Manager, Workflow & Resource Management

at  Transamerica

Job Family
Marketing - General
About Us
At Transamerica, hard work, 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
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
The Manager of Workflow and Resource Management will plan, assess and allocate resources across the Customer Experience and Marketing portfolio. The role will lead the intake, traffic and prioritization of various marketing projects to ensure that the organization has the necessary resources to meet planned project demand, focusing on work that best aligns with the company’s overall objectives. The Manager of Workflow and Resource Management will also be responsible for defining and improving processes and workflows to effectively and efficiently deliver marketing campaigns and assets. Finally, this position will partner with Marketing Technology to track and report on workflow and resource effectiveness using quantitative and qualitative methods.
Job Description

Responsibilities

• Ensure that marketing programs are on track with unit’s strategy
• Ensure that marketing programs are delivered on schedule and within budget
• Contribute to marketing unit/business unit strategies
• Plan, direct and execute intake, traffic and prioritization for marketing strategies, campaigns, and education programs to support company strategies and goals while maintaining a competitive position in the marketplace. Ensure campaigns and programs meet marketing unit/business unit objectives
• Ensure that financial goals are met. Adapt unit’s plans and priorities to address resource and operational challenges, flagging and resolving capacity concerns via prioritization
• Implement, oversee, reinforce and optimize end-to-end campaign process
• Conduct capacity planning and checks through the entire process; from strategy to planning to execution. Oversee implementation of new initiatives
• Analyze program effectiveness for resource and workflow management, and make/recommend improvements
• Identify, analyze and prioritize new marketing workflow and resource management opportunities
• Keep abreast of industry and consumer trends, and translate information into positive unit actions
• Actively and effectively develop employees. Provide technical guidance to employees, colleagues, and/or customers
• Ensures compliance with legal, regulatory and contractual obligations

Additional Responsibilities

• Work closely with Center of Excellence leaders, project managers, and other stakeholders to support resource management processes and improve efficiency
• Review and assign resources for production requests to update existing marketing assets, recommending opportunities to reimagine and improve workflow
• Manage resource conflicts and bottlenecks (e.g., scope creep, rush requests) through prioritization, project reassignments, and other resource management techniques
• Own in-process marketing calendar, working with stakeholders to ensure accuracy
• Proactively update stakeholders and senior management with any issues, including challenges in meeting business needs due to resource constraints
• Participate in collaborative planning sessions to weigh in on capacity and timelines during campaign strategy and plan development

Qualifications

• Bachelor’s degree or equivalent work experience
• Seven years of experience in Marketing or Financial Services/Insurance
• Solid knowledge of marketing methods and principles
• Project management skills
• Excellent organizational skills and communication skills
• Analytical ability with working knowledge of marketing financials
• Proficient computer skills with Microsoft Office Suite
• Staff management skills

Preferred Qualifications

• Ability to prioritize and manage multiple tasks efficiently
• Critical thinking, analytical and forecasting skills
• Proven track record of creative problem solving and conflict resolution
• Interpersonal skills (effective communication, collaboration, the ability to navigate difficult conversations)

Working Conditions

• Office environment: remote work location

Compensation
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 Salary for this position generally ranges between $98,000 - $110,000 annually. This range is an estimate, based on potential qualifications and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law.
Bonus Eligibility
This position is also typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at Company Discretion.
This job description is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request.
Worried about not having every single qualification listed? It’s okay. If it’s a role you’re interested in, we encourage you to apply. Employees who enjoy their jobs are one of our favorite things.
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

• Ensure that marketing programs are on track with unit’s strategy
• Ensure that marketing programs are delivered on schedule and within budget
• Contribute to marketing unit/business unit strategies
• Plan, direct and execute intake, traffic and prioritization for marketing strategies, campaigns, and education programs to support company strategies and goals while maintaining a competitive position in the marketplace. Ensure campaigns and programs meet marketing unit/business unit objectives
• Ensure that financial goals are met. Adapt unit’s plans and priorities to address resource and operational challenges, flagging and resolving capacity concerns via prioritization
• Implement, oversee, reinforce and optimize end-to-end campaign process
• Conduct capacity planning and checks through the entire process; from strategy to planning to execution. Oversee implementation of new initiatives
• Analyze program effectiveness for resource and workflow management, and make/recommend improvements
• Identify, analyze and prioritize new marketing workflow and resource management opportunities
• Keep abreast of industry and consumer trends, and translate information into positive unit actions
• Actively and effectively develop employees. Provide technical guidance to employees, colleagues, and/or customers
• Ensures compliance with legal, regulatory and contractual obligation

Additional Responsibilities

• Work closely with Center of Excellence leaders, project managers, and other stakeholders to support resource management processes and improve efficiency
• Review and assign resources for production requests to update existing marketing assets, recommending opportunities to reimagine and improve workflow
• Manage resource conflicts and bottlenecks (e.g., scope creep, rush requests) through prioritization, project reassignments, and other resource management techniques
• Own in-process marketing calendar, working with stakeholders to ensure accuracy
• Proactively update stakeholders and senior management with any issues, including challenges in meeting business needs due to resource constraints
• Participate in collaborative planning sessions to weigh in on capacity and timelines during campaign strategy and plan developmen