Sr. Marketing Specialist, Portfolio Management

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 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

The Senior Marketing Specialist will be responsible for key functions across the CX & Marketing portfolio, including project management, process, planning, and reporting. This role will project manage marketing requests that are channel-agnostic, span multiple channels, or originate outside of the CX & Marketing Center of Excellence. The Senior Specialist will also act as project management overflow for production (update to existing assets). Finally, this position’s responsibilities may evolve as the Portfolio Management team takes on additional responsibilities, supports other teams, or identifies ways to drive efficiencies.

Job Description

Responsibilities:

• Manage digital and promotional activities related to strategy, execution and reporting. 

• Execute campaigns to drive growth strategies for assigned products and channels as well as production overflow for updates to existing assets, including regulatory requirements and visual identify updates. 

• Partner with Sales, Marketing, and Product to kick off assigned projects, manage stakeholder and Compliance reviews, finalize and post assets.

• Support Portfolio Management efforts including forecasting and prioritization; help create plans based on learnings and translate into actionable plans; ev