Director, Portfolio Management & Product Due Diligence - WFG
Work From Home, USA
Job Family
Product Development / ImplementationAbout Us
At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential unleashed by 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.
Transamerica is a part of Aegon, an integrated, diversified, international financial services group. The Aegon companies employ over 21,500 people and have approximately 31.7 million customers.* For more information, visit www.transamerica.com.
Who We Are
Transamerica has been making financial services available to the many, not just the few, for more than 100 years. We’re a leading provider of life insurance, retirement, and investment solutions, serving millions of customers throughout the United States. Transamerica’s dedicated professionals focus on helping people live their best lives through saving, investing, and protecting their loved ones. Transamerica is dedicated to building America’s leading middle market life insurance and retirement company, providing a broad range of quality individual life insurance policies, workplace supplemental insurance benefits, workplace retirement plans, individual retirement accounts, and investment products, including mutual funds, annuities, stable value solutions, as well as investment management services.
What We Do
Transamerica is organized by lines of business (Life Insurance, Annuities, Mutual Funds, Retirement Plans, and Employee Benefits), which are supported by Transamerica Corporate (Corporate Development; Finance; Internal Audit; Legislative, Regulatory & Policy; Office of the CEO; People and Places; Brand; Corporate Affairs; Risk; and Technology).
Job Description Summary
The Director of Portfolio Management and Product Due Diligence is responsible for the portfolio design, due diligence, marketplace research, pricing strategy, product profitability, and product implementation for World Financial Group (WFG) and Transamerica Financial Advisors (TFA). Works closely with the VP Director of Strategic Partnerships to design the product and provider roadmaps and direct product due diligence activities to facilitate sales growth in the US and Canada. Oversees the ongoing monitoring of life insurance, annuity, and securities product solutions available on WFG and TFA platforms to provide a manageable set of competitive offerings to meet customer demands.Job Description
Responsibilities
- Oversee approved product offerings to ensure competitive, profitable offerings to …
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Work from Home Work From Home, USA
Benefits/PerksComprehensive benefits package Work From Home
Tasks- Develop partnerships
- Develop policies and procedures
Administration Analysis Annuities Change Management Collaboration Communication Compliance Delivery Design Finance Financial Services Insurance Insurance policies Leadership Life Insurance Marketing Market Research Modeling Mutual funds Organization Portfolio Management Pricing strategy Product Design Research Retirement Solutions Sales Strategic partnerships Technology Training
Education CertificationsFINRA Series 6 FINRA Series 63 Series 6 Series 63
TimezonesAmerica/Anchorage America/Chicago America/Denver America/Los_Angeles America/New_York Pacific/Honolulu UTC-10 UTC-5 UTC-6 UTC-7 UTC-8 UTC-9