Director, Operations and Service - TFA

Job Family

Operations - 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

Plan, direct, and manage multifunctional Operations teams with a focus on production and the creation and delivery of services to internal and external clients. Ensure department goals are in alignment with company strategies.

Job Description

Responsibilities

• Oversee department staffing structures to achieve business and financial goals.
• Manage direct reports to ensure performance expectations are met.  Provides guidance in professional development activities and goals.
• Identify opportunities for improvement throughout Operations and provide proposals to executive leadership.
• Assist, facilitate and lead committees, teams, and projects.
• Promote teamwork, collaboration, and implementation of best practices throughout the Operations function.
• Collaborate with colleagues at other locations to improve performance and coordinate activities between sites.
• Serve as an escalation point for teams to ensure a high level of customer satisfaction.
• Prepare and deliver on-going management reports to a variety of audiences.
• Participate as a member of the Operations management team.

Qualifications:

• Bachelor’s degree in a business field or equivalent experience
• Ten years of experience managing broker-dealer and RIA operat