Job Family
Product and Propositioning MarketingAbout 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
Drives long-term strategy by researching and designing retirement products from inception to launch. Manages existing product portfolios to ensure business is profitable, efficiently maintained and remains competitive to support client retention and intermediary and alliance satisfaction.Job Description
Responsibilities
• Establish and drive the strategic vision for market analysis and competitive intelligence, identifying emerging trends, disruptive market shifts, and growth opportunities. Translate market insights into product strategies and differentiated value propositions that drive business growth and competitive advantage.
• Direct the evaluation and prioritization of market opportunities and innovation initiatives, building compelling business cases that influence investment decisions. Leverage distributor feedback, consumer insights, industry trends, demographic changes, and competitive dynamics to shape the long-term product roadmap and strategic portfolio direction.
• Lead product development initiatives, aligning cross-functional teams around product vision, feature prioritization, profitability objectives, market positioning, sales targets, and launch strategies. Ensure initiatives support enterprise growth objectives and deliver measurable business outcomes.
• Champion innovation and product incubation efforts by overseeing feasibility assessments, research and development activities, hypothesis testing, and opportunity sizing. Lead the development of enterprise-level capability-based assessments and execution strategies while identifying operational, technological, and market implications of new opportunities.
• Serve as a thought leader and product subject matter expert to executive leadership and business stakeholders, partnering with Distribution, Marketing, Finance, Technology, Operations, and other functional leaders to define and optimize product strategy, investment priorities, and go-to-market plans.
• Leverage strategic partnerships with distributors, TPAs, vendors, and external industry stakeholders, influencing product direction, identifying new growth opportunities, and enhancing organizational market intelligence.
• Develop and deliver executive-level communications and recommendations, synthesizing complex research, financial analysis, and market intelligence into actionable strategic insights. Present business cases, innovation opportunities, and portfolio recommendations to senior leadership to support enterprise decision-making.
Qualifications
• Bachelor’s degree in a business-related field or equivalent experience
• Seven years of product development experience in the retirement industry
• In-depth knowledge of retirement product features, trends, and shifts in regulatory requirements,
• Working knowledge of profitability metrics
• Analytical skills and attention to detail to perform market analysis, customer research, opportunity sizing, profitability assessments, and risk/legal/compliance assessments
• Communication and interpersonal skills to educate audience and advocate recommendations with team members and stakeholders at all levels of the organization
• Decision making skills to create scope and content for consumer market research, and use insights to develop product design and features
• Strategic thinking and facilitation skills
• Leadership and coaching skills to mentor peers and guide team members
• Presentation skills to provide research data and recommendations to senior leadership
• Willingness to pursue and complete higher education/professional designations
• Advanced proficiency in MS Office (Excel, PowerPoint, Word)
Preferred Qualifications
• Professional designations (e.g. CLU, ChFC, CFP, MBA, PMP)
Working Conditions
• Hybrid Office environment
• Occasional Travel (<10%)
• Travel as needed for internal meetings or due diligence visits
The Salary for this position generally ranges between $110,000-125,000 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 of 17.5% based on the Company Bonus Plan/Individual Performance and is at the Company’s discretion.
Disclaimer:
- We will never request personal information such as ID or payment for equipment upfront.
- Official offers are sent via DocuSign following a verbal offer—not through text or email
This job description is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation in order to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request.
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 a business-related field or equivalent experience
- Seven years of product development experience in the retirement industry
- In-depth knowledge of retirement product features, trends, and regulatory requirement changes
- Working knowledge of profitability metrics
- Analytical skills for market analysis, customer research, opportunity sizing, profitability assessments, and risk, legal, and compliance assessments
- Communication and interpersonal skills to educate audiences and advocate recommendations
- Decision-making skills to create consumer market research scope and develop product designs and features
- Strategic thinking and facilitation skills
- Leadership and coaching skills to mentor peers and guide team members
- Presentation skills for providing research data and recommendations to senior leadership
- Willingness to pursue and complete higher education or professional designations
- Advanced proficiency in Microsoft Office, Excel, PowerPoint, and Word
- Professional designation such as CLU, ChFC, CFP, MBA, or PMP
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.
