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Transamerica

Financial services and longevity planning

Director – Service Delivery

Business & StrategyConfirmed live in the last 24 hours
Full-time

About the Job

Requirements

  • A bachelor's degree in business or equivalent experience is required.
  • Ten years of retirement plan experience is required.
  • Business operations leadership experience is required.
  • Experience supervising employees is required.
  • Experience working with external clients in sales, sales support, relationship management, or post-sale support is required.
  • Strong communication, interpersonal, and presentation skills are required.
  • Analytical, problem-solving, and decision-making skills are required.
  • Ability to manage multiple responsibilities under pressure is required.
  • Ability to understand and communicate complex or technical concepts is required.
  • Proficiency with Microsoft Word and Excel is required.

Responsibilities

  • Develop and execute operational strategies supporting new business onboarding, client transition services, and service delivery objectives.
  • Oversee day-to-day operations to ensure smooth functioning and timely delivery of services.
  • Provide governance and oversight of offshore and third-party service providers, ensuring performance, quality, and service level expectations are achieved.
  • Lead and oversee Large Market and Mid Market conversion activities, ensuring successful implementation and transition outcomes.
  • Be accountable for quality, reporting, training, and operational outcomes supporting all new business operations.
  • Manage operational budgets and resources, ensuring optimal allocation of funds.
  • Lead, mentor, and develop high-performing operational teams.
  • Identify and implement opportunities for improvement throughout Operations and provide recommendations to executive leadership.
  • Collaborate with cross-functional teams and stakeholders to improve performance, manage operational risks, and ensure a high level of customer satisfaction.
  • Serve as an escalation point for complex operational, client, vendor, and conversion-related issues.
  • Prepare and deliver ongoing management reports and operational insights to leadership and key stakeholders.
  • Promote teamwork, accountability, risk management, and continuous improvement throughout the Operations function.

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

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