Transamerica
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The Senior Compliance Analyst will review and approve advertising materials, ensuring compliance with federal and state regulations. They will manage regulatory filings, conduct audits, and develop compliance programs while collaborating with various departments. Analyzing existing policies and providing guidance on regulatory requirements are also key responsibilities.
The Senior Financial Analyst is responsible for providing technical accounting guidance on investment reporting and disclosures under IFRS, US GAAP, and Solvency II. Key responsibilities include monitoring accounting pronouncements, conducting accounting research, maintaining the accounting policy manual, drafting policies, collaborating with other departments, and assisting with reporting tasks.
The Internal Sales Consultant supports and assists World Financial Group agents with life insurance and annuity sales by answering questions, providing information, and maintaining communication with agents. Responsibilities include making calls to agents, using Salesforce to track activities, training agents on sales concepts, and collaborating with other internal teams to enhance sales efforts.
The Compliance Associate provides administrative support for compliance investigations and complaint handling processes for life and health insurance and mutual fund distribution within WFG Canada. Responsibilities include managing data uploads, assisting with investigation processes, creating reports, and supporting compliance initiatives and projects.
The Client Engagement Specialist II is the first point of contact for customers seeking financial guidance. Responsibilities include initiating contact with new prospects, guiding customers through the experience, scheduling appointments with advisors, and maintaining communication with the advisor team to address customer needs.
The Product Owner at Transamerica will develop and communicate the product vision and priorities for agile teams. Responsibilities include managing backlog, collaborating with stakeholders, ensuring product alignment with company strategies, and participating in agile ceremonies. The role also involves product release planning and quality assurance to meet customer needs and drive business agility.
The Client Relationship Manager I provides personalized financial advice to clients, focusing on retirement planning and financial wellness. Responsibilities include managing client relationships, offering educational insights, ensuring customer satisfaction, and working with specialists to implement financial solutions.
Manages a team of Account Managers and Account Specialists to provide service to retirement plan sponsors, advisors, and TPAs. The role involves implementing service strategies, resolving escalated issues, building relationships, evaluating performance, and recruiting and training employees.
The Lead Human Resources Specialist will support HR policies and programs, conduct onboarding and orientation, manage HR programs, oversee recordkeeping, and assist employees with inquiries. This role requires collaboration with HR Business Partners and a focus on continuous improvement in HR processes.
The Principal Data Engineer designs and develops data architectures to enable data-driven digital business. Responsibilities include building and supporting enterprise data infrastructure, designing scalable data solutions, implementing data management best practices, and providing technology leadership. The role requires collaboration with engineers, data scientists, and business teams in an agile environment.
The Field Compliance Analyst will conduct field audits of branch offices to ensure compliance with policies and regulations, prepare audit reports, deliver training sessions, and manage audit schedules while assisting with agent and client inquiries.
The Actuary manages VA and RILA cash flow testing, assists with reporting for regulatory reserves, oversees Python-based and MG-ALFA models, leads a team, and prepares presentations for management. Responsibilities include monitoring actuarial developments and providing guidance on modeling methodologies.
The Senior Manager of Software Engineering will lead teams focused on actuarial systems, providing technical direction, team management, and collaboration with actuarial teams to develop software solutions. Responsibilities include overseeing quality assurance, ensuring regulatory compliance, and driving innovation through technology integration.
The Financial Operations Contract Analyst processes financial transactions and contract maintenance for the Synthetic GIC product, analyzing deposit and withdrawal trends, monthly market values, and fee receipts while ensuring compliance with contractual terms.
The Life Underwriting Consultant at Transamerica is responsible for effective risk selection of cases, mentoring team members, and making complex underwriting decisions. This role requires strong leadership, a focus on continuous learning, and a commitment to improving processes, all while working collaboratively in a high-paced environment.
The Virtual Regional Wholesaler is responsible for distributing Transamerica life insurance products, developing new business relationships, providing updates and resources to World Financial Group associates, and collaborating with Regional Vice Presidents to manage territory sales effectively through online presentations and meetings.
The iLEAD Accounting & Finance Leadership Summit offers undergraduate students an opportunity to network with industry leaders, gain insights into corporate finance and accounting, and explore career paths within Transamerica. Participants will engage in virtual and in-person activities designed for professional development ahead of future internship opportunities.
Performs intermediate accounting functions, ensuring accurate recording of transactions and financial reporting. Analyzes financial data and reconciles discrepancies while adhering to internal controls. May assist in documenting business processes and supervising others.
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 Defined Benefit Operations Processor facilitates various DB processes including payment processing, data entry, and beneficiary forms. This role requires reviewing payment forms, executing changes, and providing technical assistance to internal partners.