries.

Senior Risk Analyst – Annuities

• Partner closely with the Investment Office to deliver independent, forward-looking operational risk assessments across business activities, programs, and initiatives.
• Serve as a trusted advisor and operational risk subject matter expert, providing credible challenges and practical guidance to investment leadership and management.
• Shape and advance the operational risk strategy for the Investment Office, including annual priorities, objectives, and risk maturity goals.
• Lead enterprise grade Process Risk Assessments, translating results into clear, actionable insights for senior leadership.
• Own the end-to-end lifecycle of risk issue management, from identification and root cause analysis through action tracking, escalation, and outcome reporting.
• Develop and maintain the quarterly Investment Office operational risk profile, highlighting key risk themes, trends, and emerging exposures.
• Challenge the design and effectiveness of processes and controls, recommending enhancements that improve resilience, efficiency, and execution quality.
• Assess the adequacy of management decisions and actions through a risk lens, providing independent oversight and constructive challenges.
• Drive adherence to the Global Operational Risk Management framework, including risk assessments, KRIs, scenario analysis, and risk reporting.
• Collaborate across Risk, Compliance, IT, Internal Audit, and global ORM partners to strengthen risk practices, share insights, and embed a strong risk culture.

Senior Manager, Operational Risk – Investment & Asset Management

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.
• 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.
• Determine education options and delivery methods best suited for plan sponsors and participants.
• Delegate and monitor record keeping setup, asset transfer, allocation, and first deposits, including education.

Senior Client Onboarding Manager – Large Market

General Counsel

• Consult with and advise organization on appropriate legal action.
• Manage legal matters provided to a number of in-house constituents, including senior management, within practice area(s).
• Work on complex problems where analysis requires identification and evaluation of multiple factors and that impact significant areas of the company.
• Advise business on issues impacting significant functional areas of the company.
• Negotiate difficult disputes that may have a serious impact to the company.
• Identify areas where new documents/templates are necessary.
• Manage legal matters handled by outside counsel.
• Select outside counsel for matters from pre-selected counsel.
• Provide significant input in evaluation of panel counsel within area/areas of expertise, to the extent panel counsel program is used in practice area.
• Identify gaps in corporate policies related to legal issues and works on addressing those gaps.
• May have limited budgetary responsibility for specific cost center(s).
• May manage and train more junior attorneys within practice area(s).
• Largely work with independent judgment, consulting with more senior attorney as needed.
• Identify needs for, participate in, and lead departmental and cross-functional working groups in identified areas of expertise or development; engage with senior leadership of the company on legal matters with minimal supervision.
• Responsibilities include: Negotiate high value vendor agreements; assist with internal policy review and revisions; assist with regulatory responses within specific practice area.
• Working knowledge of data privacy and security requirements within the US and EU for resolution of collaboratively resolving with our dedicated Privacy and Security Legal Team.
• Build and continuously improve the commercial legal operating model: playbooks, self-service tools, escalation frameworks, and process improvements that increase capacity and reduce cycle times.

Assistant General Counsel – Commercial Transactions

Manager

• Facilitate discovery with business sponsors and supporting stakeholders for all projects prioritized by senior leadership.
• Coordinate with strategic planning contacts across the organization, (including technology as a key stakeholder), to document holistic business needs during the strategic planning process.
• Manage the timing of inputs/outputs that drive strategic project prioritization.
• Identify integrations across the organization that impact the group.
• Establish and maintain strong relationships with supported groups and project teams.
• Serve as the escalation point to resolve conflicts on priorities, goals, strategies, resources and key initiatives.
• Create and deliver strategic presentations, story boards, etc. tailored for specific audiences.

Strategic Business Planning Manager – Retirement & Employee Benefits

• Support the selection, diligence, onboarding, and ongoing oversight of third-party asset managers
• Support and/or lead the due diligence of individual investment opportunities and new investment strategies, including underwriting, documentation review, and committee presentations
• Support and/or lead the day-to-day management of the structured asset and real estate portfolio
• Support and/or lead the development and implementation of investment and risk management strategies, portfolio optimizations, and portfolio construction
• Monitor market developments, conduct in-depth sector and collateral research, and formulate investment views to support the management of the portfolio
• Lead the development of quantitative modeling frameworks, portfolio management tools, and the onboarding and integration of new technologies
• Partner with internal and external stakeholders to lead strategic initiatives focused on delivering superior investment results and maximizing value creation.

Portfolio Manager, Structured and Real Estate

• Provide timely, business-oriented, legal advice and recommended solutions.
• Draft, review and negotiate various procurement contracts such as: software/technology licenses, professional/consulting services, outsourcing, statements of work, service agreements, etc.
• Collaborate with and facilitate cross-functional team decision making as it relates to supported projects and agreements.
• Review and draft documents and templates.
• Handle special projects as assigned.

Commercial Transactions Attorney – Counsel 2

• 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.
• Transition 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 in consideration of SOX blackout and plan effective dates.
• Determine education options and delivery methods best suited for plan sponsors and participants, and coordinate with trainers to initiate.
• Manage transition of funds out of blackout to the service team within set timetable.
• Delegate and monitor record keeping setup, asset transfer, allocation, and first deposits, including the education, integration, and mapping of payroll files/methods.
• Ensure plan set up consultants prepare documents related to plans and contracts, including employee disclosure material required to establish a new retirement plan.
• Create and ensure regulatory notices are accurate and distributed to participants on time.
• 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.
• Notify the plan sponsor and internal/external contacts of issues that may impact the success of the transition.
• Plan and execute internal and external communications with plan sponsors, financial advisors and third-party administrators based on client preferences and culture.
• Manage relationships with internal partners, sales executives, plan sponsors contacts, financial advisors and third parties throughout the installation process to ensure deliverables are met.
• Confirm the accuracy and delivery of enrollment materials to participants once plans are in place.

Intermediate Client Onboarding Manager – Mid-Market Retirement MEPs/PEPs

Data Engineer

• Work collaboratively with other engineers, data scientists, analytics teams, and business product owners in an agile environment
• Architect, build, and support the operation of Cloud and On-Premises enterprise data infrastructure and tools
• Design robust, reusable and scalable data driven solutions and data pipeline frameworks to automate the ingestion, processing and delivery of both structured and unstructured batch and real-time streaming data
• Lead the development of data APIs and data delivery services to support critical operational processes, analytical models and machine learning applications
• Assist the selection and integration of data related tools, frameworks and applications required to expand platform capabilities
• Understand and implement best practices in management of enterprise data, including master data, reference data, metadata, data quality and lineage

Lead Data Engineer

Director

• Define and execute the global strategy for IT platform services aligned with enterprise architecture and digital transformation goals
• Champion platform modernization, automation, and DevOps/Agile enablement across the organization
• Serve as a thought leader and advisor to executive leadership on platform capabilities and innovation
• Lead the global delivery and lifecycle management of ServiceNow, including ITSM, ITOM, HRSD, and custom applications
• Drive platform governance, performance, and expansion into new business domains
• Ensure alignment with ITIL practices, security, and compliance standards
• Oversee the enterprise-wide configuration, standardization, and integration of Jira and the Atlassian ecosystem
• Establish governance models, usage standards, and reporting frameworks to support agile at scale
• Partner with product and engineering teams to optimize workflows and delivery velocity
• Lead the TCoE to define enterprise testing strategies, automation frameworks, and quality metrics
• Promote shift-left testing, continuous testing, and test data management practices
• Ensure consistent quality assurance practices across all delivery teams and geographies
• Own the strategy and implementation of CI/CD pipelines and toolchains (e.g., Jenkins, GitLab, Azure DevOps)
• Drive adoption of DevSecOps practices and continuous delivery capabilities across engineering teams
• Build and lead a high-performing global team of platform engineers, architects, and service owners
• Foster a culture of innovation, accountability, and continuous improvement
• Manage vendor relationships, budgets, and service delivery metrics
• Act as a key liaison between IT, business units, and engineering teams to ensure platform alignment with business needs
• Lead change management, training, and communication strategies to drive adoption and value realization
• Report on platform KPIs, ROI, and strategic outcomes to executive stakeholders

Senior Director – IT Platform Services

Compliance

• Develop, update, and maintain current policies and procedures.
• Review and approve ethics and conflict of interest disclosures
• Provide guidance and support to employees, business partners and team members.
• Participate in the development and delivery of training programs to educate employees on ethics standards and conflicts of interest protocols.
• Identify process improvement opportunities and assist with implementing best practices within compliance and ethics functions .
• Work with business partners to resolve compliance cases and contribute to solutions.
• Monitor regulatory changes and help update internal processes to maintain ongoing compliance.
• Compliance information for the preparation of responses to auditors and state/federal regulators.
• Contribute to preparing reports for management on ethics and compliance activities.
• Manage, oversee and analyze reports from third parties (e.g., software vendors )
• Assist team members with research and assigned tasks; provide training to supported teams.
• Ensure confidentiality and protect the integrity of sensitive information in all compliance activities.

Senior Compliance Analyst – Conflicts Review

• 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.