Transamerica
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The Compliance Officer will perform field office audits to ensure adherence to policies and regulatory requirements, assess risks, prepare audit reports, conduct training, and enhance the audit program. They will also respond to inquiries from agents and clients and manage the audit calendar.
The Financial Adjustment Specialist is responsible for analyzing and correcting financial transaction errors within retirement plans, providing consultation for error avoidance, and working closely with internal teams to establish correction strategies. This role includes error analysis, procedural recommendations, and effectively communicating with internal customers.
The Marketing Manager will design and implement strategies to promote company products, driving engagement with financial professionals and evaluating program effectiveness. Responsibilities include collaborating on strategic plans, leading campaign initiatives, defining target audiences, and optimizing marketing processes for performance.
Manage a team of insurance supervision analysts who conduct reviews of independent licensed insurance agents. Oversee daily operations of the supervision program, including audits, processes, procedures, training, and reporting to mitigate regulatory risks.
The role involves providing high-level administrative support to executive management, preparing confidential documents, managing calendars, scheduling meetings, making travel arrangements, and acting as a liaison between executives and various stakeholders.
The Senior Accountant will analyze financial records, prepare financial reports, lead audits, oversee month-end closing processes, and assist in establishing internal controls while providing guidance to junior team members.
The Financial Operations Contract Analyst will handle daily financial transaction processes, administer contractual terms, and conduct market value assessments. The role includes analyzing deposit and withdrawal trends, processing fee receipts, and maintaining systems for documentation and communication.
As an Intermediate Accountant, you'll perform intermediate accounting tasks with general supervision. Your responsibilities will include accurate recording of accounting transactions, financial report preparation, data analysis, and ensuring adherence to internal controls. You'll also assist in accounting and financial reporting projects as needed, contributing ideas for process success.
Oversee Marketing Analysts and ensure project deliverables are met while managing marketing technology resources. Responsible for implementing marketing technology systems, improving existing processes, and collaborating with cross-functional teams for optimized campaigns and analytics solutions.
The Head of Product and Partner Solutions is responsible for the World Financial Group (WFG) product/portfolio curation, oversight, and governance activities in North America, supporting over 75,000 agents and financial professionals. This role involves managing strategic partner relationships, contractual agreements, and product governance to enhance the agent, client, and advisor experience.
The Intermediate Accountant role involves performing accounting functions such as invoicing, financial reporting, and reconciliations under general supervision. Responsibilities include utilizing financial principles to process payments, analyze data, and prepare variance reports while ensuring compliance with procedural standards.
The Associate Actuary will analyze non-routine transactions related to various life insurance products and reinsurance, produce quantitative forecasts, and communicate findings effectively to both actuarial and non-technical senior management, while supporting ad-hoc initiatives.
As a Document Management Coordinator, you'll be responsible for processing incoming and outgoing mail, prepping, scanning, and indexing documents into the Automated Workflow Distribution system. Additional tasks include accurate data entry, managing stored documents, and ensuring efficient retrieval and research of returned mail.
In this role, you will lead procurement strategy development, negotiate contracts, manage supplier relationships, and oversee the contracting process for Market Data services. You'll also mentor others on procurement best practices.
The Sr Enhanced Underwriting Analyst ensures the quality of underwriting applications through testing and validation. They collaborate with project teams to gather requirements, develop test plans, and document defects, aiming for effective communication across development and business teams.
The Lead Category Manager identifies and engages with suppliers to negotiate contracts, provides insights on market dynamics, and develops category strategies to improve procurement processes. The role focuses on cost containment, supplier innovation, and building long-term partnerships.
The Senior State Filing Analyst at Transamerica is responsible for researching and applying state laws, drafting policy forms, developing state-specific form variations, filing products for approval, reviewing marketing materials, and negotiating with regulators for product approvals.
The Senior Accountant performs complex accounting functions, prepares financial reports, and analyzes financial data. Responsibilities include verifying journal entries, processing financial transactions, and assisting in the preparation of financial statements and tax returns, while ensuring accuracy and compliance with regulations.
The Intermediate Tax Accountant will assist with the accounting, reporting, and deposit of withholding tax related to information returns. The role involves reconciling and adjusting accounting information, seeking continuous improvement processes, and liaising with various business units regarding tax administration inquiries.
The Senior Client Executive is responsible for managing relationships with clients on MEP plans, ensuring asset retention, conducting plan reviews, and addressing service issues. Key duties include consulting on plan design, enhancing loyalty among clients and brokers, and adhering to documentation standards for risk reduction.