• Job Description

  Req#: R20052146

  Job Family

  Business or Functional Leader

  Who We Are

  Transamerica has been helping people feel better about the future for more than 100 years. We provide investment, retirement, and life insurance solutions to more than 11 million customers throughout the U.S. But the way we see it, our responsibility goes beyond our clients’ accounts. We’re in the business of helping people live well and empowering them to create a better tomorrow through the financial and health-related habits they form today. We help people prepare by providing solutions that consider the whole picture.

  What We Do

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

  Job Description Summary

  The Chief Operating Officer WFG & VP Transamerica will serve in an executive capacity and will be responsible for the development and execution of WFG’s operating strategy to support the continued growth and transformation of WFG. This role will also be responsible for effectively overseeing the activities of the broker/dealer, TFA -Transamerica Financial Advisors. This position will report to and work closely with the President of WFG & SVP of Transamerica.

  Job Description

  Job Description Responsibilities

  • Develop and implement the operating strategy for WFG to successfully align with the vision for accelerated growth. This includes finding efficiencies and reducing friction in all aspects of serving our agents, customers, partners, and future market position.
  • Lead all operating activities across WFG and own the execution of strategic initiatives.
  • Manage all aspects of a multi-million-dollar operational budget, to deliver on goals, to manage within expense guidelines, to drive efficiency, reduce cost and ensure profitable operations.
  • Champion the identification and mitigation of organizational risks.
  • Drive high-quality execution and operational excellence by communicating clear direction and expectations. Build and manage with strong compliance, regulatory & industry ethical standards.
  • Lead, coach, and mentor a team of 120+ individuals. Promote and foster employee engagement and well-being by driving collaboration, innovation, transparency, inclusion and trust across the function and organization. Build high performing, diverse teams to meet business needs. Provide superb coaching.
  • With the TFA President, guide a successful and collaborative TFA team to achieve annual Gross Dealer Concession (GDC) goals and deliver on short-term and long-term targets, while creating opportunities for expansion.
  • Drive innovative and technology driven solutions to support a cloud-native, digital-first operational environment for agents and registered representatives.
  • Represent the Company on industry committees and before regulators regarding various regulatory issues.
  • Serve as a catalyst for change to drive profitable business results.

  Qualifications

  • Bachelor’s degree in a business field or equivalent experience
  • Minimum of 10 years industry leadership experience with financial services operations/service delivery, broker/dealer operations, and administration.
  • FINRA Series 7 and 24
  • FINRA Series 66 or 65
  • Proven track record of success in leading the operational aspects of insurance and broker dealer distribution serving large networks of agents and financial professionals.
  • Tech savvy with proven track record of digital expertise and experience
  • Solid financial analysis aptitude with ability to dissect and interpret large amounts of information for all facets of the businesses. Exceptional problem solving and negotiating skills.
  • Transformational experience driving top line growth.
  • Outstanding ability to influence, motivate, and collaborate with all stakeholders.
  • Strong communication and presentation skills to articulate and facilitate important messages across diverse audiences (to both internal and external stakeholders).
  • Proven experience in the ability to attract and retain top talent in the industry.
  • Experience weighing multiple options and making tough trade off decisions that protect the longevity of the organization and properly serve the customer.

  • Track record leading an organization that has successfully recruited and grown advisors and teams into the broker-dealer.

  Preferred Qualifications

  • Entrepreneurial mindset with experience in business development and/or sales to bring strategic and creative vision to the Company and successfully transition to BAU activities.
  • Proven executive leadership experience with an insurance distribution organization.
  • Life license
  • FINRA Series 6, 63
  • Knowledge of Transamerica and Transamerica products
  • Experience working with National Financial Services (Fidelity platforms) FMAX, Wealthscape, and e-Money
  • Experience managing P&L

  Working Conditions

  • Office or hybrid office/remote environment
  • Frequent travel

  **Please note that the compensation information that follows is a good faith estimate for this position only and is provided pursuant to the Colorado Equal Pay for Equal Work Act and Equal Pay Transparency Rules and other compensation posting laws. It is estimated based on what a successful candidate might be paid in certain Company locations.**

  Compensation:

  The salary for this position generally ranges between $329,000-$450,000. This range is an estimate, based on potential employee qualifications, operational needs and other considerations permitted by law. The range may vary above and below the stated amounts, as permitted by Colorado Equal Pay Transparency Rule 4.1.2.

  Bonus Eligibility:

  This position is also eligible for an Annual Bonus and Long Term Incentive, at a targeted percentage, based on the Company Bonus Plan/Individual Performance.

  Our commitment to inclusion & diversity means that we value differences. We encourage the unique perspectives of individuals and are dedicated to creating a respectful and inclusive work environment. #LI-remote #IND123

  What We Offer

  For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees .

  Compensation Benefits

  • Competitive Pay

  • Bonus for Eligible Em ployees

  Benefits Package

  • Pension Plan

  • 401k Match

  • Employee Stock Purchase Plan

  • Tuition Reimbursement

  • Disability Insurance

  • Medical Insurance

  • Dental Insurance

  • Vision Insurance

  • Employee Discounts

  • Career Training & Development Opportunities

  Health and Work/Life Balance Benefits

  • Paid Time Off starting at 160 hours annually for employees in their first year of service.

  • Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).

  • Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars

  • Parental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of s ervice at the time of birth, placement of an adopted child, or placement of a foster care child.

  • Adoption Assistance

  • Employee Assistance Program

  • College Coach Program

  • Back-Up Care Program

  • PTO for Volunteer Hours

  • Employee Matching Gifts Program

  • Employee Resource Groups

  • Inclusion and Diversity Programs

  • Employee Recognition Program

  • Referral Bonus Programs

  • Peer Recognition Program (BRAVO)

  Inclusion & Diversity

  Transamerica has made a strong commitment to inclusion and diversity, and we are proud to be an organization where all perspectives are valued. Transamerica has earned recognition for its strong efforts year-over-year, including from the Human Rights Campaign’s Foundation Corporate Equality Index, the Diversity Best Practices Inclusion Index, and Seramount’s “100 Best Companies” list.

  In addition, as part of Transamerica’s commitment to maintaining an inclusive workplace, the company sponsors employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to all employees and provide a supportive environment for raising diversity awareness and promoting inclusive behavior.

  Giving Back

  Transamerica believes our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994. Through a combination of financial grants and the volunteer commitment of our employees, this foundation supports nonprofit organizations focused on the education, health, and well-being of the communities where we live and work.

  https://www.transamerica.com/why-transamerica/aegon-transamerica-foundation

  Transamerica’s Parent Company

  Aegon acquired the Transamerica business in 1999. Aegon’s roots go back more than 175 years to the first half of the nineteenth century. Since then, Aegon has grown into an international company, with businesses in the Americas, Europe, and Asia. Today, Aegon is one of the world’s leading financial services organizations, providing life insurance, pensions, and asset management. As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity.

  Websites

  Transamerica | Protecting Your Wealth and Health since 1906

  Aegon Group Corporate Website | Aegon

  Management Team

  Transamerica Leadership - Standing For Financial Innovation Since 1906 | Transamerica

• About the company

  Helping people live better today and worry less about tomorrow. Products: Insurance, Retirement, Investment

Notice