Job Family
Operations - General
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.
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
We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life.
Today, we’re part of an international holding company, 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.
We’re empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good — for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms.
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, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. 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 integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide.* For more information, visit
transamerica.com
.
Job Description Summary
Plans, directs, and manages multifunctional Operations teams, with a focus on production and the creation/delivery of services to internal and external clients. Ensures department goals are in alignment with company strategies. As the Director, Operations Shared Services you will be responsible for leading a cross functional center of excellence across Training, Quality, Instructional Design and workforce oversight functions within the Retirement Operations team. Working closely with senior operations leadership, establish training, quality and staffing best practices across a wide discipline of functions. This role is ideal for a strong leader who has a success record leading large-scale transformation and business improvement efforts across multi-disciplined teams.
Job Description

Responsibilities

• Oversee department staffing structures to achieve business and financial goals.
• Establish best practices and execution frameworks across training, quality and staff management functions.
• Support vendor management and vendor operations functions through process transition planning, training, and vendor onboarding.
• Develop process to centralize and govern procedure documentation across diverse operational functions.
• Leverage best practices for instructional design and training, creating comprehensive learning and development plans for key operational processes.
• Assess and measure quality metrics across core business processes.
• Manage direct reports to ensure performance expectations are met. Provides guidance in professional development activities and goals.
• Identify opportunities for improvement throughout Operations and provide proposals to executive leadership.
• Assist, facilitate and lead committees, teams and projects.
• Promote teamwork, collaboration and implementation of best practices throughout the Operations function.
• Collaborate with colleagues at other locations to improve performance and coordinate activities between sites.
• Serve as an escalation point for teams to ensure a high level of customer satisfaction.
• Prepare and deliver on-going management reports to a variety of audiences.
• Participate as a member of the Strategic Support Services management team.

Qualifications

• Bachelor’s degree in a business related field or equivalent experience.
• Ten years of experience working in an operations environment, preferably in the insurance/financial services industry.
• Five years of management experience.
• Leadership skills to oversee teams and drive performance results.
• Problem-solving, analytical and decision-making skills.
• Communication and interpersonal skills to interact with staff and all levels of management.
• Ability to handle multiple responsibilities under pressure.
• Ability to grasp technical and complex concepts, and convey to staff and internal/external customers.
• Proficiency using MS Office tools.

Preferred Quals:

• Proven track record building Centers of Excellence to support core operational functions.
• Experience leading large-scale transformational projects.
• Demonstrated ownership of multi-million-dollar budgets, head-count forecasting, and SLA performance tracking.
• Experience leading vendor transition or onboarding efforts.
• Strong executive presence, ability to present complex topics and ideas clearly and succinctly.

Working Conditions

• Office environment.
• Occasional travel.

The Salary for this position generally ranges between $130,000-$160,000 annually. Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including qualifications, experience, geography, work location designation (in-office, hybrid, remote) and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law.
Additionally, this position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at the Company’s discretion.
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 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

Inclusion & Diversity
We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We’re thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women.
To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs. This includes our company-sponsored, employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to all employees. They provide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all.
Giving Back
We believe our responsibilities extend beyond our corporate walls. That’s why we created the
Aegon Transamerica Foundation
in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work.
Transamerica’s Parent Company
Aegon

acquired the Transamerica business in 1999. Since its start in 1844, Aegon has grown into an international company serving more than 23.9 million people across the globe.* It offers investment, protection, and retirement solutions, always with a clear purpose: Helping people live their best lives. As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity.

• As of December 31, 2023

Responsibilities

• Oversee department staffing structures to achieve business and financial goals.
• Establish best practices and execution frameworks across training, quality and staff management functions.
• Support vendor management and vendor operations functions through process transition planning, training, and vendor onboarding.
• Develop process to centralize and govern procedure documentation across diverse operational functions.
• Leverage best practices for instructional design and training, creating comprehensive learning and development plans for key operational processes.
• Assess and measure quality metrics across core business processes.
• Manage direct reports to ensure performance expectations are met. Provides guidance in professional development activities and goals.
• Identify opportunities for improvement throughout Operations and provide proposals to executive leadership.
• Assist, facilitate and lead committees, teams and projects.
• Promote teamwork, collaboration and implementation of best practices throughout the Operations function.
• Collaborate with colleagues at other locations to improve performance and coordinate activities between sites.
• Serve as an escalation point for teams to ensure a high level of customer satisfaction.
• Prepare and deliver on-going management reports to a variety of audiences.
• Participate as a member of the Strategic Support Services management team