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The Financial Operations Contract Analyst will handle daily financial transaction processes, administer contractual terms, and conduct market value assessments. The role includes analyzing deposit and withdrawal trends, processing fee receipts, and maintaining systems for documentation and communication.
The Sr. PMO Analyst facilitates project planning and forecasting across enterprise-wide portfolios, ensuring effective reporting and maintaining project information. The role involves developing project management tools, training users, and analyzing resource capacity to support PMO best practices.
ESG Finance Reporting Leader responsible for overseeing the ESG reporting program within TA Financial Reporting and supporting various departments in meeting reporting requirements and timelines.
The Senior Communications Specialist develops and executes internal communication strategies to enhance employee engagement, creates a variety of communication materials, manages campaigns, and oversees Office 365 communication platforms. This role partners with business teams to align communications with organizational goals.
The Senior Client Executive is responsible for managing relationships with clients of retirement plans, ensuring client satisfaction and asset retention through regular reviews and strategic consultations. This role involves resolving issues, interpreting plan provisions, and adhering to documentation standards to minimize operational risks.
Coordinate project timelines and tasks, research issues, collaborate with departments, review processes, define project tasks, assist in training, support management objectives, resolve project issues, update procedures, drive tool suite usage.
Oversee the onboarding of new and existing retirement plans while managing relationships with plan sponsors and stakeholders. Provide customized services and ensure project deliverables are met, requiring expertise in retirement plans and installation processes. Mentor junior staff as well.
The Regional VP is responsible for overseeing the distribution of Transamerica's financial products in a specified territory. Key duties include developing new business, maintaining relationships with advisers, providing product information, managing business with internal wholesalers, and ensuring compliance with company policies.
As a Sr. Data Consultant at Transamerica, you will be responsible for handling moderate to complex data and asset transfer processes during new client plan conversions. You will work with clients, vendors, and internal resources to gather and maintain data elements, analyze data quality, and lead data conversion projects. Additionally, you will participate in department projects and initiatives, maintain the NBI database, and identify procedural issues and recommend solutions.
The Doc Ops Plan Associate prepares and manages retirement plan documents and amendments for various plans. This role includes consulting with clients and stakeholders, researching compliance issues, and assisting with plan mergers or terminations, ensuring that all benefits are protected and processes are followed accurately.
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