Lead Modernization Delivery Analyst - Financial Assets

Job Family Corporate Development, Strategy and Sustainability

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.* For more information, visit transamerica.com.

Job Description Summary Lead complex modernization, remediation, transformation, and strategic initiatives by coordinating with cross-functional stakeholders and/or third-parties, identifying risks and dependencies, and ensuring successful delivery of business and technology outcomes. Serve as a trusted advisor to business leaders, product teams, technology partners, and project teams to drive execution, transparency, and continuous improvement across the modernization portfolio and/or third party program.

Job Description

Responsibilities

• Support the planning, execution, and implementation of complex modernization, remediation, conversion, and transformation initiatives across business and technology functions and/or with third parties.
• Coordinate activities across business, operations, technology, vendor, and project teams to ensure alignment of deliverables, timelines, dependencies and implementation objectives.
• Develop and maintain project plans, milestone tracking, action logs, and status reporting to support effective delivery management
• Analyze business processes, operational workflows, and system capabilities to identify improvement opportunities, process gaps, and implementation impacts.
• Assess operational, financial, and implementation impacts of modernization initiatives, identifying risks, dependencies, and potential stranded cost exposure to support informed decision-making and improve delivery or administration support outcomes.
• Gather, document, and validate business requirements and operational needs, translating them into clear and actionable implementation recommendations.
• Facilitate meetings, working sessions, and stakeholder discussions to track progress, resolve issues, and support informed decision-making.
• Support business readiness activities, including testing coordination, process documentation, training support, operational transition planning, and post-implementation follow-up.
• Drive delivery issues to resolution and escalate risks, issues, barriers to management as appropriate.
• Prepare dashboards, reports, presentations, and other communications that provide visibility into project status, deliverables, risks, and outcomes.
• May assist in negotiating service agreements and performance/quality metrics; ensure contractual obligations are met.

Qualifications

• Bachelor’s degree in business administration, operations management or applicable field, or equivalent experience
• 7+ years of relevant experience
• Experience in successfully leading and executing projects or initiatives that may work with cross functional teams and/or with third party vendors
• Strong understanding of system environments, terminology, and infrastructure
• Excellent written and oral communication skills to interact with staff and management at all levels
• Strong relationship building, negotiation, and facilitation skills
• Problem-solving, decision-making, and organizational skills to manage programs in a complex environment

Preferred Qualifications

• Strong understanding of vendor management concepts, best practices, industry trends, and implementation techniques (e.g. contract negotiations, vendor performance monitoring, vendor pricing methods)
• Project management related certification or designation (PMP, CAPM)

Working Conditions

• Office environment
• Hybrid office environment (Tuesday, Wednesday, Thursday)
• Locations: Cedar Rapids, Denver, Philadelphia
• Occasional travel (<10%)
• Travel for internal business meetings, team meetings, training or to visit vendor locations

The Salary for this position generally ranges between $105,000-120,000 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.

Applicants must possess legal authorization to work for our company in the U.S. without the need for immigration, sponsorship or otherwise serving as an employer of record for immigration employment purposes. At this time, this role is not eligible for immigration-related employment authorization sponsorship.

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 in order 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