Product Strategist - Transamerica AM
Transamerica, Denver, CO, United States
Position Overview
As a Product Strategist, you will be responsible for product development and product management of a subset of U.S. funds (Mutual Funds, ETFs) and their non‑registered funds (CITs), including oversight of the lifecycle and viability of the funds.
Responsibilities
Define, develop and deliver products to support Transamerica Asset Management’s strategy and product management function.
Develop new U.S. funds, including product design, investment vehicle(s), and implementation.
Oversee product management of U.S. investment vehicles and sub‑funds, including ongoing profitability analysis, review of fund fees and expenses, and interaction with Management Company, intermediaries and regulatory/compliance units.
Recommend changes to fund structures, expense allocations, total expense ratios (TER), and rationalization of individual funds and/or sub‑funds.
Carry out sub‑advisory relationship management.
Represent the team during meetings with senior management and stakeholders; provide guidance and assist with issue resolution.
Create and deliver presentations to senior management and peers on R&D research outcomes; highlight strategic recommendations for new products, enhancements, etc. Promote overall strategy and day‑to‑day tactics.
Support with complex, strategic projects, including commercial, regulatory, and governance.
Contribute to market analysis to identify product opportunities and improve the competitive positioning of the product range.
Contribute to the development of marketing support, including key messaging and promotion to support sales efforts, asset retention, and drive awareness.
Collaborate with training team on product training calls and materials.
Required Qualifications
Bachelor’s degree in a business‑related field or equivalent experience.
1–3 years of experience in a product management/product development role.
Experience in a sales‑driven, multi‑channel, distribution environment.
In‑depth understanding of the mutual fund industry as it relates to the UCITS and non‑UCITS environment.
In‑depth understanding of investment products, the financial industry, and capital markets.
Knowledge of structuring and operation of Mutual Funds, ETFs, SMAs, and CITs in U.S. jurisdictions.
Strategic thinker and self‑starter to drive strategy for the product portfolio.
Analytical skills to translate information into strategic and tactical recommendations.
Communication skills to deliver presentations and create investment content for print and digital media.
Project management skills.
Team player with excellent interpersonal skills to establish and maintain relationships with business groups at all levels of the organization.
Experience using industry databases (e.g., Morningstar, eVestment, Simfund, Lipper, Bloomberg).
Proficient using MS Office (Word, Excel, PowerPoint).
Preferred Qualifications
FINRA Series 7
CIMA
Compensation Salary range: $135,000 – $148,000 annually. The position is eligible for an annual bonus based on the Company Bonus Plan/Individual Performance.
Benefits
Competitive pay, bonus eligibility, 401(k) match, pension plan, employee stock purchase plan, tuition reimbursement, disability, medical, dental, vision insurance, and paid time off.
EEO Statement At Transamerica Asset Management, we are committed to fostering a diverse workforce and an inclusive culture. We value diversity in all its forms and recognize that delivering excellent client outcomes comes from embracing diverse perspectives.
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Responsibilities
Define, develop and deliver products to support Transamerica Asset Management’s strategy and product management function.
Develop new U.S. funds, including product design, investment vehicle(s), and implementation.
Oversee product management of U.S. investment vehicles and sub‑funds, including ongoing profitability analysis, review of fund fees and expenses, and interaction with Management Company, intermediaries and regulatory/compliance units.
Recommend changes to fund structures, expense allocations, total expense ratios (TER), and rationalization of individual funds and/or sub‑funds.
Carry out sub‑advisory relationship management.
Represent the team during meetings with senior management and stakeholders; provide guidance and assist with issue resolution.
Create and deliver presentations to senior management and peers on R&D research outcomes; highlight strategic recommendations for new products, enhancements, etc. Promote overall strategy and day‑to‑day tactics.
Support with complex, strategic projects, including commercial, regulatory, and governance.
Contribute to market analysis to identify product opportunities and improve the competitive positioning of the product range.
Contribute to the development of marketing support, including key messaging and promotion to support sales efforts, asset retention, and drive awareness.
Collaborate with training team on product training calls and materials.
Required Qualifications
Bachelor’s degree in a business‑related field or equivalent experience.
1–3 years of experience in a product management/product development role.
Experience in a sales‑driven, multi‑channel, distribution environment.
In‑depth understanding of the mutual fund industry as it relates to the UCITS and non‑UCITS environment.
In‑depth understanding of investment products, the financial industry, and capital markets.
Knowledge of structuring and operation of Mutual Funds, ETFs, SMAs, and CITs in U.S. jurisdictions.
Strategic thinker and self‑starter to drive strategy for the product portfolio.
Analytical skills to translate information into strategic and tactical recommendations.
Communication skills to deliver presentations and create investment content for print and digital media.
Project management skills.
Team player with excellent interpersonal skills to establish and maintain relationships with business groups at all levels of the organization.
Experience using industry databases (e.g., Morningstar, eVestment, Simfund, Lipper, Bloomberg).
Proficient using MS Office (Word, Excel, PowerPoint).
Preferred Qualifications
FINRA Series 7
CIMA
Compensation Salary range: $135,000 – $148,000 annually. The position is eligible for an annual bonus based on the Company Bonus Plan/Individual Performance.
Benefits
Competitive pay, bonus eligibility, 401(k) match, pension plan, employee stock purchase plan, tuition reimbursement, disability, medical, dental, vision insurance, and paid time off.
EEO Statement At Transamerica Asset Management, we are committed to fostering a diverse workforce and an inclusive culture. We value diversity in all its forms and recognize that delivering excellent client outcomes comes from embracing diverse perspectives.
#J-18808-Ljbffr