Director, Wealth Management

Job Family

Asset Management Product Development

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. 

    

Transamerica is a part of Aegon, an integrated, diversified, international financial services group. The Aegon companies employ over 21,500 people and have approximately 31.7 million customers.* For more information,  visit www.transamerica.com. 

 

Who We Are 

  

Transamerica has been making financial services available to the many, not just the few, for more than 100 years. We’re a leading provider of life insurance, retirement, and investment solutions, serving millions of customers throughout the United States. Transamerica’s dedicated professionals focus on helping people live their best lives through saving, investing, and protecting their loved ones. Transamerica is dedicated to building America’s leading middle market life insurance and retirement company, providing a broad range of quality individual life insurance policies, workplace supplemental insurance benefits, workplace retirement plans, individual retirement accounts, and investment products, including mutual funds, annuities, stable value solutions, as well as investment management services. 

 

What We Do 

 

Transamerica is organized by lines of business (Life Insurance, Annuities, Mutual Funds, Retirement Plans, and Employee Benefits), which are supported by Transamerica Corporate (Corporate Development; Finance; Internal Audit; Legislative, Regulatory & Policy; Office of the CEO; People and Places; Brand; Corporate Affairs; Risk; and Technology). 

Job Description Summary

Develop innovative strategies to grow the Transamerica Financial Advisors (TFA)/Transamerica Financial Network (TFN) wealth management business. Manage and oversee existing product offerings and build out new programs for TFA’s advisors and clients. Lead team to continuously improve TFA’s wealth management business.

Job Description

Responsibilities

• Develop and manage the optimal portfolio of products/programs for TFA’s wealth management business.
• Oversee brokerage and advisory platform development and enhancements to serve our client and advisor market.
• Drive and lead the team supporting financial professionals who are growing their business with wealth management products.
• Assist in the development of standardized operational and supervisory processes for the advisory business/platforms.  
• Develop initiatives to train, educate and advise IARs on products, services and programs to increase productivity.

Qualifications

• Bachelor’s degree in business or finance, or equivalent experience
• Ten years of experience in broker/dealer and/or registered investment advisor industry
• FINRA Series 7
• FINRA Series 65 or 66
• Leadership/management experience with ability to manage internal and external relationships
• Experience in the creation, implementation, and maintenance of fee based advisor platforms

Preferred Qualifications

• Independent broker-dealer experience
• ChFC or CFP designation
• Familiarity with leading wealth management and custodian platforms: Foliofn, Envestnet

Working Conditions

• Office or hybrid office/remote environment
• Moderate travel- 25%

**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 $135,000-$145,000 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.

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.

#LI-REMOTE #IND123

What We Offer  

 

For eligible employees, we of