Senior Director, Capital Management

About this role

Job Family Treasury, Capital Management and Asset Liability Management About 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 The Senior Director, Capital Management owns the enterprise capital management framework and serves as a trusted advisor to the CFO and senior leadership team on capital strategy, dividend policy, and long-range financial planning. This role operates with a high degree of independent judgement to integrate inputs across treasury, risk, and finance, enabling optimized capital structure and enhanced capital efficiency, and support enterprise decision-making.

This position will lead the review of enterprise capital management activities, including capital allocation, balance sheet management, and oversight of capital positions across holding and business units. Job Description Key Responsibilities • Lead management of consolidated balance sheets, including financial leverage, holding liquidity, free cash flow, and capital position. • Develop and oversee capital structure and capital allocation analysis, including multi-year capital forecasting and scenario modeling, and maintaining a toolbox to support solvency when needed. • Advise senior management on capital returns to shareholders, issuances and redemptions of financial leverage, remittances from business units, capital allocation decisions, and capital optimization strategies. • Provide oversight and direction for enterprise capital management reporting and analytics. • Monitor adherence to capital management policies across business units and evaluate capital-related risks and business initiatives. • Deliver monthly and quarterly capital management reporting to executive and board-level stakeholders in partnership with financial planning and analysis teams. • Partner with treasury, risk management, investor relations, corporate development, and finance leadership to support enterprise financial objectives. • Guide analytical support for business and multi-year planning, quarterly business reviews, and performance review processes. • Lead and develop capital management talent, including setting priorities and performance expectations.

Required Qualifications • Bachelor’s degree in finance, accounting, economics, actuarial science, business, or a related field • 12+ years of experience in capital management, financial planning & analysis, or balance sheet management within insurance or financial services • Advanced knowledge of capital frameworks, balance sheet management, and capital instruments • Strong understanding of regulatory capital requirements, including U.S. statutory accounting and NAIC RBC principles • Experience preparing and presenting financial and capital analysis for senior leadership and board audiences • Advanced proficiency in financial modeling, forecasting, and capital analytics tools • Strong proficiency in Microsoft Excel, PowerPoint, and financial reporting systems

Preferred Qualifications • Master’s degree in finance, accounting, economics, actuarial science, or financial management • Experience working across both corporate and business unit finance organizations • Exposure to enterprise capital allocation, dividend planning, and enterprise stress testing

Key Competencies • Strategic Financial Leadership – Ability to shape enterprise capital strategy and influence long-term financial outcomes • Analytical & Quantitative Expertise – Strong capability in modeling, forecasting, and interpreting complex financial data • Executive Influence – Proven ability to advise and communicate effectively with senior leaders and board members • Cross-Functional Collaboration – Skilled a

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