Product Strategist - Transamerica AM

Job Family Asset Management Product Development About Us At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests. Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment — one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there.

Who We Are

We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life. Today, we’re part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what’s important to them. We’re empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good — for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms.

What We Do

Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs. Transamerica employs nearly 7,000 people. It’s part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9‑million customers worldwide.

Job Description Summary

At Transamerica Asset Management, high performance, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential unleashed by leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests. Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment — one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there.

Position Overview

As a Product Strategist, you will be responsible for product development and product management of a subset of U.S. funds (Mutual Funds, ETFs) and their non-registered funds (CITs), including oversight of the lifecycle and viability of the funds.

Hybrid Role

PLEASE NOTE: This is a hybrid role, where the employee is expected to work a hybrid schedule in our Denver office.

Responsibilities

• Define, develop and deliver products to support Transamerica Asset Management’s strategy and product management function.
• Develop new U.S. funds, including product design, investment vehicle(s), and implementation.
• Oversee product management of U.S. investment vehicles and sub-funds, including ongoing profitability analysis, review of fund fees and expenses, and interaction with Management Company, intermediaries and regulatory/compliance units.
• Recommend changes to fund structures, expense allocations, total expense ratios (TER), and rationalization of individual funds and/or sub funds.
• Carry out sub-advisory relationship management.
• Represent the team during meetings with senior management and stakeholders; provide guidance and assist with issue resolution.
• Create and deliver presentations to senior management and peers on R&D research outcomes; highlight strategic recommendations for new products, enhancements, etc.
• Promote overall strategy and day-to-day tactics.
• Support with complex, strategic projects, including commercial, regulatory, and governance.
• Contribute to market analysis to identify product opportunities and improve the competitive positioning of the product range.
• Contribute to the development of marketing support, including key messaging and promotion to support sales efforts, asset retention, and drive awareness.
• Collaborate with training team on product training calls and materials.

Required Qualifications

• Bachelor's degree in a business related field or equivalent experience.
• 1‑3 years of experience in a product management/product development role.
• Experience in a sales-driven, multi-channel, distribution environment.
• In-depth understanding of the mutual fund industry as it relates to the UCITS and non‑UCITS environment.
• In-depth understanding of investment products, the financial industry, and capital markets.
• Knowledge of structuring and the operation of: Mutual Funds, ETFs, SMAs, and CITs in U.S. jurisdictions.
• Strategic thinker and self‑starter to drive strategy for the product portfolio.
• Analytical skills to translate information into strategic and tactical recommendations.
• Communication skills to deliver presentations and create investment content for delivery through print and digital mediums.
• Project management skills.
• Team player with excellent interpersonal skills to establish and maintain relationships with business groups at all levels of the organization.
• Experience using industry databases (e.g. Morningstar, eVestment, Simfund, Lipper, Bloomberg).
• Proficient using MS Office (Word, Excel, PowerPoint).

Preferred Qualifications

• FINRA Series 7 CIMA

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 $135,000-$148,000 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, the position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at the Company’s discretion. For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well‑being of our employees.

Job and Compensation Levels

Job and compensation levels depend upon an applicant’s qualifications including the extent of candidate’s relevant experience and other job-related factors and will be determined by hiring supervisors/managers and HR.

Benefits

• Competitive Pay Bonus for Eligible Employees
• 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
• College Coach 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

Diversity and Inclusion

At Transamerica Asset Management, we are committed to fostering a diverse workforce and an inclusive culture. We are more than an Asset Management firm– we are a people business, and we recognize that delivering excellent client outcomes comes from embracing diverse perspectives. We value diversity in the full range of human uniqueness without limitation including race, gender, ability, language, culture, beliefs, age, origin, background, perspectives and experiences.

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 23.9million 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 December31,2023.

Privacy Practices

For more information about Transamerica’s privacy practices, click here.