Job description
Job Family
Asset Management Operations
Who We Are
Transamerica has been helping people feel better about the future for more than 100 years. We provide investment, retirement, and life insurance solutions to more than 11 million customers throughout the U.S. But the way we see it, our responsibility goes beyond our clients’ accounts. We’re in the business of helping people live well and empowering them to create a better tomorrow through the financial and health-related habits they form today. We help people prepare by providing solutions that consider the whole picture.
What We Do
Transamerica is organized by lines of business (Life Insurance, Annuities, Mutual Funds, Retirement Plans, Employee Benefits, and Financial Assets), which are supported by Transamerica Corporate (Corporate Development; Finance; Internal Audit; Legislative, Regulatory & Policy; Office of the CEO; People, Places & Brand; Risk; and Technology).
Job Description Summary
Responsible for providing a broad range of support for the RIA, in addition to providing service, guidance, and marketing support for TFA’s IARs. Ensure that all program offerings conform to firm and industry standards.
Job Description
Responsibilities
- Seamlessly integrate with the Advisory Services team in further developing, refining and maintaining its platforms and brand.
- Work with Compliance, Operations, and outside vendors to resolve issues and ensure appropriate business processes.
- Answer inbound inquiries from brokerage Representatives relating to the full suite of Advisory Services’ programs.
- Work with IARs in generating client proposals and analyze asset allocation structures.
- Work with team members in creating and executing advisory program initiatives.
- Analysis on topics relating but not limited to pricing, performance calculations, platform comparisons, etc.
- Aggregation and analysis of data for various RIA related committee meetings.
- Participate in the due diligence on new and existing Advisory programs.
- Participate in marketing and recruiting initiatives to grow the broker/dealer. Work with management to process feedback from sales and operations to determine reasonable enhancements and determine priorities.
- Deliver presentations via Webex and in person to field representatives related to Advisory programs.
- Develop operational forms and marketing correspondence.
- Ongoing calculation and analysis of advisory assets under management.
- Partner with third party money managers to update and obtain Compliance approval on marketing pieces.
- Schedule third party webinars for training/education purposes.
Qualifications
- Bachelor’s degree in a business field or equivalent experience
- Three years’ experience in the Broker-Dealer or Registered Investment Advisor industry
- Superior verbal and written communication skills, with the ability to present to live groups
- Ability to work independently with minimal supervision
- Excellent organizational and prioritization skills essential
- Proficiency with PowerPoint, Excel, and Word
Preferred Qualifications
- FINRA Series 7, 24, and 65 or 66
- Experience working with fee based platforms
- Advanced Degree in business, economics or closely related field
- Expertise with Envestnet and FOLIO platforms – including billing functions
- CFP, CFA, or CIMA designations
- Trading and trade quality assurance on the FOLIOfn brokerage platform and other 3rd party trading platforms.
- Process various types of advisory platform work out of an automated workflow system.
- Support the RIA with proprietary program billing functions.
Working Conditions
- Remote environment
- Occasional travel
Compensation
**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 $50K-60K. 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 Company 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
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Competitive Pay
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Bonus for Eligible Employees
Benefits Package
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Pension Plan
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401k Match
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Employee Stock Purchase Plan
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Tuition Reimbursement
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Disability Insurance
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Medical Insurance
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Dental Insurance
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Vision Insurance
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Employee Discounts
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Career Training & Development Opportunities
Health and Work/Life Balance Benefits
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Paid Time Off starting at 160 hours annually for employees in their first year of service.
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Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).
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Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars
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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.
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Adoption Assistance
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Employee Assistance Program
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College Coach Program
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Back-Up Care Program
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PTO for Volunteer Hours
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Employee Matching Gifts Program
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Employee Resource Groups
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Inclusion and Diversity Programs
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Employee Recognition Program
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Referral Bonus Programs
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Peer Recognition Program (BRAVO)
Inclusion & Diversity
Transamerica has made a strong commitment to inclusion and diversity, and we are proud to be an organization where all perspectives are valued. Transamerica has earned recognition for its strong efforts year-over-year, including from the Human Rights Campaign’s Foundation Corporate Equality Index, the Diversity Best Practices Inclusion Index, and Seramount’s “100 Best Companies” list.
In addition, as part of Transamerica’s commitment to maintaining an inclusive workplace, the company sponsors 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 and provide a supportive environment for raising diversity awareness and promoting inclusive behavior.
Giving Back
Transamerica believes our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994. Through a combination of financial grants and the volunteer commitment of our employees, this foundation supports nonprofit organizations focused on the education, health, and well-being of the communities where we live and work.
https://www.transamerica.com/why-transamerica/aegon-transamerica-foundation
Transamerica’s Parent Company
Aegon
acquired the Transamerica business in 1999. Aegon’s roots go back more than 175 years to the first half of the nineteenth century. Since then, Aegon has grown into an international company, with businesses in the Americas, Europe, and Asia. Today, Aegon is one of the world’s leading financial services organizations, providing life insurance, pensions, and asset management. 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.
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