Senior Director, Pooled Plans Product Growth

Transamerica Corporation

Northern (KY)

Hybrid

USD 200,000 - 225,000

Full time

14 days+
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Job summary

Transamerica Corporation is seeking a Senior Director for Pooled Plans Product Development to lead the pooled plan roadmap and cross-functional collaboration. The role focuses on accelerating growth, defining service models, and aligning pricing, marketing, and operations with strategic objectives.

The position requires deep retirement services expertise, strategic leadership, and a proven ability to socialize recommendations to senior leadership. Travel is moderate as needed.

Qualifications

  • Bachelor’s degree in Business, Finance, Economics, or related field.
  • Twelve years of experience in retirement services, product management, or financial services with deep pooled plan expertise.
  • Eight years of management experience leading and developing teams.
  • Strong leadership through coaching and performance management.
  • Proven ability to develop and execute product strategy and roadmap initiatives.
  • Excellent communication and presentation skills.

Responsibilities

  • Develop and maintain strategy for accelerating pooled plan growth and service model for all pooled plan product types.
  • Collaborate across functional areas to understand and document model gaps and during RFP and pre-sales process.
  • Analyze market trends, data and competitive landscape to discern pooled plan product opportunities and translate market conditions into development.
  • Make and socialize recommendations to product leadership and internal teams on strategic decisions (features, positioning, profitability, milestones).
  • Ensure product ideas are efficiently sourced and prioritized with cross-functional teams.
  • Lead development and maintenance of large institutional PEP relationships aligned to strategic objectives.
  • Collaborate with distributors, Marketing, Finance, IT and other stakeholders to plan features, profitability, and launch dates.
  • Provide reporting on Pooled Plan business and ongoing initiatives.
  • Act as retirement business SME for all pooled plan products (PEPs, MEPS, Exchange plans).
  • Foster a culture of collaboration, transparency, quality delivery, accountability, and continuous improvement.

Skills

Leadership
Analytical skills
Communication skills
Strategic planning
Cross-functional collaboration
Data analysis tools
Presentation skills
Market analysis

Education

Bachelor’s degree in Business, Finance, Economics, or related field
MBA or advanced degree

Job description

Transamerica Corporation is seeking a Senior Director for Pooled Plans Product Development to lead the pooled plan roadmap and cross-functional collaboration. The role focuses on accelerating growth, defining service models, and aligning pricing, marketing, and operations with strategic objectives.

The position requires deep retirement services expertise, strategic leadership, and a proven ability to socialize recommendations to senior leadership. Travel is moderate as needed.

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