Senior Director, Pooled Plans Product Development

About this role

Job Family Product Development / Implementation 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 Responsible for the pooled plan product roadmap and strategy, ensuring the business has short and long term alignment on pooled plan priorities, including, but not limited to technology/automation enhancements, marketing strategies and service model updates. Job Description Responsibilities

• Develop and maintain strategy for accelerating pooled plan growth and service model for all pooled plan product types. • C ollaborate across functional areas to understand and document model gaps and during RFP and pre-sales consulting process. • Analyze market trends, data and competitive landscape to discern pooled plan product opportunities and translate market conditions in product development or product enhancement opportunities. • Make and socialize recommendations to product leadership and internal teams on strategic decisions, including product features, competitive positioning, profitability targets, sales goals, and key milestone dates to ensure alignment with overall product strategy. • Ensure product ideas are efficiently sourced and prioritized. Work with pricing, marketing, sales and operations teams to build a strong pipeline for future product enhancements. • Leads the development, design and product maintenance of large institutional PEP relationships with a focus on ensuring the plan fits t the strategic objectives of the organization. • Collaborate with cross-functional stakeholders - such as distributors, Marketing, Finance, IT and other key stakeholders to recommend product features, competitiveness, profitability, sales goals and launch dates. • Provides reporting and updates on the Pooled Plan business and ongoing initiatives. Examples include reporting on profitability, strategic positioning, product landscape. • Act as retirement business SME for all pooled plan products, including PEPs, MEPs and Exchange plans. • Foster a culture of collaboration, transparency, quality delivery, accountability, and continuous improvement within the team.

Qualifications

• Bachelor’s degree in Business, Finance, Economics, or a related field • Twelve years of experience in retirement services, product management, or financial services, with deep expertise in pooled plan products (e.g., PEPs, MEPs, Exchange plans) • Eight years of management experience leading and development teams • Provide strong leadership through coaching and performance management to ensure team members deliver excellence, grow professionally, and consistently achieve strategic objectives. • Demonstrated subject matter expertise in pooled plan design, service models, and regulatory considerations within the retirement industry • Proven ability to develop and execute product strategy and roadmap initiatives, including translating market insights into actionable product enhancements • Strong understanding of retirement plan operations, distribution models, and pricing/profitability dynamics • Experience leading cross-functional initiatives and influencing stakeholders across Product, Sales, Marketing, Finance, Operations, and Technology • Advanced analytical skills with the ability to interpret market trends, competitive intelligence, and financial data to inform strategic decisions • Track record of successfully managing complex product portfolios and large institutional client relationships • Experience supporting RFP processes, pre-sales consulting, and product positioning efforts • Excellent communication and presentation skills, with the ability to effectively “socialize” recommendations and influence se

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