Director IRA Product Leader

Job Family

Product and Propositioning Marketing

Job Description Summary

Provides strategic product leadership and support for the development, management, and growth of the core retirement retail advice business portfolio, which will include all solutions offered by the Transamerica Advice Center, with a heavy focus on IRA products and solutions. Develops strategy proposals, product recommendations, and roadmap options for consideration and approval by senior leadership, while helping drive approved strategies forward. Owns competitive insights, market research, and opportunity assessment to inform product direction, innovation, and business growth.

Job Description

Responsibilities

• Develop product strategy proposals and roadmap recommendations for the core retirement retail advice business portfolio, which will include all solutions offered by the Transamerica Advice Center, with a heavy focus on IRA, ensuring options are aligned with corporate growth objectives, customer needs, distribution priorities, and evolving market dynamics.

• Own market intelligence and competitive analysis efforts, identifying emerging industry trends, regulatory developments, demographic shifts, and disruptive innovations to inform product recommendations and strategic choices.

• Evaluate strategic growth opportunities, innovation initiatives, business investments, and partnership opportunities through business case development, financial analysis, and stakeholder input.

• Partner with leaders across Distribution, Marketing, Finance, Operations, Technology, Legal, Compliance, and Risk functions to shape product strategy recommendations, investment priorities, and go-to-market plans.

• Help drive approved product development initiatives from concept through market launch, supporting execution, operational readiness, regulatory compliance, and achievement of business objectives.

• Serve as a product subject matter expert, providing clear recommendations to senior leaders regarding product direction, market positioning, competitive insights, and growth opportunities.

• Build and maintain relationships with distributors, consultants, TPAs, vendors, industry organizations, and other external stakeholders to gather insights, enhance market understanding, and identify new opportunities.

• Coach, support, and collaborate with product professionals and cross-functional partners by fostering accountability, collaboration, and continuous improvement.

• Present strategy proposals, portfolio performance updates, innovation concepts, and investment recommendations to senior leadership forums to support informed decision-making and resource prioritization.

Qualifications

• Bachelor's degree in Business, Finance, Marketing, Economics, or a related field, or equivalent combination of education and experience

• 10+ years of progressive product management, product development, product strategy, or financial industry experience

• Minimum 3 years of leadership experience managing product workstreams, cross-functional initiatives, or product professionals

• Extensive knowledge of financial or insurance products, plan administration, industry regulations, distribution channels, and market trends

• Demonstrated success developing strategy recommendations and supporting complex product initiatives with measurable business, customer, or operational impact

• Strong financial acumen with experience evaluating product profitability, investment returns, business cases, and portfolio performance

• Strong strategic planning, analytical, problem-solving, and recommendation-development skills

• Strong communication, presentation, collaboration, and influencing capabilities with senior leaders and cross-functional partners

• Proven ability to support organizational change and build cross-functional alignment in complex environments

• Ability to establish credibility and influence business partners, senior leaders, and external stakeholders

Preferred Qualifications

•Knowledge of IRA solutions, retirement recordkeeping business, and wealth accumulation products

•Applicable retirement or financial services industry designations

• Master's degree in Business Administration (MBA), Finance, Marketing, or a related discipline

• Experience leading enterprise product strategy for a large financial services or insurance organization

• Experience overseeing multiple product lines and product management teams

• Background in innovation management, strategic planning, project/portfolio management and customer experience design

Working Conditions

• Office environment

• Moderate travel (10-25%)

• Travel for strategic planning sessions, industry conferences, distributor meetings, client engagements, due diligence activities, and executive leadership meetings

**Please note that the compensation information that follows is a good faith estimate for this position only and is provided pursuant to applicable pay transparency and compensation posting laws. It is estimated based on what a successful candidate might be paid in certain Company locations.**

The Salary for this position generally ranges between $130,000 - $150,000 annually. This range is an estimate, based on potential qualifications 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  

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 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