T

Transamerica

Financial services and longevity planning

Director – Corporate Development

Corporate StrategyConfirmed live in the last 24 hours
Full-time

About the Job

Requirements

  • A bachelor's degree in finance, business, economics, or a related field is required.
  • Ten years of experience in corporate development, investment banking, or financial analysis is required.
  • Experience managing direct reports or leading cross-functional teams is required.
  • Strong financial modeling and valuation skills are required.
  • Experience leading complex, high-visibility projects with limited supervision is required.
  • Knowledge of the financial services industry and the organization’s business lines is required.
  • Proficiency in Microsoft Word, Excel, and PowerPoint is required.

Responsibilities

  • Source and prioritize transactions aligned with growth strategy and capital allocation objectives.
  • Build and manage the strategic pipeline using competitive analysis and market signals to define targets and investment theses.
  • Lead, coach, and develop the Corporate Development team and standardize diligence, financial modeling, and governance processes.
  • Lead cross-functional diligence to assess strategic fit, risks, and value creation and drive recommendations.
  • Develop transaction financial models and return analyses, including statutory and Generally Accepted Accounting Principles impacts, capital and Risk-Based Capital, liquidity, and rating considerations.
  • Prepare executive leadership and Board of Directors materials supporting strategic decisions, including rationale, economics, risks, mitigations, and milestones.
  • Lead external workstreams with banks, legal counsel, and counterparties, including nondisclosure agreements, indications of interest, letters of intent, diligence plans, and closing activities.
  • Structure and negotiate mergers and acquisitions, reinsurance, and distribution or joint venture transactions to optimize strategic fit, returns, and regulatory readiness.
  • Lead post-transaction integration and value capture activities, including Day 1/100 plans, governance, key performance indicator tracking, and issue resolution.

Desired Qualifications

  • A Master of Business Administration is preferred.
  • A background in finance, legal, or actuarial disciplines is preferred.
  • Experience in mergers and acquisitions or strategic partnerships is preferred.
  • Certified Public Accountant certification is preferred.
  • Chartered Financial Analyst certification is preferred.

About the Company

Transamerica

Financial services and longevity planning

Transamerica helps financial professionals, brokers, agents, advisors, and employers design and deliver financial plans that adapt to longer lifespans. It provides life and retirement solutions distributed through its network (Transamerica Capital, Inc.) to empower clients and employees to pursue their goals at every stage of life. Its products work by using advisor-led planning and tailored financial solutions to cover life events, retirement, and ongoing financial needs across multiple stages. The company differentiates itself by focusing on longevity planning and multi-stage life planning through a broad advisor and employer distribution network, and by offering a suite of products designed to help people take control of their financial future. Its goal is to help people live their best life by providing guidance and products that support financial security as life stages extend.

Company size
10,001+
Company stage
Not listed
Total funding
Not listed
Headquarters
Baltimore, MD
Founded
1904

Recently Posted Jobs

Explore more opportunities at Transamerica

See more jobs