Head of Product - Partner Solutions

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Transamerica

WebsiteLinkedInAll Job Openings

Insurance • Investments • Retirement

5001 - 10000 employees

Founded 1904

💸 Finance

Description

• The Head of Product and Partner Solutions is responsible for the World Financial Group (WFG) product/portfolio curation, oversight, governance, and due diligence planning and execution activities. • This role will oversee WFG’s strategic partner relationships, contractual agreements, network optimization and product governance in the US and Canada, supporting over 75,000 agents and financial professionals. • Lead executive interactions with control functions (Compliance, Legal, Finance, Risk), Marketing and Communication, and field engagement leadership to ensure firm-wide success and a cohesive presence to agents and field leaders. • Work closely with the President WFG & SVP Transamerica and the Chief Operating Officer-WFG to ensure that the products and services of strategic partners are delivered within WFG’s continuously improving agent, client and advisor experience. • Lead planning, execution, and management of product portfolios for WFG and Transamerica Financial Advisors (TFA) businesses. • Take ownership of the product portfolios, and associated impacts to sales, earnings, and profitability metrics. • Deliver value to the field force and WFG brand by optimizing the product experience and maximizing in-force policy holder retention and growth. • Lead, coach, and manage employees in these functions: agency, brokerage and advisory product portfolio management; model asset management and manager selection; product due diligence; strategic partnerships and network development. • Advocate and consult with partner product development leadership on modifications and enhancements to improve product competitiveness and profitability. • Review new and existing partners and carriers’ products to ensure alignment with WFG strategy and to meet customer, sales, regulatory, and channel requirements.

Requirements

• Bachelor’s degree in a business field or equivalent experience • 15 years of industry experience, including leadership roles and relationship management • FINRA Series 6, 26, and 63 licenses • Life & Health insurance license • Strong knowledge of product portfolios and due diligence functions. • Demonstrated success in portfolio management and modern product delivery processes including ideation, complex pipeline prioritization, value management, capacity planning, voice of the customer, etc. • In-depth knowledge of the brokerage industry and wholesale/marketing organizations • Strategic and critical thinker with strong business acumen and solid negotiation skills to drive new and maintain current business • Exceptional communication and presentation skills to deliver important messages to key internal and external stakeholders, and diverse groups • Solid relationship building skills and the ability to influence outcomes

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 • 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