Director of Competitive Retirement Intelligence

Job Family

Job Description Summary

Job Description

Responsibilities

• 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.

Qualifications

• 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 PowerPoint

Preferred Qualifications

• 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

Working Conditions

• This is a hybrid position requiring three days (Tuesday-Thursday) in office per week in one of our hub locations (Cedar Rapids, Baltimore, Philadelphia, or Denver). 
• Relocation assistance will not be provided for this position
• Occasional Travel 25%

Compensation

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.

Additionally, this position is typically eligible for an Annual Bonus of 20% based on the Company Bonus Plan/Individual Performance and is at the Company’s discretion. 

Disclaimer:

Beware of fake job offers!

We’ve been alerted to scammers impersonating Transamerica recruiters, particularly for remote positions. Please note:

• We will never request personal information such as ID or payment for equipment upfront.
• Official offers are sent via DocuSign following a verbal offer—not through text or email

This job description is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request.

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 

• 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 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

• 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

Inclusion & Diversity  

We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We’re thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women. 

To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs. This includes our company-sponsored, 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. They provide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all. 

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 23.9 million 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 December 31, 2023