Director of Competitive Retirement Intelligence

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.

Job Family

Research & Analytics - General

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, and 3) Financial Assets. 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 international financial services group serving millions of customers worldwide.

Job Description Summary

Analyze the competitive environment and peer company trends to provide insightful intelligence for use in decision-making at the industry, company strategy and product levels.

Responsibilities

• Monitor retirement plan industry conditions (including 401(k), 403(b), 457, defined benefit plans) and identify hot topics and emerging trends, among traditional peer companies and potential disruptors
• Collect and maintain comprehensive industry and peer company data
• Create and deliver analysis used by senior management and other stakeholders
• Collaborate with Competitive Analysis team to share information about peer company products and product and operational strategies
• Lead or assist in the preparation of internal publications highlighting competitive data, and peer company and industry trends
• Work with key stakeholders to develop and deliver new competitive research in a user-friendly manner
• Provide research and analysis for special strategic projects
• Build relationships across divisions and functional areas to gather and disseminate data and analysis in a timely manner
• Share peer company and industry intelligence with Competitive Analysis team performing deeper product-level analysis

Qualifications

• Bachelor's degree in business, finance, accounting, actuarial science, or equivalent experience
• Eight years of experience in competitive analysis or relevant analyst/research role
• Analytical and strategic thinker to ascertain, evaluate, and report on industry and competitive data
• Quantitative analysis and business intelligence skills
• Advanced writing, communication, and presentation skills for delivery of information to senior management, key stakeholders and team members
• Able to work independently and produce high-quality analysis under tight deadlines
• Relationship building skills to engage business groups, financial teams and leadership
• Proficiency using MS Office with advanced skills in Excel and PowerPoint

Preferred Qualifications

• CFA and/or MBA
• Wall Street research analyst or investor relations experience related to the life insurance/retirement or broader financial industry

Working Conditions

• This is a hybrid position requiring three days in office per week in one of our hub locations (Cedar Rapids, Baltimore, Philadelphia, or Denver).
• Relocation assistance will not be provided for this position
• Occasional travel 25%

Compensation

The salary for this position generally ranges between $160,000-$210,000 annually. The salary range is a good faith estimate; actual starting pay is determined by qualifications, experience, geography, work location designation, and operational needs. Salary may vary above or below the stated amounts, as permitted by applicable law. This position is typically eligible for an annual bonus of 20% based on the Company Bonus Plan/Individual Performance and is at the Company’s discretion.

Disclaimer

Beware of fake job offers. We’ve been alerted to scammers impersonating Transamerica recruiters. We will never request personal information such as ID or payment for equipment upfront. Official offers are sent via DocuSign following a verbal offer—not through text or email. This job description is not a contract of employment and may be changed at the Company’s discretion. Accommodations can be requested through HR.

What We Offer

For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees.

• Compensation Benefits: Competitive Pay; Bonus for Eligible Employees
• Benefits Package: Pension Plan, 401k Match, Employee Stock Purchase Plan, Tuition Reimbursement, Disability Insurance, Medical/Dental/Vision Insurance, Employee Discounts, Career Training & Development Opportunities
• Health and Work/Life Balance Benefits: Paid Time Off, holidays, wellness programs, parental leave, adoption assistance, EAP, back-up care, volunteer PTO, matching gifts, ERGs, inclusion programs, recognition programs, referral bonuses

Transamerica is part of the Aegon group, a leading global investor and employer focused on helping people live their best lives.

#J-18808-Ljbffr