Job Family
Customer ServiceAbout 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
Responsible for enhancing the service experience for customers, key distributor firms, financial advisors, and asset allocation and institutional trading partners. Partners with the business development team, PMO, wholesaling staff, key distributors, and cross-functionally to provide continuous improvements for presale and post-sale services. Acts as a key resource for addressing distributor operational needs to enhance sales opportunities. Collaborates with key service providers, vendors, and other service organizations to recognize trends, resolve systemic issues, and assist with driving procedure improvements.Job Description
Responsibilities
- Enhance relationships with key service providers and vendors, customers, financial advisors, wholesaling staff, and distributor contacts. Provide proactive and regular communication on product related initiatives such as mergers, sub-adviser changes, liquidations, and new fund launches. Assist in communicating changes to policies and procedures, and oversight to key indicators and performance metrics.
- Act as a key resource to fully resolve presale and post-sale escalated service issues. Perform root cause analysis, communicate resolution on issues, and take actions toward service recovery. Develop network of contacts with key service providers, vendors, asset allocation and institutional trading partners, to leverage their expertise to resolve more complex challenges that arise.
- Provide guidance to Operations employees, key service providers, distribution partners, vendors, and other service organization employees regarding successful operational relationship management, problem resolution and service excellence.
- Handle oversight of service providers based on operational guidelines and procedures. Be an advocate by requesting explanations for statistical data, issue resolution, etc. Provide timely and appropriate feedback to management team regarding potential servicing issues.
- Support asset allocation and institutional trading partners by providing timely communication and problem resolution.
- Propose, vet, implement, and communicate operational processing improvements based on analysis of business trends from the team, and feedback from Sales and distributors. Understand the operational needs of key distributors and represent their views in business unit discussions.
- Research, review, and process various requests from asset allocation and institutional trading partners, distribution partners, and other institutional sources as requested. Assist in the implementation of Transamerica, Exchange Traded Funds (ETF) and separately managed account (SMA) fund-related initiatives.
- Lead the oversight of trade management responsibilities for ETF Operations and associated tasks.
- Utilize technical and operational knowledge to resolve complex operating and accounting issues that often involve multiple internal groups or external parties. Responsible for facilitating front to back Operations process of the ETF trade lifecycle, including working with traders on booking through to final settlement, and facilitate issue resolution across teams.
- Manages relationships with third-party vendors.
- Works with the team in developing operational goals that are aligned with functional strategy. Identifies, drives, and implements process improvement initiatives with a critical focus on risk, control, and scalability
- Participate and provide feedback to management in various Operations and partner meetings, and conference calls.
- Act as subject matter expert for team, vendors, and distribution partners on operational policies and procedures.
- Assist in managing relationships with distribution partners as assigned.
Qualifications
- Bachelor’s degree in a business-related field or equivalent experience.
- Four years of relationship management experience.
- Ability to act independently, and as part of a team, in a fast paced environment.
- Excellent written and oral communication skills.
- Strong analytical and problem-solving skills.
- Able to establish and positively influence business relationships.
Preferred Qualifications
- Broad understanding of the mutual fund industry, including experience with asset allocation, NSCC trading and experience serving distributing intermediaries a plus.
- Knowledge of Transamerica, TST and CIT products.
- Familiarity with service provider products.
Working Conditions
- Hybrid environment.
The Salary for this position generally ranges between $55,650-$62,000 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 a 7.5% Annual Bonus based on the Company Bonus Plan/Individual Performance and is at the Company’s discretion
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
College Coach 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
Top Skills
Transamerica Denver, Colorado, USA Office
1801 California St, Denver, CO, United States, 80202
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