Director, Analysis; Retirement

Position: Director, Competitive Analysis (Retirement)
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.

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.
* Monitor retirement plan industry conditions (including 401(k),403 (b), 457, defined benefit plans) and identify hot topics and emerging trends, among both traditional peer companies and potential disruptors
* Collect and maintain comprehensive industry and peer company data.
* Create and deliver analysis used by senior management and other stakeholders.
* Collaborate with Competitive Analysis team to share information about peer company products, and product and operational strategies.
* Lead or assist in the preparation of internal publications highlighting competitive data, and peer company and industry trends.
* Work with key stakeholders to develop and deliver new competitive research in a user-friendly manner.
* Provide research and analysis for special strategic projects.
* Build relationships across divisions and functional areas to gather and disseminate data and analysis in a timely manner.
* Share peer company and industry intelligence with Competitive Analysis team performing deeper product-level analysis.
* Bachelor's degree in business, finance, accounting, actuarial science, or equivalent experience
* Eight years of experience in competitive analysis or relevant analyst/research role
* Analytical and strategic thinker to ascertain, evaluate, and report on industry and competitive data
* Quantitative analysis and business intelligence skills
* Advanced writing, communication, and presentation skills for delivery of information to senior management, key stakeholders and team members
* Able to work independently and produce high-quality analysis under tight deadlines
* Relationship building skills to engage business groups, financial teams and leadership
* Proficiency using MS Office with advanced skills in Excel and Power Point
* CFA and/or MBA
* Wall Street research analyst (sell-side or buy-side) or investor relations experience related to the life insurance/retirement or broader financial industry

The salary for this position generally ranges between $160,000- $210,000 annually.
* Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including
* qualifications, experience, geography, work location designation (in-office, hybrid, remote) and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law.
* Pension Plan
* 401k Match
* Employee Stock Purchase Plan
* Tuition Reimbursement
* Disability Insurance
* Medical Insurance
* Dental Insurance
* Vision Insurance
* Employee Discounts
* Career Training & Development Opportunities
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