Head of Operational Platforms – Automation

🔥 3 minutes ago

🇺🇸 United States – Remote

💵 $235k - $265k / year

⏰ Full Time

🔴 Lead

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Transamerica

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

Founded 1904

💼 Consulting

🏥 Healthcare

💸 Finance

Consulting • Healthcare • Finance

Transamerica is a financial services company that provides a diverse range of products and services, including life insurance, retirement planning, mutual funds, annuities, and employee benefits. It aims to help individuals plan for their financial future and live their best lives by offering research-based tools, education, and guidance. Transamerica works with institutions and advisors to deliver solutions and services designed to attend to the evolving needs of individuals and employers. They also focus on retirement security and investment management, emphasizing innovation and leadership in the financial industry.

📋 Description

• Establish and lead the Operational Platforms & Automation function spanning product management, data stewardship, workflow optimization, operational tooling, platform enablement and technology ownership. • Define and execute a multi-year strategy and roadmap for platforms supporting agent servicing and operations. • Build and operationalize a product management framework including discovery, prioritization, backlog management, release planning, and value realization. • Serve as business product leader balancing user experience, efficiency, scalability, compliance, and modernization goals. • Partner across operations, technology, marketing, digital, compliance, legal, and business teams to simplify, modernize, and enhance operational experiences. • Lead implementation and continuous improvement of workflows, automation, and operational capabilities across platforms and servicing processes. • Drive innovation to improve agent and back-office experience, service quality, scalability, efficiency, and operational performance. • Establish KPIs/OKRs and leverage analytics to measure adoption, efficiency gains, cycle time reduction, straight-through processing, and business impact. • Build and lead multidisciplinary teams while fostering accountability, user-centricity, transparency, innovation, collaboration, and data-driven decision-making. • Lead operational transformation with governance, executive communication, risk management, stakeholder alignment, and a product operating model.

🎯 Requirements

• Bachelor’s degree in business, finance, or related field, or equivalent experience • 15+ years of experience leading operations transformation, operational product management, workflow automation, and/or platform enablement functions • Proven experience building and scaling product-oriented operational teams and platform capabilities • Strong understanding of product operating models, agile delivery methodologies, and platform lifecycle management • Experience leading workflow modernization, servicing transformation, operational platform implementations, or enterprise operational improvement initiatives • Demonstrated success partnering with technology, engineering, and digital product organizations • Strong analytical, strategic planning, and executive communication skills • Experience within financial services, insurance, healthcare, fintech, or other highly regulated industries preferred • Deep understanding of financial services supply chain protocols and integration standards (DTCC, ACORD, SWIFT, REST, JSON) • Strategic thinking and ability to simplify complexity into actionable, prioritized plans • Experience leveraging Artificial Intelligence to modernize processes and operations preferred • Ability to translate business requirements into technology-enabled solutions • Moderate travel (10-25%) and travel as needed for internal meetings

🏖️ Benefits

• Competitive Pay • Bonus for Eligible Employees / Annual Bonus based on the Company Bonus Plan/Individual Performance • 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