Job Family

　　Marketing - General

　　About Us

　　At Transamerica, hard work, 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.

　　Transamerica is a part of A egon , an integrated, diversified, international financial services group . The A egon companies employ over 2 1,500 people and have approximately 31.7 million customers . * For more information, visit   www.transamerica.com .

　　Who We Are

　　Transamerica has been making financial services available to the many, not just the few, for more than 100 years. We’re a leading provider of life insurance, retirement, and investment solutions, serving millions of customers throughout the United States. Transamerica’s dedicated professionals focus on helping people live their best lives through saving, investing, and protecting their loved ones. Transamerica is dedicated to building America’s leading middle market life insurance and retirement company, providing a broad range of quality individual life insurance policies, workplace supplemental insurance benefits, workplace retirement plans, individual retirement accounts, and investment products , including mutual funds, annuities, stable value solutions, as well as investment management services.

　　What We Do

　　Transamerica is organized by lines of business (Life Insurance, Annuities, Mutual Funds, Retirement Plans, and Employee Benefits), which are supported by Transamerica Corporate (Corporate Development; Finance; Internal Audit; Legislative, Regulatory & Policy; Office of the CEO; People and Places; Brand; Corporate Affairs; Risk; and Technology).

　　Job Description Summary

　　The Sr. Manager of Marketing Portfolio Management will facilitate a strategic approach to help prioritize the entire range of CX, digital and marketing initiatives in support of the Individual Solutions organization. The role involves assessing, prioritizing, and allocating resources to various marketing projects, campaigns, and activities to ensure that they align with the company's overall objectives and deliver the best possible return on investment (ROI). This role will help the organization deliver more personalized and relevant experiences to our customers, ultimately driving higher customer satisfaction and engagement while improving operational efficiencies across the department and enterprise.

　　Job Description

　　Core Responsibilities

　　Define and establish strategic planning processes, plans, priorities, capabilities, measures of success, etc. across the CX and Marketing organization.

　　Identify, analyze and prioritize new marketing planning and portfolio optimization opportunities.

　　Lead team in implementation of new or updated processes

　　Develop and/or maintain strategic roadmap and assigned strategic dashboards/tracking mechanisms.

　　Ensure that resources are well utilized, and expenses are properly tracked.

　　Manage the timing of inputs/outputs that drive strategic project prioritization.

　　Coordinate with strategic planning contacts across the organization (including the PMO as a key stakeholder) to contribute to a holistic strategic planning process.

　　Serve as the escalation point to resolve conflicts on priorities, goals, strategies, resources and key initiatives.

　　Ensure that marketing unit financial goals and budget are met.

　　Actively/effectively assist with developing all employees and their potential for success.

　　Ensure compliance with all legal, regulatory, and contractual obligations.

　　Additional Responsibilities

　　Portfolio Optimization

　　Assess marketing initiatives including product launches, advertising campaigns, content marketing efforts, social media events and understand channel/division priorities.

　　Develop process to help prioritize marketing initiatives based on their strategic importance and potential impact. Some initiatives may be categorized as "core" while others as "experimental" or "low priority."

　　Ensure strategic alignment and that each marketing initiative aligns with the company’s overall business objectives and marketing strategy. The initiatives should contribute to the achievement of specific goals such as increased brand awareness, lead generation, cross sales or customer retention.

　　Oversee resource allocation (budget, personnel, technology) for each marketing initiative based on its strategic importance and expected impact outlining which efforts require a larger budget or staff/agency support.

　　Collect and review KPIs relevant to each channel/COE initiative and provide a monthly/quarterly readout on performance for leadership and stakeholders. Work with teams to identify how to optimize initiatives based on results. Make adjustments as needed to reallocate resources, change strategies, or even discontinue underperforming initiatives.

　　Other Skills required:

　　Inform stakeholders about the progress and performance of marketing initiatives. Regular communication and transparency are critical to ensuring that everyone involved is on the same page.

　　Utilize marketing technology and tools to streamline the management of your marketing portfolio. This may include project management software, analytics tools, and marketing automation platforms.

　　Lead a team of specialists to execute the portfolio management strategy effectively.

　　Keep up to date with industry trends and emerging technologies related to portfolio management to ensure that the organization's practices remain competitive and current.

　　Qualifications

　　Bachelor’s degree or equivalent work experience

　　Eight years' experience in Marketing or Financial Services/Insurance

　　Thorough knowledge of business problem solving principles

　　Comprehensive knowledge of financial services/insurance

　　Ability to create and manage to budgets

　　Significant leadership experience with emphasis in new initiatives/innovation

　　Staff management and development

　　Preferred Qualifications

　　Highly motivated, detail oriented and effective communicator at a senior leadership level

　　Hands on development and managerial experience in large-scale, high-volume, and complex environments preferred.

　　Understanding of LEAN Six Sigma methodology.

　　Strategic marketing planning experience in a similar environment or in a planning/consultant role.

　　Ability to communicate with all levels of the organization to guide in strategic planning fundamentals and plan execution.

　　Analytical and problem-solving skills to plan strategy, tactics and perform root cause analysis.

　　Familiarity with project management and portfolio/KPI reporting and dashboards.

　　Proficiency using MS Office tools.

　　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 $120,000 - $135,000 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, 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.

　　#LI-Remote

　　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.

　　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 Em ployees

　　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 s ervice 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

　　Peer Recognition Program (BRAVO)

　　As of December 31, 2022 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 - sponsor ed, 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, th e foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work.

　　https://www.transamerica.com/why-transamerica/aegon-transamerica-foundation  

　　Transamerica’s Parent Company 

　　Aegon (http://www.aegon.com/) acquired the Transamerica business in 1999. Since its start in 1844, Aegon has grown into an international company serving more than 29.5 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.  

　　At Transamerica, hard work, 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.

　　Transamerica is a part of A egon , an integrated, diversified, international financial services group . The A egon companies employ over 2 1,500 people and have approximately 31.7 million customers . * For more information, visit   www.transamerica.com .

　　As of December 31, 2022 For more information about Transamerica’s privacy practices, click here. (https://transamerica.com/sites/default/files/files/e070d/job_app_0123.pdf)