Product Strategist - AM

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.
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* Required Qualifications:

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* * 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).
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* Preferred Qualifications:

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* * FINRA Series 7
* CIMA*  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.
** 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…