Head of Retirement Operations
Transamerica
71d ago
0$274k - $320kManagementUnited Stateshimalayas
Retirement-OperationsOperations-LeadershipFinancial-Services-OperationsInsurance-OperationsBusiness-OperationsHead-Of-Annuity-OperationsHead-Of-PensionsRetirement-Planning-DirectorRetirement-Plan-DirectorRetirement-Practice-DirectorDirector
Chill analysis
0/10How async / no-phone this role is, scored from the listing text:
- ✗ call center (-3)
Job Description
Job FamilyOperations - GeneralAbout UsAt 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 servingapproximately 23.9 million customersworldwide.* For more information, visit transamerica.com.
Job Description SummaryThe Head of Retirement Operations will serve as the end-to-end operations leader for the retirement line of business. Lead a large workforce to align operations to deliver the Retirement business strategy. This role will report to the Chief Operations Officer.Job Description Responsibilities
Develop and implement operations strategy with a focus on efficiencies that enhance the experience for customers, agents, and advisors.
Responsible for the end-to-end execution of operational functions in support of the overall Retirement organizational goals.
Provide direction and control for the effective and profitable operation for Retirement.
Develop the organization's short- and long-term goals and strategies to ensure business processes and operational controls are in place.
Identify opportunities for potential outsourcing strategies and partner with key leaders to execute effectively.
Collaborate closely with leadership in Distribution, Marketing, Finance, Operations, Technology, and Legal to ensure organizational success.
Evaluate existing processes across Retirement and provide guidance on efficiencies and performance improvements and report on operating results to ensure consistent growth and progress towards achieving organizational goals.
Ensure tools, resources, and processes are in place to monitor, track and report performance.
Build high performing diverse teams to meet business needs.
Maintain a focus on continuous improvement to drive operating efficiency.
Manage overall budget for the Operations organization.
Promote and foster employee engagement and well-being by driving collaboration, innovation, transparency, inclusion, and trust across the function and organization.
Qualifications
12 years or more of progressive leadership experience in the financial services/insurance industry in an Operations capacity
Deep knowledge of the Retirement business, products and operations
Business acumen to execute strategic plans and allocate budgets
Outstanding leadership and communication skills to influence outcomes at the executive level
Preferred QualificationsWorking Conditions
Remote (Call Center) Environment
Moderate Travel 10 to 25%
The Salary for this position generally ranges between $274,000 - $320,000 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.Additionall
