Senior Director, Pooled Plans Product Development

🕒 il y a 1 mois

🇺🇸 États-Unis – Télétravail

💵 $200 000 - $225 000 / an

⏰ Temps Plein

🟠 Senior

👔 Directeur

🦅 Parrain de Visa H1B

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👻 Score fantôme 2%

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🗣️🇺🇸🇬🇧 Anglais requis

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Logo of Transamerica

Transamerica

5001 - 10000 employés

Fondée en 1904

💼 Conseil

🏥 Santé

💸 Finance

Consulting • Healthcare • Finance

Transamerica est une entreprise de services financiers qui offre une gamme diversifiée de produits et services, y compris l'assurance vie, la planification de la retraite, les fonds communs de placement, les rentes et les avantages sociaux des employés. Elle vise à aider les individus à planifier leur avenir financier et à vivre leur meilleure vie en proposant des outils, des formations et des conseils basés sur la recherche. Transamerica collabore avec des institutions et des conseillers pour fournir des solutions et des services conçus pour répondre aux besoins évolutifs des individus et des employeurs. Elle se concentre également sur la sécurité de la retraite et la gestion des investissements, en mettant l'accent sur l'innovation et le leadership dans l'industrie financière.

Description

• Develop and maintain strategy for accelerating pooled plan growth and service model for all pooled plan product types • Collaborate across functional areas to document model gaps during RFP and pre-sales consulting processes • Analyze market trends, data, and competitive landscape to identify pooled plan product opportunities • Translate market conditions into product development and enhancement opportunities • Recommend product features, competitive positioning, profitability targets, sales goals, and milestone dates • Source and prioritize product ideas and build a pipeline for future enhancements with pricing, marketing, sales, and operations teams • Lead development, design, and maintenance of large institutional PEP relationships • Collaborate with distributors, Marketing, Finance, IT, and other stakeholders on product and launch decisions • Provide reporting and updates on the Pooled Plan business and ongoing initiatives • Act as retirement business subject matter expert for PEPs, MEPs, and Exchange plans • Foster collaboration, transparency, quality delivery, accountability, and continuous improvement within the team • Provide leadership through coaching and performance management

🎯 Exigences

• 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 • Eight years of management experience leading and developing teams • Demonstrated expertise in pooled plan design, service models, and retirement-industry regulatory considerations • Ability to develop and execute product strategy and roadmap initiatives • Strong understanding of retirement plan operations, distribution models, and pricing/profitability dynamics • Experience leading cross-functional initiatives and influencing Product, Sales, Marketing, Finance, Operations, and Technology stakeholders • Advanced analytical skills for interpreting market trends, competitive intelligence, and financial data • Track record managing complex product portfolios and large institutional client relationships • Experience supporting RFP processes, pre-sales consulting, and product positioning • Excellent communication and presentation skills • Strong organizational and prioritization skills • Proficiency with data analysis tools and reporting solutions • Moderate travel (10–25%) and travel as needed for internal meetings

🏖️ Avantages

• 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 • Paid Time Off starting at 160 hours annually for employees in their first year of service • Ten (10) paid holidays per year • Be Well Company holistic wellness program, including 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 • Adoption Assistance • Employee Assistance 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

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