Sr Manager, Marketing, Portfolio Management ( Work From Home)

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 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

The Sr. Manager of Marketing Portfolio Management will facilitate a strategic approach to prioritizing the entire range of CX, digital and marketing activities and across the Individual Solutions CX and Marketing department. The role involves assessing, prioritizing, and allocating resources to various marketing projects, campaigns, and activities to ensure that they align with the company's overall objectives and deliver the best possible return on investment (ROI). This role will help the organization deliver more personalized and relevant experiences to our customers, ultimately driving higher customer satisfaction and engagement while improving operational efficiencies across the department and enterprise.

Work in alignment with senior leadership to ensure CX and Marketing strategic business priorities are identified, prioritized and executed.

Job Description

Core Responsibilities

• Define and establish strategic planning processes, plans, priorities, capabilities, measures of success, etc. across the CX and Marketing organization.
• Identify, analyze and prioritize new marketing planning and portfolio optimization opportunities.
• Lead team in implementation of new or updated processes
• Develop and/or maintain strategic roadmap and assigned strategic dashboards/tracking mechanisms.
• Ensure that resources are well utilized, and expenses are properly tracked.
• Manage the timing of inputs/outputs that drive strategic project prioritization.
• Coordinate with strategic planning contacts across the organization (including the PMO as a key stakeholder) to contribute to a holistic strategic planning process.
• Serve as the escalation point to resolve conflicts on priorities, goals, strategies, resources and key initiatives.
• Ensure that marketing unit financial goals and budget are met.
• Actively/effectively assist with developing all employees and their potential for success.
• Ensure compliance with all legal, regulatory, and contractual obligations.

Additional Responsibilities

Portfolio Optimization

• Assess marketing initiatives including product launches, advertising campaigns, content marketing efforts, social media events and understand channel/division priorities.
• Develop process to help prioritize marketing initiatives based on their strategic importance and potential impact. Some initiatives may be categorized as "core" while others as "experimental" or "low priority."
• Ensure strategic alignment and that each marketing initiative aligns with the