Transamerica

Data Engineer

• Work collaboratively with other engineers, data scientists, analytics teams, and business product owners in an agile environment.
• Support the operation of Cloud and On-Premises enterprise data infrastructure and tools.
• Assist in the design and support of data pipelines to automate the ingestion, processing, and delivery of structured and unstructured batch and real-time streaming data.
• Assist in the design and support of data APIs and data delivery services.
• Assist in testing and integration of data related tools, frameworks and applications as directed.

Marketing

• Execute cross-functional marketing campaigns to support the sale of company products and services in the annuity market
• Manage digital and promotional activities related to strategy, execution and reporting
• Execute campaigns to drive growth strategies for assigned products and channels
• Partner with Sales, Marketing COEs, and Product to define goals and key performance indicators
• Perform campaign analytics reporting and review; help create plans based on learnings, and translate into actionable plans; evaluate program effectiveness using qualitative and quantitative methods
• Report on productivity, priorities, issues, and opportunities for improvement
• Ensure adherence to established processes and workflows related to end-to-end campaign strategy, creative execution, optimizing for performance, and troubleshooting; identify and recommend new processes and workflows as needed
• Collaborate with cross-functional leaders to ensure delivery of superior customer service and operational excellence
• Serve as an internal escalation point for campaign related issues

Senior Channel Marketing Specialist

Social Media Manager

• Develop and execute a business-specific social media strategy centered on agents as the “product”, celebrating culture, success stories, and milestones.
• Deliver strong, creative campaigns, understanding and aligning to social trends and industry insights.
• Build unique agent-centered content to be used across agent-client platforms.
• Create compelling content cross platforms (ie. Instagram, Facebook, LinkedIn, YouTube) aligned with agent lifecycle needs - from recruitment through leadership.
• Partner with World Financial Group Marketing, Field Enablement, Transamerica Corporate Affairs and other teams to ensure messaging consistency and where needed alignment with corporate branding.
• Develop and oversee influencer and ambassador programs, cultivating authentic agent voices and champions.
• Monitor, moderate, and partner with community management to respond to social engagement, fostering community and mitigating reputation risks.
• Track and report performance metrics (engagement, reach, sentiment, recruitment, pipeline contribution) to guide optimization.
• Collaborate with creative services to build reusable, branded templates and toolkits for agent use.
• Partner with multicultural marketing leads to ensure content reflects World Financial Group’s and Transamerica Financial Advisors’ diversity and inclusivity.
• Support field leaders with content strategies that amplify recognition events, campaigns, and local initiatives.
• Coordinate with PR and content teams on integrated push/pull content that drives trust and transparency in World Financial Group and Transamerica Financial Advisors.
• Provide training and support to agents on compliant social media use and personal brand building.
• Work collaboratively with governance and compliance teams to build content for multiple brands in accordance with company standards.
• Keep current on new technologies, medium updates, and emerging trends/opportunities.

Onboarding Specialist

• Transition Manage a team of Data Consultants within an assigned region or market segment to ensure timely and quality service to clients.
• Set team goals and provide clear direction and guidance to ensure timely and quality results.
• Oversee day-to-day plan, data, and conversion consultant responsibilities; identify and communicate issues that may impact the success of the transition.
• Interview, hire, and train staff.
• Conduct team meetings and provide ongoing performance feedback.
• Compliance/Technical Keep abreast of technical developments in the retirement field; communicate implications to clients and internal stakeholders.
• Review and authorize daily financial transactions.
• Relationship Management Cultivate and maintain relationships with the sales team, client management, and external partners; ensure team aligns with internal and external resources to meet project deliverables.
• Serve as an escalation point for case related issues across teams and market segments; develop and implement processes for mitigation of future issues and management of customer expectations.
• Search for ways to improve effectiveness, efficiency, and “value added” for internal and external customers.
• Assist in the evaluation of new business opportunities.
• Partner with Sales on new prospects and present the transition process and administrative capabilities during finals and due diligence meetings.

Data Engineer

Senior Channel Marketing Specialist

Social Media Manager

Manager, Client Onboarding