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Transamerica

Senior Client Executive

Reposted 2 Days AgoSaved
In-Office
4 Locations
87K-110K Annually
Senior level
87K-110K Annually
Senior level
Fintech • Insurance
The Senior Client Executive manages retirement plan asset retention and client satisfaction, conducting plan reviews, consultations, and supporting cross-selling opportunities while ensuring compliance and enhancing client relationships.
Top Skills: ExcelMs Office (WordPowerpoint)
Transamerica Logo
Transamerica

Surveillance Lead Compliance Analyst (FINRA licenses required)

Reposted 3 Days AgoSaved
In-Office
4 Locations
85K-95K Annually
Senior level
85K-95K Annually
Senior level
Fintech • Insurance
Leads compliance efforts in surveillance, analyzing risks, enhancing policies, and ensuring compliance with regulatory standards. Requires strong analytical and communication skills.
Top Skills: Fis® Supervision Compliance ManagerMS OfficeSQL
Transamerica Logo
Transamerica

Testing Lead Compliance Analyst (FINRA licenses required)

Reposted 3 Days AgoSaved
In-Office
4 Locations
85K-95K Annually
Senior level
85K-95K Annually
Senior level
Fintech • Insurance
The Compliance Analyst will conduct testing, review policies, support compliance programs, analyze trends, and assist team members in compliance-related tasks.
Top Skills: ExcelMS Office
Transamerica Logo
Transamerica

Internal Wholesaler (Mutual Funds, Annuities or Life) Denver

Reposted 6 Days AgoSaved
In-Office
Denver, CO, USA
50K-125K Annually
Junior
50K-125K Annually
Junior
Fintech • Insurance
Drive sales through proactive marketing of Transamerica's investment products, fostering relationships with Regional Vice Presidents and documenting interactions in the CRM system.
Top Skills: Crm SystemsMS Office
Transamerica Logo
Transamerica

Internal Wholesaler (Mutual Funds, Annuities or Life) (Denver)

Reposted 7 Days AgoSaved
In-Office
Denver, CO, USA
50K-125K Annually
Junior
50K-125K Annually
Junior
Fintech • Insurance
Drive sales by marketing Transamerica's mutual funds, annuities, and insurance products through relationship building and proactive outreach to Regional Vice Presidents.
Top Skills: Crm SoftwareExcelFinancial Services SoftwareMS Office
Transamerica Logo
Transamerica

Director of Compliance

Reposted 9 Days AgoSaved
In-Office
4 Locations
150K-170K Annually
Senior level
150K-170K Annually
Senior level
Fintech • Insurance
The Director of Compliance manages the compliance program for Transamerica Financial Advisors, overseeing regulatory adherence and compliance operations while advising on potential risks and developing personnel.
Top Skills: 245366Finra Series 7Fis Supervision Compliance ManagerMS Office
Transamerica Logo
Transamerica

Lead Desktop Implementation Strategist

Reposted 15 Days AgoSaved
In-Office
5 Locations
126K-173K Annually
Senior level
126K-173K Annually
Senior level
Fintech • Insurance
The Lead IT Desktop Strategist will manage desktop technology strategy, improve service performance, provide consulting, and ensure alignment with strategic goals.
Top Skills: Cloud TechnologiesDesktop Technology
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Transamerica

Director, Advanced Markets

Reposted 18 Days AgoSaved
In-Office
4 Locations
126K-167K Annually
Senior level
126K-167K Annually
Senior level
Fintech • Insurance
The Director of Advanced Markets promotes Transamerica products, supports sales through financial planning strategies, and trains staff. They communicate with agents and identify sales opportunities, overseeing projects and mentorship.
Transamerica Logo
Transamerica

Sales Desk Assistant (Mutual Funds, Annuities or Life)

22 Days AgoSaved
In-Office
Denver, CO, USA
48K-110K
Entry level
48K-110K
Entry level
Fintech • Insurance
Support internal and external sales efforts by assisting wholesalers, managing sales supplies, and facilitating marketing materials and training.
Top Skills: MS OfficeSalesforce
Transamerica Logo
Transamerica

Intermediate Email Marketing Analyst

Reposted 22 Days AgoSaved
In-Office
2 Locations
64K-75K Annually
Junior
64K-75K Annually
Junior
Fintech • Insurance
Design and deploy marketing technology resources for automated campaigns, improve user experience, and provide analytics and reporting.
Top Skills: AdobeCRMGoogle AnalyticsGoogle Cloud PlatformMarketing CloudSalesforce
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