Job Family
Operations - GeneralAbout Us
At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests.
Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment — one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there.
Who We Are
We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life.
Today, we’re part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what’s important to them.
We’re empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good — for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms.
What We Do
Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs.
Transamerica employs nearly 7,000 people. It’s part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide.* For more information, visit transamerica.com.
Job Description Summary
Advance business lines by the development of strategic product roadmaps, ensuring excellence in service delivery, leading through organizational change, and building an engaged and effective Operations team.Job Description
Responsibilities
- Set the operating strategy for WFG, translating business priorities into clear plans, measurable outcomes and disciplined execution across operations, service functions.
- Lead end-to-end service delivery for WFG, with focus on quality, timeliness, regulatory discipline, customer experience and operational resilience.
- Partner with senior leaders across distribution, product, technology, risk, compliance, finance and third-party providers to align operational priorities with business growth and customer expectations.
- Own the operational performance framework, including service levels, key metrics, capacity planning, business reviews, root-cause analysis and action plans that improve business outcomes.
- Drive simplification and continuous improvement across WFG operations, using data, process discipline and stakeholder influence to improve speed, quality, cost efficiency and customer experience.
- Partner with peers to champion strategic initiatives, including transformation, operating model changes, technology enablement, and transition of new capabilities into steady-state operations.
- Manage third-party and shared-service relationships with clear expectations for performance, accountability, issue resolution, risk management, and continuous improvement.
- Maintain strong understanding of financial services operations, customer expectations, industry practices, product trends and regulatory considerations that affect the WFG operating model.
- Identify operational risks, control gaps, service issues, and business constraints, and lead practical solutions that balance customer, business, regulatory and resource needs.
- Build, develop and retain a high-performing operations leadership team with clear accountability, strong talent discipline, inclusive leadership and a culture of collaboration, transparency and trust.
Qualifications
- Bachelor’s degree in business, finance or related field, or equivalent experience.
- Ten years of leadership experience in operations and service delivery. Deep understanding of competitive landscape, customer expectations and product trends for product lines.
- Leadership experience in enterprise-wide transformation projects and successful transition to BAU activities.
- Ability to serve as the voice of the customer and translate requirements for execution.
- Strategic mindset, able to distill complex scenarios into straightforward, prioritized plans that create buy in.
- Passion to embrace change and challenge the status quo to find new solutions and drive out of the box ideas.
- Outstanding communication, problem solving, decision making, negotiation, and partnership skills.
- Ability to engage in strategic discussions and influence outcomes at the executive level. Advocate effectively and readily command attention and respect in groups.
- Ability to effectively resolve difficult disputes and business challenges using strong partnering and leadership skills.
- Ability to organize, analyze, and present data in a digestible format with meaningful recommendations. Belief that good decision making is rooted in facts.
- Ability to manage and plan complex, interdependent initiatives with a focus on balancing priorities for business value, resource commitments and attention to detail.
- Intellectual curiosity and a desire for ongoing personal and team development.
- Understand that people management is as important as business management.
- Understand how to multiply effectiveness through overall team performance.
The Salary for this position generally ranges between $240,000 - $270,000 annually.
Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including qualifications, experience, geography, work location designation (in-office, hybrid, remote) and operational needs.
Salary may vary above and below the stated amounts, as permitted by applicable law.
Additionally, this position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at the Company’s discretion.
What We Offer
For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees.
Compensation Benefits
Competitive Pay
Bonus for Eligible Employees
Benefits Package
Pension Plan
401k Match
Employee Stock Purchase Plan
Tuition Reimbursement
Disability Insurance
Medical Insurance
Dental Insurance
Vision Insurance
Employee Discounts
Career Training & Development Opportunities
Health and Work/Life Balance Benefits
Paid Time Off starting at 160 hours annually for employees in their first year of service.
Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).
Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars
Parental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.
Adoption Assistance
Employee Assistance Program
Back-Up Care Program
PTO for Volunteer Hours
Employee Matching Gifts Program
Employee Resource Groups
Inclusion and Diversity Programs
Employee Recognition Program
Referral Bonus Programs
Inclusion & Diversity
We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We’re thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women.
To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs. This includes our company-sponsored, employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to all employees. They provide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all.
Giving Back
We believe our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work.
Transamerica’s Parent Company
Aegon acquired the Transamerica business in 1999. Since its start in 1844, Aegon has grown into an international company serving more than 23.9 million people across the globe.* It offers investment, protection, and retirement solutions, always with a clear purpose: Helping people live their best lives. As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity.
* As of December 31, 2023
Skills Required
- Bachelor's degree in business, finance or related field, or equivalent experience.
- Ten years of leadership experience in operations and service delivery.
- Deep understanding of competitive landscape, customer expectations, and product trends for product lines.
- Leadership experience in enterprise-wide transformation projects and transition to BAU.
- Ability to serve as the voice of the customer and translate requirements for execution.
- Strategic mindset; distill complex scenarios into prioritized, actionable plans.
- Outstanding communication, problem solving, decision making, negotiation, and partnership skills.
- Ability to engage in strategic discussions and influence outcomes at the executive level.
- Ability to organize, analyze, and present data with meaningful recommendations.
- Ability to manage and plan complex, interdependent initiatives balancing business value and resources.
- Proven people management and talent development skills; build and retain high-performing teams.
Transamerica Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Transamerica and has not been reviewed or approved by Transamerica.
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Retirement Support — A company-funded pension alongside a 401(k) match creates a stronger-than-typical foundation for long-term savings. Feedback suggests this retirement depth elevates total rewards even when base pay is described as only “okay.”
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Leave & Time Off Breadth — Paid time off begins around four weeks in year one with about ten paid holidays and dedicated volunteer PTO. This breadth helps the overall package feel more competitive early in tenure.
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Healthcare Strength — Multiple medical plan options with recognized carriers are available, and the employer pays the majority of premiums. HSAs/FSAs and dependent care FSAs expand coverage flexibility across locations.
Transamerica Insights
What We Do
Life is about more than just money. That’s why Transamerica is committed to helping people make the wealth and health connection—it’s a whole new way of looking at everything that can affect your finances and how the little steps we take today can have a big impact tomorrow. We know that helping people achieve financial security today goes beyond that. For that reason, we will share academic, industry, and independent research so we can all work towards living better, longer. Be Well. Build Wealth.
