Operations Relationship Specialist - Transamerica AM
Aegon Asset Management, Denver, Colorado, United States, 80285
Job Description Summary
At Transamerica Asset Management, high performance, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential unleashed by 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 Today, we’re part of an international holding company, Aegon, 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. Transamerica Asset Management (TAM) is a division within Aegon Asset Management, an active global asset management firm with investment capabilities that span public and private markets across asset classes, sharing a common belief in fundamental, research-driven active management.
What We Do TAM’s vision is to be a valued asset manager by growing a profitable, scalable investment platform that connects the right solutions to our clients’ needs. We provide active fixed income and differentiated equity strategies by following our Investor First process and leveraging the capabilities of our suite of sub-advisers. Our business encompasses approximately $65 billion of net assets under management; consisting of variable insurance funds, retail mutual funds, ETFs, collective investments trusts and other assets.
Position Overview As an Operations Relationship Specialist, you will be responsible for strengthening the service experience for mutual fund customers, financial advisors, and institutional trading partners. Partners with service providers and cross-functionally within the Operations Department to produce an exceptional client experience. Provides oversight of service providers and other vendors to ensure service level agreements are being met or exceeded, recognize trends, resolve systemic issues and drive procedural improvements. Flexibility learning new responsibilities related to department needs and functions.
Responsibilities
Enhance relationships with key service providers, vendors, customers, financial advisors, and wholesaling staff.
Provide timely support for portfolio managers, including working with institutional trading partners, monitoring as-of trading activity as well as any resulting fund impact.
Act as a resource to fully resolve escalated customer and financial advisor service issues; perform root cause analysis, communicating resolution and taking action toward service recovery.
Perform oversight of service providers based on operational guidelines and procedures related to responsibilities such as the year-end shareholder tax reporting process, direct business trade functions, fund pricing and distributions, and cash control.
Provide appropriate information to the Operations Management team regarding potential servicing issues.
Support internal and external audits; complete research requests from Transamerica's Legal and Compliance teams with an increased attention to detail and strong degree of precision.
Required Qualifications
Bachelor’s degree or equivalent business experience.
Two years of mutual fund or relationship/vendor management experience.
Ability to work independently and as part of a team.
Excellent written, oral and interpersonal communication skills.
Strong analytical and problem‑solving skills.
Ability to establish and positively influence business relationships.
Proficient using MS Office products.
Preferred Qualifications
Broad understanding of the mutual fund landscape.
Familiarity with service provider products and recordkeeping platforms.
Please note that the compensation information that follows is a good faith estimate for this position only and is provided pursuant to applicable pay transparency and compensation posting laws. It is estimated based on what a successful candidate might be paid in certain Company locations.
The hourly wage for this position generally ranges between $24 - $27 per hour. This range is an estimate, based on potential qualifications and operational needs. The hourly wage may vary above and below the stated amounts, as permitted by applicable law.
Additionally, the position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at the Company’s discretion.
Compensation 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
Health And Work/Life Balance Benefits
Paid Time Off starting at 160 hours annually for employees in their first year of service
Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays)
Be Well Company holistic wellness program, which includes 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 at the time of birth, placement of an adopted child, or placement of a foster care child
Adoption Assistance
Employee Assistance Program
College Coach 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
Job and compensation levels depend upon an applicant’s qualifications including the extent of candidate’s relevant experience and other job-related factors and will be determined by hiring supervisors/managers and HR.
At Transamerica Asset Management, we are committed to fostering a diverse workforce and an inclusive culture. We are more than an Asset Management firm – we are a people business, and we recognize that delivering excellent client outcomes comes from embracing diverse perspectives. We value diversity in the full range of human uniqueness without limitation including race, gender, ability, language, culture, beliefs, age, origin, background, perspectives and experiences.
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Who We Are Today, we’re part of an international holding company, Aegon, 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. Transamerica Asset Management (TAM) is a division within Aegon Asset Management, an active global asset management firm with investment capabilities that span public and private markets across asset classes, sharing a common belief in fundamental, research-driven active management.
What We Do TAM’s vision is to be a valued asset manager by growing a profitable, scalable investment platform that connects the right solutions to our clients’ needs. We provide active fixed income and differentiated equity strategies by following our Investor First process and leveraging the capabilities of our suite of sub-advisers. Our business encompasses approximately $65 billion of net assets under management; consisting of variable insurance funds, retail mutual funds, ETFs, collective investments trusts and other assets.
Position Overview As an Operations Relationship Specialist, you will be responsible for strengthening the service experience for mutual fund customers, financial advisors, and institutional trading partners. Partners with service providers and cross-functionally within the Operations Department to produce an exceptional client experience. Provides oversight of service providers and other vendors to ensure service level agreements are being met or exceeded, recognize trends, resolve systemic issues and drive procedural improvements. Flexibility learning new responsibilities related to department needs and functions.
Responsibilities
Enhance relationships with key service providers, vendors, customers, financial advisors, and wholesaling staff.
Provide timely support for portfolio managers, including working with institutional trading partners, monitoring as-of trading activity as well as any resulting fund impact.
Act as a resource to fully resolve escalated customer and financial advisor service issues; perform root cause analysis, communicating resolution and taking action toward service recovery.
Perform oversight of service providers based on operational guidelines and procedures related to responsibilities such as the year-end shareholder tax reporting process, direct business trade functions, fund pricing and distributions, and cash control.
Provide appropriate information to the Operations Management team regarding potential servicing issues.
Support internal and external audits; complete research requests from Transamerica's Legal and Compliance teams with an increased attention to detail and strong degree of precision.
Required Qualifications
Bachelor’s degree or equivalent business experience.
Two years of mutual fund or relationship/vendor management experience.
Ability to work independently and as part of a team.
Excellent written, oral and interpersonal communication skills.
Strong analytical and problem‑solving skills.
Ability to establish and positively influence business relationships.
Proficient using MS Office products.
Preferred Qualifications
Broad understanding of the mutual fund landscape.
Familiarity with service provider products and recordkeeping platforms.
Please note that the compensation information that follows is a good faith estimate for this position only and is provided pursuant to applicable pay transparency and compensation posting laws. It is estimated based on what a successful candidate might be paid in certain Company locations.
The hourly wage for this position generally ranges between $24 - $27 per hour. This range is an estimate, based on potential qualifications and operational needs. The hourly wage may vary above and below the stated amounts, as permitted by applicable law.
Additionally, the position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at the Company’s discretion.
Compensation 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
Health And Work/Life Balance Benefits
Paid Time Off starting at 160 hours annually for employees in their first year of service
Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays)
Be Well Company holistic wellness program, which includes 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 at the time of birth, placement of an adopted child, or placement of a foster care child
Adoption Assistance
Employee Assistance Program
College Coach 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
Job and compensation levels depend upon an applicant’s qualifications including the extent of candidate’s relevant experience and other job-related factors and will be determined by hiring supervisors/managers and HR.
At Transamerica Asset Management, we are committed to fostering a diverse workforce and an inclusive culture. We are more than an Asset Management firm – we are a people business, and we recognize that delivering excellent client outcomes comes from embracing diverse perspectives. We value diversity in the full range of human uniqueness without limitation including race, gender, ability, language, culture, beliefs, age, origin, background, perspectives and experiences.
#J-18808-Ljbffr