Head of Operations - WFG

Aegon Global Business Solutions Center; Denver (CO); On-site; USD 240,000 - 270,000; Full time

Benefits offered by this job

Competitive Pay

Benefits Package

Pension Plan

401k Match

Employee Stock Purchase Plan

Tuition Reimbursement

Health Insurance

Job summary

Transamerica is seeking an accomplished Operations leader to advance business lines by developing strategic product roadmaps, ensuring excellence in service delivery, leading organizational change, and building an engaged Operations team.

You will set operating strategy for WFG, translate priorities into clear plans, and drive end-to-end service delivery with emphasis on quality, regulatory discipline, and customer experience.

Qualifications

• Bachelor’s degree or equivalent experience in business/finance
• 10+ years of leadership in operations and service delivery
• Strategic mindset with ability to translate requirements into action
• Strong communication, problem solving and negotiation skills

Responsibilities

• Set operating strategy for WFG, translating priorities into clear plans
• Lead end-to-end service delivery with focus on quality and customer experience
• Partner with senior leaders to align operational priorities with business growth
• Own the operational performance framework with service levels and metrics
• Drive simplification and continuous improvement across operations
• Manage third-party and shared-service relationships with clear performance expectations

Skills

Leadership

Strategy

Operations management

Communication

Education

Bachelor’s degree in business, finance or related field

Job description

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

Advance business lines by the development of strategic product roadmaps, ensuring excellence in service delivery, leading through organizational change, and building an engaged and effective Operations team.

Job Description Responsibilities

Set the operating strategy for WFG, translating business priorities into clear plans, measurable outcomes and disciplined execution across operations, service functions.

Lead end-to-end service delivery for WFG, with focus on quality, timeliness, regulatory discipline, customer experience and operational resilience.

Partner with senior leaders across distribution, product, technology, risk, compliance, finance and third-party providers to align operational priorities with business growth and customer expectations.

Own the operational performance framework, including service levels, key metrics, capacity planning, business reviews, root-cause analysis and action plans that improve business outcomes.

Drive simplification and continuous improvement across WFG operations, using data, process discipline and stakeholder influence to improve speed, quality, cost efficiency and customer experience.

Partner with peers to champion strategic initiatives, including transformation, operating model changes, technology enablement, and transition of new capabilities into steady-state operations.

Manage third-party and shared-service relationships with clear expectations for performance, accountability, issue resolution, risk management, and continuous improvement.

Maintain strong understanding of financial services operations, customer expectations, industry practices, product trends and regulatory considerations that affect the WFG operating model.

Identify operational risks, control gaps, service issues, and business constraints, and lead practical solutions that balance customer, business, regulatory and resource needs.

Build, develop and retain a high-performing operations leadership team with clear accountability, strong talent discipline, inclusive leadership and a culture of collaboration, transparency and trust.

Qualifications

Bachelor’s degree in business, finance or related field, or equivalent experience. Ten years of leadership experience in operations and service delivery. Deep understanding of competitive landscape, customer expectations and product trends for product lines. Leadership experience in enterprise-wide transformation projects and successful transition to BAU activities. Ability to serve as the voice of the customer and translate requirements for execution. Strategic mindset, able to distill complex scenarios into straightforward, prioritized plans that create buy in. Passion to embrace change and challenge the status quo to find new solutions and drive out of the box ideas. Outstanding communication, problem solving, decision making, negotiation, and partnership skills. Ability to engage in strategic discussions and influence outcomes at the executive level. Advocate effectively and readily command attention and respect in groups. Ability to effectively resolve difficult disputes and business challenges using strong partnering and leadership skills. Ability to organize, analyze, and present data in a digestible format with meaningful recommendations. Belief that good decision making is rooted in facts. Ability to manage and plan complex, interdependent initiatives with a focus on balancing priorities for business value, resource commitments and attention to detail. Intellectual curiosity and a desire for ongoing personal and team development. Understand that people management is as important as business management. Understand how to multiply effectiveness through overall team performance.

Salary

The Salary for this position generally ranges between $240,000 - $270,000 annually. Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including qualifications, experience, geography, work location designation (in-office, hybrid, remote) 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.

What We Offer

• Competitive Pay
• Bonus for Eligible Employees
• 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 service at the time of birth, placement of an adopted child, or placement of a foster care child.
• Adoption Assistance
• Employee Assistance 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 Inclusion & Diversity

We Believe Our Commitment to Diversity and Inclusion Creates a Work Environment Filled with Exceptional Individuals

We’re thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women.

To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs. This includes our company-sponsored, 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. They provide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all.

Giving Back

We believe our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work.

Transamerica’s Parent Company

Aegon acquired the Transamerica business in 1999. Since its start in 1844, Aegon has grown into an international company serving more than 23.9 million people across the globe.* It offers investment, protection, and retirement solutions, always with a clear purpose: Helping people live their best lives. 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.

* As of December 31, 2023

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.

For more information, visit www.transamerica.com.

* As of December 31, 2022

For more information about Transamerica’s privacy practices, click here.