Senior Director, Pooled Plans Product Development

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🔥 0 minutes ago

🇺🇸 United States – Remote

💵 $200k - $225k / year

⏰ Full Time

🟠 Senior

👔 Director

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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

• 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

🎯 Requirements

• 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

🏖️ Benefits

• 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