Senior Director, Capital Management

Transamerica; Philadelphia (Philadelphia County); Hybrid; USD 290,000 - 320,000; Full time

Benefits offered by this job

401k Match

Tuition Reimbursement

Medical Insurance

Paid Time Off

Job summary

Transamerica is seeking a Senior Director, Capital Management to lead the enterprise capital management framework. This role will serve as a key advisor to the CFO, focusing on capital strategy, dividend policy, and long-range financial planning.

The individual will manage consolidated balance sheets, oversee capital structure, and ensure adherence to capital policies while monitoring associated risks. A Bachelor’s degree and 12+ years in capital management are required.

Qualifications

• 12+ years of experience in capital management or financial planning.
• Advanced knowledge of capital frameworks and regulatory requirements.
• Experience preparing financial analyses for senior leadership.

Responsibilities

• Lead management of consolidated balance sheets.
• Develop and oversee capital structure and forecasting.
• Advise on capital returns and optimization strategies.

Skills

Financial modeling

Analytical skills

Microsoft Excel

Communication

Education

Bachelor’s degree in finance or related field

Master’s degree in finance or related field

Job description

Senior Director, Capital Management

The Senior Director, Capital Management owns the enterprise capital management framework and serves as a trusted advisor to the CFO and senior leadership team on capital strategy, dividend policy, and long‑range financial planning. This role operates with a high degree of independent judgment to integrate inputs across treasury, risk, and finance, enabling optimized capital structure and enhanced capital efficiency, and supporting enterprise decision‑making.

Key Responsibilities

• Lead management of consolidated balance sheets, including financial leverage, holding liquidity, free cash flow, and capital position.
• Develop and oversee capital structure and capital allocation analysis, including multi‑year capital forecasting and scenario modeling, and maintaining a toolbox to support solvency when needed.
• Advise senior management on capital returns to shareholders, issuances and redemptions of financial leverage, remittances from business units, capital allocation decisions, and capital optimization strategies.
• Provide oversight and direction for enterprise capital management reporting and analytics.
• Monitor adherence to capital management policies across business units and evaluate capital‑related risks and business initiatives.
• Deliver monthly and quarterly capital management reporting to executive and board‑level stakeholders in partnership with financial planning and analysis teams.
• Partner with treasury, risk management, investor relations, corporate development, and finance leadership to support enterprise financial objectives.
• Guide analytical support for business and multi‑year planning, quarterly business reviews, and performance review processes.
• Lead and develop capital management talent, including setting priorities and performance expectations.

Required Qualifications

• Bachelor’s degree in finance, accounting, economics, actuarial science, business, or a related field
• 12+ years of experience in capital management, financial planning & analysis, or balance sheet management within insurance or financial services
• Advanced knowledge of capital frameworks, balance sheet management, and capital instruments
• Strong understanding of regulatory capital requirements, including U.S. statutory accounting and NAIC RBC principles
• Experience preparing and presenting financial and capital analysis for senior leadership and board audiences
• Advanced proficiency in financial modeling, forecasting, and capital analytics tools
• Strong proficiency in Microsoft Excel, PowerPoint, and financial reporting systems

Preferred Qualifications

• Master’s degree in finance, accounting, economics, actuarial science, or financial management
• Experience working across both corporate and business unit finance organizations
• Exposure to enterprise capital allocation, dividend planning, and enterprise stress testing

Key Competencies

• Strategic Financial Leadership – Ability to shape enterprise capital strategy and influence long‑term financial outcomes
• Analytical & Quantitative Expertise – Strong capability in modeling, forecasting, and interpreting complex financial data
• Executive Influence – Proven ability to advise and communicate effectively with senior leaders and board members
• Cross‑Functional Collaboration – Skilled at integrating perspectives across treasury, risk, finance, and business units

Summary Value Proposition

This role is central to optimizing enterprise capital strategy and enabling informed decision‑making that drives sustainable financial strength and shareholder value.

Working Environment

This is either a hybrid position requiring three days in office per week in one of our main locations (Philadelphia, PA; New York, NY; Denver, CO; Cedar Rapids, IA; or Baltimore, MD) or Work From Home/Remote based in the United States with occasional travel for business unit engagement and leadership meetings.

Compensation

The salary for this position generally ranges between $290,000 – $320,000 annually. 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.

Legal Requirements

Applicants must possess legal authorization to work for our company in the U.S. without the need for immigration sponsorship or otherwise serving as an employer of record for immigration employment purposes. At this time, this role is not eligible for immigration‑related employment authorization sponsorship.

Disclaimer

This job description is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request.

Benefits

Compensation Benefits

• 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 paid holidays per year
• Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars
• Parental Leave – fifteen 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