Vice President jobs at Gallagher - 515 jobs

Head of Projects Director required by Global Real Estate firm in San Jose, CA Your new company Our client, a leading global provider of workplace and Real Estate solutions, is seeking a strategic and people-focused Director, Head of Projects, to lead a high-performing construction project management division. This is a rare opportunity to step into a business-critical leadership role overseeing a diverse portfolio of fast-paced, short-duration commercial construction projects across multiple clients and sectors, including Healthcare, Biotech, Education & Tech. Your new role This is not a hands-on project manager position. Instead, the Head of Projects will: Lead and mentor a team of project managers, ensuring consistent delivery excellence Oversee the business unit's project revenue plan, forecasting, and backlog execution Serve as the internal authority on pricing, risk, and proposal strategy Build and grow long-term client relationships that drive repeat business and new opportunities Collaborate cross-functionally with account leaders and sales teams to align delivery with growth targets Step in to support complex or at-risk projects only when necessary What you'll need to succeed 8-12+ years of experience in construction project management, with at least 5 years in a leadership role Proven success managing high-volume, short-duration projects across sectors like healthcare, life sciences or education Deep knowledge of contracts, pricing, risk, and team structure Strong leadership, mentorship, and organizational skills Exceptional relationship-building abilities and a track record of generating work through trust and performance Degree in engineering, architecture, or construction management preferred; certifications (PMP, CCM) a plus MEP commissioning & HVAC knowledge is highly attractive What you'll get in return Up to $225,000 base salary DOE experience plus unmatched bonus program and comprehensive benefits Autonomy and influence in shaping a high-performing division Visibility and impact across a diverse client base and project portfolio A collaborative, forward-thinking culture backed by a global industry leader Ambition matched with an unlimited fast-growth career path What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion on your career.

A leading technology firm located in Tampa is seeking a Director, FP&A to oversee financial planning and analysis. This role involves managing budgeting and forecasting processes while collaborating with multiple teams. Candidates should have over 10 years of finance experience, proficiency in Adaptive Planning, Netsuite, and Salesforce, and strong Excel skills. The position offers a competitive salary between $175,000 and $200,000, bonuses, and various employee benefits including remote work opportunities. #J-18808-Ljbffr

About BMS BMS Group is a dynamic, independent global broker established in 1980, delivering specialist insurance, reinsurance, and capital markets advisory services. Our purpose is to help people, businesses and communities flourish and prosper in a world of risk. As a global brand with offices located across the US, Canada, Latin America, Australia, Europe and Asia, BMS Group maintains a strong local focus and understanding of market needs. Being independent gives our brokers the freedom to deliver the best solutions and combined with our collaborative team approach, single platform worldwide and renowned personal service, we are the independent broker of choice. This position will work for BMS Re, the specialist reinsurance arm of BMS Group. BMS Re is reshaping reinsurance by aligning interests with our clients and enhancing their success with advice and delivery models that service their unique needs. BMS Re has a proven ability to execute in reinsurance and capital markets worldwide. For more information on BMS and BMS Re, visit us online at bmsgroup.com or follow us on LinkedIn and Twitter. Find out what it's like to work at BMS Re by clicking here This role will own client relationships and drive prospecting activities in BMS's target client markets. You will strategize directly with clients on risk management analysis, including quantifying how much risk to retain and transfer to the reinsurance market. A successful candidate will ensure client and reinsurer relationships are maintained and continuously growing and evolving. Key Responsibilities: Maintain solid relationships with key decision makers, including current and potential clients and prospects; ensure junior team members understand the importance of each relationship and what motivates them Maintain a wide network of relationships among reinsurance underwriters, actuaries and other staff to promote collaboration and a solutions-based approach for clients and prospects Drive the full renewal process for each client from strategy to planning to execution; delegate responsibilities to others to ensure the process is progressing in a timely manner Look for opportunities with existing clients, researching their portfolios, analyzing their needs, and partnering with other resources to offer creative solutions to help them grow their business Professionally and succinctly present BMS capabilities to prospects, partnering with other BMS teams to ensure all capabilities are accurately demonstrated Strategize with internal and external clients around renewals and projects; establish what needs to be accomplished to effectively meet the clients' needs; offer creative solutions Effectively and respectfully negotiate with others to achieve client and prospect goals Facilitate annual audits Understand basic rating methodology; maintain peer studies for clients, and update, as necessary Anticipate requests and proactively supply information to clients and prospects; think of solutions that will help them meet their goals, and present relevant ideas to them proactively Complete/oversee annual actuarial work for contracts including level rate making, loss trend and development factors, and changes over time; prepare reports, and present findings Maintain or oversee client specific databases; perform quarterly, semi-annual and/or annual reviews of large data sets; analyze, manipulate, and organize data to produce desired reports and current information for clients Mentor brokers on team, sharing best practices and industry knowledge We are looking for someone with: Minimum of thirteen years experience in a broker or similar role Bachelor's Degree or equivalent experience Superior understanding of reinsurance contracts Strong understanding of catastrophe modeling process/output, actuarial process/output, and client-specific processes/output Exceptionally strong technical and analytical skills Strong understanding of AM Best rating methodology and applicability Excellent business acumen with the ability to see big picture and read cues from clients and prospects regarding their needs and act accordingly Strong level of confidence with the ability to continually push forward towards goals and objectives, even during challenging times Strong skills using Microsoft Office suite of products Excellent attention to detail with strong follow-through and follow-up skills Excellent ability to manage time, prioritize and work to deadlines; adept at multi-tasking with strong organizational skills Highly collaborative personality with ability to maintain positive client relationships; flexible to meet the needs and demands of a fast-paced work environment Ability to use initiative to research and work out problems, takes ownership for resolution Ability to effectively communicate and interact with internal and external clients and vendors through both verbal and written means with excellent listening ability Willingness and ability to mentor brokers What's in it for me? This role offers a competitive salary and exceptional benefits, including the following offerings: comprehensive medical and dental plan options for you and your dependents vision, short-and long-term disability and life insurance options 401(k) with company match employer funded health saving accounts business travel accident insurance identity theft and legal services fitness and wellness reimbursement generous leave policies, including parental leave paid holidays, volunteer days and your birthday off! opportunity to purchase equity The annual base salary range provided for this position is a nationwide marker range and represents a broad range of salaries for this role across the country. The actual salary advanced to the desired candidate will be based on a number of factors, including geographic location and the skills, education, training, credentials, and experience of the desired candidate. Employment Practices BMS is an Equal Opportunity Employer. Through our Diversity, Equity and Inclusion (DEI) vision, we are committed to 'building a culture of belonging for all, valuing diverse perspectives and embracing authenticity.' As such, we have created our 'BMS Together' program, with dedicated training, collaborative committees and intentional partnerships. BMS offers flexible and hybrid working policies and we're happy to discuss options with you upon application. Please let our team know if you require any adjustments to support you through the application process.

Wealth Management Coach The Director, Wealth Management Coach enables client facing Wealth Management client facing associates to provide objective and comprehensive advice across the full financial spectrum aligned with their clients' long-term interests. This job requires an understanding of clients' unique financial objectives as identified through the client engagement model. The role engages in planning, one-on-one and group coaching with advisors, as well as collaborative interaction with clients. The role is key in supporting wealth market leaders to drive results by delivering comprehensive planning and financial solutions through coaching and skill development and effective practice management. Key Responsibilities and Duties Build and maintain close relationships with client facing Wealth Management associates. Coach and motivate client-facing Wealth Management client facing associates to meet comprehensive goals of clients by identifying productivity enhancements and best practices to share with the team. Collaborate with client facing leaders to develop coaching plans to influence behaviors that support client centric and comprehensive sales practices to deliver results. Educate and coach client-facing Wealth Management associates on TIAA's solutions and tools within the framework of TIAA's Client Engagement Model. Participate as a keynote speaker at client seminars, as needed, and join client meetings as an opportunity to coach/show‑coach client facing associates. Act as a subject matter expert in financial planning concepts and demonstrate advanced proficiency in client lifecycle management to support client facing associates. Educational Requirements University (Degree) Preferred Work Experience 5+ Years Required; 7+ Years Preferred FINRA Registrations SRC Indicator: Series 7; Series 63; Series 65; Series 66 Licenses and Certifications Life and Health Insurance License (Resident State) - Multiple Issuers required Physical Requirements Physical Requirements: Sedentary Work Career Level 9IC Related Skills Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Due Diligence, Practice Management Strategy, Prioritizes Effectively, Quantitative Analysis, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Management Anticipated Posting End Date 2025-12-31 Base Pay Range Base Pay Range: $160,000/yr - $170,000/yr Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non‑annual sales incentive plans, or other non‑annual incentive plans). Company Overview Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today we're a market‑leading retirement company fueled by world‑class asset management. But we're not just another legacy financial services firm. We're fighting harder than ever before for our clients and the many Americans who need us. Our Culture of Impact At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future‑focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in‑office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways-because when our people succeed, our impact on clients' lives grows stronger. Benefits and Total Rewards The organization is committed to making financial well‑being possible for its clients, and is equally committed to the well‑being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well‑being. To learn more about your benefits, please review our Benefits Summary. Equal Opportunity We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status. Our full EEO & Non‑Discrimination statement is on our careers home page. And you can read more about your rights and view government notices here. Accessibility Support TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities. If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team: Phone: ************** Email: accessibility.support@tiaa.org Drug and Smoking Policy TIAA maintains a drug‑free and smoke‑free workplace. Nondiscrimination & Equal Opportunity Employment TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace. EEO is the Law EEO is the Law. Pay Transparency Philadelphia Ban the Box. #J-18808-Ljbffr

A leading health insurance organization in Boston is seeking a Vice President of Total Rewards, HRIS, and HR Operations. This strategic role involves designing and running comprehensive total rewards strategies to attract and retain talent. Candidates should have significant experience in total rewards and HR operations, portfolio management of compensation and benefits, and leadership in HR systems. Strong analytical skills and experience in the health insurance industry are preferred. The position comes with competitive benefits and a salary range of $316,080 to $386,320. #J-18808-Ljbffr

.AVP, Middle Market Solutions, Property page is loaded## AVP, Middle Market Solutions, Propertylocations: San Francisco, CA United States of America: Home Base, CA: Home Base, ORtime type: Full timeposted on: Posted Yesterdayjob requisition id: R25\_1129With a company culture rooted in collaboration, expertise and innovation, we aim to promote progress and inspire our clients, employees, investors and communities to achieve their greatest potential. Our work is the catalyst that helps others achieve their goals. In short, We Enable Possibility℠We are seeking a seasoned insurance professional to lead underwriting strategy and execution for a designated Line of Business (LoB). This role involves underwriting new and renewal accounts to meet financial targets, managing complex referrals, and collaborating with cross-functional teams including Market Management, Claims, and other product lines. The ideal candidate will have deep expertise in regional insurance markets, strong broker relationships, and a proven track record of underwriting profitable business.**Responsibilities and Accountabilities*** Participate in the development and execution of regional Underwriting strategy for LoB(s) and work closely with Market Management, Claims and other product lines to achieve key marketing strategies, including cross- selling* Underwrite new and renewal accounts to meet top and bottom line targets* Negotiate price and terms and conditions with producers* Proactively manage capacity Underwrite and evaluate Natural Catastrophe Accumulation, ensuring an understanding of catastrophe modeling and interpretation of scenarios (for relevant LOBs)* Ensure accurate policy documentation issued to producers or producers has issued documentation (where producer responsibility)* Ensure contract certainty is achieved on all accounts at time of inception and utilization of global pricing tools* Ensure placing and binding of FAC Reinsurance prior to policy inception* Underwrite in line with LOB governance framework - e.g. Underwriting Authorities, global MSU, Underwriting Guidelines, Rules and Principles* Proactively support completion of policy administration and credit control processes* Contribute to development and execution of regional Underwriting strategy for LoB regionally* Training, developing and coaching of less experienced staff (including Underwriters)* Proactively support acquisition of new business and retention of existing business (including client and producer negotiations where necessary)* Manage complex referrals from underwriters and spokes and re-underwrite complex business as appropriate* Develop and maintain strong relationships with key brokers and clients and other relevant stakeholders (e.g. risk managers)**Required Skills and Abilities*** 4-12 years experience in proven track record in Underwriting profitable business in LoB. Good understanding of LoB products and portfolio* 4-12 years experience in demonstrating established relationships with brokers at peer group level and established within market* 4-12 years experience in understanding of regional / local LoB insurance markets and competitor landscape**Education and Experience*** College degree preferably in Economics, Finance, Insurance Management, or Business Administration* Completion of professional insurance qualification (e.g. CII)#LI- Remote#LI- AM3For individuals assigned or hired to work in the location(s) indicated below, the base salary range is provided. Range is as of the time of posting. Position is incentive eligible.$148,614-$201,066* Total individual compensation (base salary, short & long-term incentives) offered will take into account a number of factors including but not limited to geographic location, scope & responsibilities of the role, qualifications, talent availability & specialization as well as business needs. The above pay range may be modified in the future.* Arch is committed to helping employees succeed through our comprehensive benefits package that includes multiple medical plans plus dental, vision and prescription drug coverage; a competitive 401k with generous matching; PTO beginning at 20 days per year; up to 12 paid company holidays per year plus 2 paid days of Volunteer Time Offer; basic Life and AD&D Insurance as well as Short and Long-Term Disability; Paid Parental Leave of up to 10 weeks; Student Loan Assistance and Tuition Reimbursement, Backup Child and Elder Care; and more. Click to learn more on available benefits.If this job isn't the right fit but you're interested in working for Arch, create a job alert! Simply create an account and opt in to receive emails when we have job openings that meet your criteria. Join our to share your preferences directly with Arch's Talent Acquisition team.14400 Arch Insurance Group Inc. #J-18808-Ljbffr

As the Central Division Vice President, you will Manage a team of Underwriting Managers, and potentially some Underwriters. Hold a full suite of management responsibilities for the team: attraction, development, pay and performance management, and communication of underwriting strategy. Manage a significant budget, and monitors how well managers within the team are delivering leadership responsibilities. Contribute to planning and strategy development for the business area owned by manager. Responsibilities Drives a culture of underwriting excellence across entire portfolio. Holds a significant level of underwriting authority and acts as a point of escalation - and possibly referral - on particularly tricky or novel decisions. Dedicates significant time to maintaining a significant external profile (e.g., undertaking speaking engagements on behalf of Liberty), and becoming a "known commodity" in the market. Maintains excellent relationships with external brokers/agents, partners and stakeholders. Upholds, exemplifies and helps shape Liberty`s value proposition across the business and market. Drives change initiatives within the department. Accountable, ultimately, for the performance of multiple portfolios of business within a sub-segment underwritten by multiple teams. Specific technical oversight responsibilities (e.g., related to planning, portfolio management, marketing, product development etc.) will differ in different parts of GRS. May continue underwriting specific policies and delivering the work of an Underwriter. Qualifications Degree in Business or equivalent typically required A minimum of 10 years progressive underwriting experience expected, including a minimum of 4 years of proven underwriting management experience, preferred CPCU or professional insurance designation preferred Proven analytical ability to evaluate high impact underwriting risks within scope of responsibility Demonstrated expert-level ability to communicate complex analyses and information Demonstrated effective communication and interpersonal skills in dealing with internal and external partners required Must possess the following skills, abilities and attributes: strong leadership skills, development of people, strategic thinking, sustained effective portfolio management and profitable growth, communications skills, decision-making skills, results-oriented, industrious, innovative, problem-solving skills, coaching and mentoring skills, and negotiating skills About Us Pay Philosophy: The typical starting salary range for this role is determined by a number of factors including skills, experience, education, certifications and location. The full salary range for this role reflects the competitive labor market value for all employees in these positions across the national market and provides an opportunity to progress as employees grow and develop within the role. Some roles at Liberty Mutual have a corresponding compensation plan which may include commission and/or bonus earnings at rates that vary based on multiple factors set forth in the compensation plan for the role. At Liberty Mutual, our goal is to create a workplace where everyone feels valued, supported, and can thrive. We build an environment that welcomes a wide range of perspectives and experiences, with inclusion embedded in every aspect of our culture and reflected in everyday interactions. This comes to life through comprehensive benefits, workplace flexibility, professional development opportunities, and a host of opportunities provided through our Employee Resource Groups. Each employee plays a role in creating our inclusive culture, which supports every individual to do their best work. Together, we cultivate a community where everyone can make a meaningful impact for our business, our customers, and the communities we serve. We value your hard work, integrity and commitment to make things better, and we put people first by offering you benefits that support your life and well-being. To learn more about our benefit offerings please visit: *********************** Liberty Mutual is an equal opportunity employer. We will not tolerate discrimination on the basis of race, color, national origin, sex, sexual orientation, gender identity, religion, age, disability, veteran's status, pregnancy, genetic information or on any basis prohibited by federal, state or local law. Fair Chance Notices California Los Angeles Incorporated Los Angeles Unincorporated Philadelphia San Francisco #J-18808-Ljbffr

A major insurance entity is seeking a Central Division Vice President in Boston, Massachusetts. This leadership role entails managing a team of Underwriting Managers, driving a culture of underwriting excellence, and maintaining critical external relationships. The ideal candidate will have over 10 years of underwriting experience, including at least 4 years in management, along with strong analytical and communication skills. The position also offers competitive salary and benefits within a diverse and inclusive workplace. #J-18808-Ljbffr

A leading global insurance broker is seeking a Cross-Sell Director to drive cross-sell efforts across various businesses in a hybrid environment. The role involves coordinating activities with teams, identifying cross-sell opportunities, and tracking performance metrics. Candidates should have at least 3 years of relevant experience, strong analytical and communication skills, and a bachelor's degree or equivalent. The expected salary range is $75,000.00 to $125,000.00, alongside a comprehensive benefits package. #J-18808-Ljbffr

As we execute our growth plan to commercialize our technology, so arises the need for a leader with accountability and responsibility for transitioning the operating environment from pre-production to a more structured and standardized production environment and prioritizing manufacturing and supply chain efforts to align with the company's goals. The Vice President of Product Operations will lead the effort to increase the reliability of our product. He or she will also interface with investors, partners and potential customers. The Vice President of Product Operations will report to the CEO and be responsible for manufacturing, supply chain, quality, safety and facilities. The factors critical to success in this role are: Ability to thrive in an entrepreneurial environment, including wearing multiple hats and operating without highly structured processes, with no task being too small or too large. Ability to understand short and long-term requirements and apply judgement in determining what changes and when, are warranted, so as to keep balance between short-term urgent needs without sacrificing long-term important objectives. Ability to understand the underlying product technology and end applications in the context of synchronizing teams (supply chain, manufacturing, test and quality) to meet critical program and field deployment requirements. Ability to be agile to make the necessary changes to the business as required. Responsibilities: Transition our operations from pre-production to production. Establish, manage and execute (as needed) the processes necessary to accomplish this transition in assembly, quality and supply chain management with the goal of 15 to 20 builds in 2026. Align supply chain and internal operations to better fit the E2E business model. Direct short-term and long-term planning and budget development to support strategic business goals. Focus the team on the purpose, keeping them informed and motivated Implement a solid and efficient operational capability complete with best practices, processes and procedures that enable capable support of substantial, sustainable and profitable business growth. After reaching a high quality stable production, optimize the product(s) for cost effectiveness, ease of manufacturing and assembly. Lead, manage, hire and retain human capital for operations. Be quick to adjust resource and capital equipment needs based on the needs of the business. Create annual company OKRs with fellow members of the executive team. Establish strategic plan and goals for areas of responsibility, direct daily operations and monitor progress. Interact with business development and marketing to better align all facets of the business based on both the current needs and long-term requirements. Own and optimize vendor evaluation and relationships, logistics, inventory, purchasing and planning. Leverage the ERP system to its full capacity to manage supply chain and manufacturing. Maintain a team culture that seeks and values the input of employees, holds people accountable for results and encourages successful performance. Responsible for safety and the safety-related training programs of the company. Responsible for quality and the quality-related training programs of the company. Prepare detailed analysis and communicate status reports on the business for executive and board meetings. Successful relocation of the business to a larger facility that meets the growth and business image requirements. As a member of the Leadership Team, keep the team informed of operational objectives and priorities and understand other divisions' objectives and priorities. Skills sought: B.S. in Engineering, Science or other 4-year technical degree in a related discipline from an accredited institution. 10 years of experience in manufacturing operations with a leadership role in an organization focused on commercialization of complex engineered system and products. Experience transitioning a technology company's operations (preferably a startup) from prototyping to pre-production to volume production and developing the processes and the people needed to do so from the ground up. Experience with additive manufacturing prefered. A strong technical foundation, with knowledge of manufacturable design, technology maturation and integration, reliability improvements, manufacturing methods, process improvement programs, lean manufacturing and quality procedures. Knowledge of and experience with turbomachinery, high tolerance rotating equipment and/or high-speed rotational systems strongly preferred. Understanding of and operating experience with project-based, and production-based organizations. Drives results: Sets compelling goals and aggressive schedules for improvement in all facets of operations. Proven effective record of maintaining positive employee relations and high levels of employee motivation and productivity. Ability to lead, plan and manage rapid change as needed. Entrepreneurial, flexible, yet results-focused with a strong work ethic. Cable of critical thinking, multi-tasking and sound decision-making. High degree of intellectual curiosity, honesty and capability. Strong organizational, management and team building skills. Strong time management, prioritization and delegation skills. Excellent verbal and written communication skills, including public speaking. Capable of managing individuals and teams through casual conversations and touchpoints vs. the need for constant formal meetings for alignment. Intangibles sought: • Global mindset & customer focus • Initiative • Enthusiasm-passion • Integrity, commitment & honesty Physical Demands: • Travel up to 10% of the time

A leading insurance company is seeking a Director of Actuarial Pricing to shape pricing strategies across various lines of business. The ideal candidate has over 5 years of experience in actuarial pricing within P&C insurance and possesses strong analytical skills and the FCAS designation. This role offers a competitive salary range of $150,000 to $175,000 and the flexibility to work in a hybrid model from locations such as Boston, Chicago, or White Plains. #J-18808-Ljbffr

Posted Thursday, September 25, 2025 at 4:00 AM For more than 170 years, The Hanover has been committed to delivering on our promises and being there when it matters the most. We live our values every day, demonstrating we CARE through our values, Sustainability initiatives and inclusive corporate culture. Our Personal Lines Actuarial department is seeking an Actuarial Director or Manager (or similar) for our Profitability Analytics (REPLAY) team to join our growing team in Worcester, MA Corporate Headquarters, or remote work location. Open to various levels POSITION SUMMARY: The Profitability (REPLAY) Team Director role is responsible for managing a team of actuaries focused on profitability oversight through loss and premium analytics of the Personal Lines of business, as well as being expected to complete their own hands-on assignments. The Personal Lines portfolio is over $2 billion of premium across 20 states for Auto, Home, and Other Personal Lines requiring an innovative, analytical, and business-oriented actuarial approach. This role will have countrywide loss and premium analysis responsibilities including rate indications, loss and premium trends, projecting IBNR and loss development, and forecasting top and bottom-line plans. Additionally, this role partners with other actuarial functions in communicating profitability insights to key business partners (Executive Leadership, Finance, State Pricing, State Management, Reserving) in order to influence Personal Lines strategic direction. This is a Full-time, Exempt role. IN THIS ROLE, YOU WILL: Manage and lead a team of actuarial analysts, ensuring technical execution of deliverables alongside personal growth of entire team Forecast and monitor frequency and severity projections combining internal data, industry data, and macro-economic benchmarks Use technical actuarial pricing methods to develop and communicate semi-annual rate indications including premium trend assumption updates Project ultimate loss results for usage in Personal Lines Pricing decision including tracking of IBNR development against actual emergence Effectively communicate technical analysis to business partners and executive leadership Collaborate with business partners including Actuarial State Pricing team in strategy and profitability analyses Build efficiencies and improvements into existing processes May lead or participate in community training activity WHAT YOU NEED TO APPLY: Bachelor's Degree or higher in a relevant technical field Seven+ years of technical experience in multiple LOB and/or actuarial disciplines such as pricing, reserving or advanced analytics Experience with predictive modeling preferred Minimum of 2 years in management capacity ACAS required, FCAS preferred Advanced communication skills Advanced skills using Microsoft Office, including Excel Intermediate programming skills, including the ability to develop and automate processes Demonstrated knowledge of all techniques used to model various assumptions Able to apply and interpret company policies and procedures Able to direct activities of others, motivate and develop staff Project organization and time management skills to balance conflicting priorities Growth Mindset - Embraces a creative approach and a changing environment. Seeks to improve processes, constantly seek to learn, apply new techniques, challenge others and themselves to find a better way Relationship Building - Understands the importance of developing and maintaining cooperative relationships with others at all levels of the organization by making others feel their concerns and contributions are important. Builds positive relationships with others to accomplish organizational goals. Results Orientation - Excited by challenging goals and a desire to exceed standards of excellence. Exceeding the standard can include challenging personal goals, organization's standards, or current industry standards. Talent Management - Proactively fosters building, mobilizing and evaluating the organizations' human assets. Establishes performance goals and measures in order to accomplish organizational goals. Business Enterprise Knowledge - Understands how one's own function adds value to the organization and to customers. Makes decisions and recommendations clearly linked to the organization's strategy and financial goals, reflecting an awareness of external dynamics. Demonstrates awareness by providing clear explanations for actions taken relative to customer requirements, needs, and industry trends. Strategic Thinking - Examines issues and plans with a long-term perspective. Able to critically evaluate external and internal factors. Change Management - Designs and transforms an organization based on assumptions of human capability and resiliency. Understands the basic human patterns that operate during change, and effectively focuses the organization's capability on an effective transformation. Focuses and energizes a group to accomplish change together and holds them accountable to common goals. Decisiveness - Makes decisions by quickly assessing the scope of an issue and providing options leading to its closure. CAREER DEVELOPMENT: It's not just a job, it's a career, and we are here to support you every step of the way. We want you to be successful and fulfilled. Through on-the-job experiences, personalized coaching and our robust learning and development programs, we encourage you - at every level - to grow and develop. BENEFITS: We offer comprehensive benefits to help you be healthy, build financial security, and balance work and home life. At The Hanover, you'll enjoy what you do and have the support you need to succeed. Benefits include: Medical, dental, vision, life, and disability insurance 401K with a company match PTO Cultural Awareness Day in support of IDE On-site medical/wellness center (Worcester only) The Hanover values diversity in the workplace and among our customers. The company provides equal opportunity for employment and promotion to all qualified employees and applicants on the basis of experience, training, education, and ability to do the available work without regard to race, religion, color, age, sex/gender, sexual orientation, national origin, gender identity, disability, marital status, veteran status, genetic information, ancestry or any other status protected by law. As an equal opportunity employer, Hanover does not discriminate against qualified individuals with disabilities. Individuals with disabilities who wish to request a reasonable accommodation to participate in the job application or interview process, or to perform essential job functions, should contact us at: ********************** and include the link of the job posting in which you are interested. Privacy Policy: To view our privacy policy and online privacy statement, click here. Applicants who are California residents: To see the types of information we may collect from applicants and employees and how we use it, please click here. Compensation: The target hiring range for this role may vary based on geographic location and other factors, including merit or performance, demonstrated proficiency, skills for the role, education, travel requirements, and experience. Additional compensation may include an annual bonus (which could take the form of a general bonus, sales incentive, or short-term incentive), long-term incentive or spot recognition awards. The posted range reflects our ability to hire at different position titles and levels depending on background and experience. #J-18808-Ljbffr

A global investment leader in San Francisco is seeking an experienced industry coverage analyst. This role entails covering leveraged loans and high yield investments, with key responsibilities in underwriting, monitoring investments, and ESG analysis. Candidates should have a minimum of 5 years' experience and preferably a degree, along with strong analytical and communication skills. A collaborative team environment is emphasized, making this a unique opportunity for skilled professionals aiming to impact investment strategies significantly. #J-18808-Ljbffr

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 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. Summary The Senior Director will lead a distributed team of meeting and event professionals focused on end to end planning and oversight of high quality meeting and event experiences. This person is expected to personally apply creativity and expertise to the design and execution of high level stakeholder experiences, dinners, client meetings, and national sales incentive trips. This role requires a professional with extensive event experience, strong vendor management capabilities, and networked relationships to Philadelphia's top-tier hospitality and dining venues. Core Responsibilities: Provide leadership and strategic direction in planning and executing high-impact executive meetings, dinners, and hospitality events at both local and national levels Cultivate and maintain strong relationships with premier venues and renowned chefs in the Philadelphia area to deliver exceptional event experiences Design and manage top tier sales incentive travel programs that drive performance and reward top talent Oversee the development and execution of internal Company sales conferences, C-suite management events, and in-person executive town halls Lead internal event planning team and manage key external partners to ensure seamless execution Ensure all events consistently reflect brand standards and compliance expectations Apply critical thinking and sound judgement to navigate and resolve unexpected circumstances as they arise with professionalism and agility Qualifications: Provide leadership and strategic direction in planning and executing high-impact executive meetings, dinners, and hospitality events at both local and national levels Cultivate and maintain strong relationships with premier venues and renowned chefs in the Philadelphia area to deliver exceptional event experiences Design and manage top tier sales incentive travel programs that drive performance and reward top talent Oversee the development and execution of internal Company sales conferences, C-suite management events, and in-person executive town halls Lead internal event planning team and manage key external partners to ensure seamless execution Ensure all events consistently reflect brand standards and compliance expectations Apply critical thinking and sound judgement to navigate and resolve unexpected circumstances as they arise with professionalism and agility Preferred Qualifications: Certified Meeting Professional (CMP), CMM or similar credentials Financial services background Experience with Industry Associations Strong travel and entertainment industry connections in Philadelphia; knows the local scene and has relationships with preferred access Experience managing high-level stakeholders and incentive travel Working Conditions: * Hybrid office environment in Philadelphia * Moderate travel This 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 * 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 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

Reports To Chief Financial Officer Compensation $175,000 - $200,000 salary + Bonus Eligible Who we are Lynx delivers modular, open standards-based software solutions that redefine the economics of developing, deploying, and maintaining high assurance, mission critical edge platforms. These secure edge computing solutions are designed to drive innovation and operational excellence in today's most demanding environments. From advancing aerospace and defense capabilities to transforming commercial and industrial systems, Lynx collaborates across a wide range of industries, including automotive, medical, and critical infrastructure, to deliver tailored, high assurance solutions aligned with specific mission and operational requirements. Our key products and services LYNX MOSA.ic: A software platform that can include a LYNX safety-critical real-time operating system. MOSA.ic's modular design provides robust support for multicore processing. It allows different operating systems and applications of different criticality levels to be run on separate cores for improved performance, reliability, and security. CoreSuite 2.0: A suite of graphics libraries and tools that enable GPU hardware acceleration for both graphics and "GPU Compute", supporting applications such as machine learning and AI processing in edge devices. MOSA.ic.SCA and Vigiles, tools that provide Software Bill of Materials (SBOM) and Common Vulnerabilities Exposure (CVE) management for embedded Linux-based and other applications. Software development services for high-reliability applications that can include initial setup of a "DevSecOps" development environment, software application development, and long-term product lifecycle management. Position Summary The Director, FP&A is a key member of the Lynx finance team and is responsible for overseeing the financial planning, analysis, and reporting functions for Lynx and its affiliated companies. Working closely with the Chief Financial Officer, FP&A Manager, Private Equity team and other functional leaders across go-to-market, delivery, R&D, HR, and other support functions. The Director, FP&A executes critical financial processes including weekly revenue forecasting, monthly financial reporting and analysis, annual planning and budgeting, forecasting, and KPI tracking and reporting. This position will play an integral role in helping Lynx achieve its strategic goals by leveraging Lynx's business applications to improve operational visibility and business intelligence and contributing to merger & acquisition activities. Responsibilities Develop a monthly and weekly cadence for various forecasts and financial performance reports Communicate performance and budgets with business leaders Prepare monthly financial reporting packages for management and external stakeholders Play an integral finance role with the company's merger & acquisition activities, managing the consolidation of financials and modeling Execute the development of Lynx's annual budget and periodic forecasts; manage these processes and support stakeholder participation and engagement to meet planning deadlines Evaluate vendors and oversee the implementation of the company's financial planning and reporting software application in Netsuite; ensure users are trained to use the application effectively Perform analysis of key business data and drivers, present findings and provide recommendations Update weekly revenue forecast, identifying changes in assumptions or opportunities Prepare financial slides for quarterly board deck Implement Quarterly Business Review process between FP&A team and executive management team Work closely with the Sales & Product teams to analyze operational performance and trends Provide ad hoc financial analysis to support data-driven business decisions Participate in merger & acquisition activities, including due diligence, financial modeling, and integration Participate in the annual commission planning process and implementing commission tool integrated with Netsuite and Salesforce Participate in the determination of Professional Services consulting rates for government contracts - for both cost-plus models and commercial models Qualifications and Requirements 10+ years of progressive finance & accounting experience; experience in a high-growth environment and M&A is preferred Bachelor's degree in finance, business or equivalent; MBA preferred Private Equity backed company experience is a must have Experience with Adaptive Planning, Netsuite and Salesforce preferred Demonstrated experience building complex financial models and providing financial analysis; very strong Excel skills are required Attention to detail and ability to maintain accuracy while working with large datasets Ability to work cross-functionally with other teams in a remote environment Ability to work to deadlines with quick turnarounds Demonstrated experience executing budgeting and forecasting processes, working cross-functionally with key stakeholders Experience presenting and communicating at the senior leadership level Experience with consolidations, foreign subsidiaries and multiple entities is required Practical hands-on experience in a fast-paced, rapidly growing, and evolving business environment Experience in software industry, professional services businesses or government subcontracts is a plus Sound Exciting? Low-cost Medical / Dental / Vision coverage options 401K with generous employer match Responsible Paid Time Off + 11 Paid Holidays Remote work opportunities based on role Employee Assistance Program (EAP) Career growth and professional development opportunities All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status. #J-18808-Ljbffr

Reports To Chief Financial Officer Compensation $175,000 - $200,000 salary + Bonus Eligible Who we are Lynx delivers modular, open standards-based software solutions that redefine the economics of developing, deploying, and maintaining high assurance, mission critical edge platforms. These secure edge computing solutions are designed to drive innovation and operational excellence in today's most demanding environments. From advancing aerospace and defense capabilities to transforming commercial and industrial systems, Lynx collaborates across a wide range of industries, including automotive, medical, and critical infrastructure, to deliver tailored, high assurance solutions aligned with specific mission and operational requirements. Our key products and services LYNX MOSA.ic: A software platform that can include a LYNX safety-critical real-time operating system. MOSA.ic's modular design provides robust support for multicore processing. It allows different operating systems and applications of different criticality levels to be run on separate cores for improved performance, reliability, and security. CoreSuite 2.0: A suite of graphics libraries and tools that enable GPU hardware acceleration for both graphics and "GPU Compute", supporting applications such as machine learning and AI processing in edge devices. MOSA.ic.SCA and Vigiles, tools that provide Software Bill of Materials (SBOM) and Common Vulnerabilities Exposure (CVE) management for embedded Linux-based and other applications. Software development services for high-reliability applications that can include initial setup of a "DevSecOps" development environment, software application development, and long-term product lifecycle management. Position Summary The Director, FP&A is a key member of the Lynx finance team and is responsible for overseeing the financial planning, analysis, and reporting functions for Lynx and its affiliated companies. Working closely with the Chief Financial Officer, FP&A Manager, Private Equity team and other functional leaders across go-to-market, delivery, R&D, HR, and other support functions. The Director, FP&A executes critical financial processes including weekly revenue forecasting, monthly financial reporting and analysis, annual planning and budgeting, forecasting, and KPI tracking and reporting. This position will play an integral role in helping Lynx achieve its strategic goals by leveraging Lynx's business applications to improve operational visibility and business intelligence and contributing to merger & acquisition activities. Responsibilities Develop a monthly and weekly cadence for various forecasts and financial performance reports Communicate performance and budgets with business leaders Prepare monthly financial reporting packages for management and external stakeholders Play an integral finance role with the company's merger & acquisition activities, managing the consolidation of financials and modeling Execute the development of Lynx's annual budget and periodic forecasts; manage these processes and support stakeholder participation and engagement to meet planning deadlines Evaluate vendors and oversee the implementation of the company's financial planning and reporting software application in Netsuite; ensure users are trained to use the application effectively Perform analysis of key business data and drivers, present findings and provide recommendations Update weekly revenue forecast, identifying changes in assumptions or opportunities Prepare financial slides for quarterly board deck Implement Quarterly Business Review process between FP&A team and executive management team Work closely with the Sales & Product teams to analyze operational performance and trends Provide ad hoc financial analysis to support data-driven business decisions Participate in merger & acquisition activities, including due diligence, financial modeling, and integration Participate in the annual commission planning process and implementing commission tool integrated with Netsuite and Salesforce Participate in the determination of Professional Services consulting rates for government contracts - for both cost-plus models and commercial models Qualifications and Requirements 10+ years of progressive finance & accounting experience; experience in a high-growth environment and M&A is preferred Bachelor's degree in finance, business or equivalent; MBA preferred Private Equity backed company experience is a must have Experience with Adaptive Planning, Netsuite and Salesforce preferred Demonstrated experience building complex financial models and providing financial analysis; very strong Excel skills are required Attention to detail and ability to maintain accuracy while working with large datasets Ability to work cross-functionally with other teams in a remote environment Ability to work to deadlines with quick turnarounds Demonstrated experience executing budgeting and forecasting processes, working cross-functionally with key stakeholders Experience presenting and communicating at the senior leadership level Experience with consolidations, foreign subsidiaries and multiple entities is required Practical hands-on experience in a fast-paced, rapidly growing, and evolving business environment Experience in software industry, professional services businesses or government subcontracts is a plus Sound Exciting? Low-cost Medical / Dental / Vision coverage options 401K with generous employer match Responsible Paid Time Off + 11 Paid Holidays Remote work opportunities based on role Employee Assistance Program (EAP) Career growth and professional development opportunities All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status. #J-18808-Ljbffr

Cross-Sell Director page is loaded## Cross-Sell Directorremote type: Hybrid Workinglocations: Newport Beach, CA: San Diego, CA: Encino, CA: Carlsbad, CA: Los Angeles, CAtime type: Full timeposted on: Posted Todayjob requisition id: R0033538**Cross-Sell Director**The Cross-Sell Director supports the region's cross-sell efforts across all businesses. This position is responsible for coordinating and driving cross-sell activities in the region working with sales leaders, producers, sales enablement, marketing and data analytics team to ensure cross-sell efforts are managed and executed to achieve cross-sell revenue targets for the region. This position will report to the region Chief Sales Officer (CSO).**RESPONSIBILITIES*** Coordinate cross-sell efforts for the region working with data analysts' team, producers, sales leaders and sales enablement team, ensuring cross-sell activities take place* Collaborate with data analytics team to identify cross-sell opportunities and assist producers in building and managing cross-sell pipeline within their book* Review cross-sell opportunities with producers, advisors and sales leaders and help prioritize high probability cross-sell opportunities.* Meet regularly with producers and advisors to track progress and update opportunity status.* Provide status update of cross-sell activities in the region to Region President, CSO and Region Leadership team on a regular basis.* Work with marketing and national team to develop and launch targeted campaigns of HUB collateral to prospects. Customize national cross-sell initiatives to fit the unique dynamics, priorities, and opportunities within the region.* Organize regional workshops, training sessions, or joint planning meetings with a goal to drive producer engagement and strengthen cross-sell culture and execution* Track key performance indicators (KPIs) like conversion rates and revenue impact to optimize and refine cross-selling strategies.* Maintain strong communication with producers and sales Leaders to help drive results* Additional job-related duties as needed**REQUIREMENTS*** Bachelor's degree or equivalent experience* 3+years' work experience in Sales, Sales Operations, Business Development, or Project Management* Highly organized, master of multi-tasking with an inherent sense of urgency* Superior analytical, problem-solving, and communication skills* Knowledge of the insurance industry preferred*Disclosure required under applicable law in California, Colorado, Illinois, Maryland, Minnesota, New York, New Jersey, and Washington states: The expected salary range for this position is $75,000.00- $125,000.00 and will be impacted by factors such as the successful candidate's skills, experience and working location, as well as the specific position's business line, scope and level. HUB International is proud to offer comprehensive benefit and total compensation packages: health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits such as vacation, sick, and personal days, and eligible bonuses, equity and commissions for some positions.*Department SalesRequired Experience: 2-5 years of relevant experience Required Travel: Up to 25%Required Education: High school or equivalent HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team **********************************. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.Hi, we're HUB.In a rapidly changing world, we advise businesses and individuals on how to prepare for the unexpected.When you partner with us, you're at the center of a vast network of experts who will help you reach your goals through risk services, claims management, and compliance support.And this gives you the peace of mind that what matters most to you will be protected - through unrelenting advocacy and tailored insurance solutions that put you in control.About HUB InternationalHeadquartered in Chicago, Illinois, HUB International Limited (HUB) is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services. From offices located throughout North America, HUB's vast network of specialists provides peace of mind on what matters most by protecting clients through unrelenting advocacy and tailored insurance solutions. For more information, please visit hubinternational.com. #J-18808-Ljbffr

Job Family Business or Functional Leader 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. Summary The Chief Operating Officer - World Financial Group (WFG) & VP Transamerica will serve in an executive capacity and will be responsible for the development and execution of WFG's operating strategy to support the continued growth and digital transformation of WFG. This role will also oversee the leaders of the operations, distribution partner integration, agent servicing and governance functions for WFG. This position will report to and work closely with the President of WFG & SVP of Transamerica. Responsibilities * Develop, implement, and maintain the operating strategy for WFG to successfully align with the vision for accelerated growth. This includes delivering connected digital solutions in the business-to-business marketplace (B2B), finding efficiencies and reducing friction in all aspects of serving our agents, overseeing low-code-business owned configuration team, data stewardship and strategy customers, partners, and future market position. * Lead all operating activities across WFG and own the execution of strategic initiatives for enhanced agent experiences and profitable outcomes in the US and Canada. * Drive innovative and integrated API infrastructure technology solutions to support a cloud-native, digital-first operational environment for agents, registered representatives, employees and partners in a client-led, B2B business model. * Manage all aspects of a multi-million-dollar operational budget, to deliver on goals, to manage within expense guidelines, to drive efficiency, reduce cost and ensure profitable operations while balancing a positive agent/client experience. * Champion the identification and mitigation of organizational risks within the business unit and agency structures. * Drive high-quality execution and operational excellence by communicating clear direction and expectations. Build and manage with strong compliance, regulatory & industry ethical standards. * Lead, coach, and mentor a team of 120+ individuals. Promote and foster employee engagement and well-being by driving collaboration, innovation, transparency, inclusion and trust across the function and organization. Build high performing, diverse teams to meet business needs. Provide superb coaching. * Represent the Company on industry committees and before regulators regarding various regulatory issues in the US and Canada. * Serve as a strategic change leader to drive digital adoption for profitable business results. Qualifications * Bachelor's degree in a business field or equivalent experience * Minimum of 10 years industry leadership experience with deep technology and Agile experience, financial services operations/service delivery, broker/dealer operations, and administration. * Proven track record of success in leading the operational aspects of insurance and broker dealer distribution serving large networks of B2B agents and financial professionals. * Tech savvy with proven track record of digital expertise, ensuring integrated API infrastructure for connected and efficient data exchange within the digital ecosystem. * Solid financial analysis aptitude with ability to dissect and interpret large amounts of information for all facets of the businesses. Exceptional problem solving and negotiating skills. * Transformational experience driving top line growth. * Outstanding ability to influence, motivate, and collaborate with all stakeholders. * Strong communication and presentation skills to articulate and facilitate important messages across diverse audiences (to both internal and external stakeholders). * Proven experience in the ability to attract and retain top talent in the industry. * Experience weighing multiple options and making tough trade off decisions that protect the longevity of the organization and properly serve the customer. Preferred Qualifications * Entrepreneurial mindset with experience in business development and/or sales to bring strategic and creative vision to the Company and successfully transition to BAU activities. * Proven executive leadership experience with an insurance distribution organization. * Life license * FINRA Series 6, 63 * FINRA Series 7 and 24 * FINRA Series 66 or 65 * SAFe or CSM certification * Knowledge of Transamerica and Transamerica products * Experience working with National Financial Services (Fidelity platforms) FMAX, Wealthscape, and e-Money Working Conditions * Office or hybrid-remote environment * Frequent Travel 25 to 50% This 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

Job Family Business or Functional Leader 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. Summary The Chief Operating Officer - World Financial Group (WFG) & VP Transamerica will serve in an executive capacity and will be responsible for the development and execution of WFG's operating strategy to support the continued growth and digital transformation of WFG. This role will also oversee the leaders of the operations, distribution partner integration, agent servicing and governance functions for WFG. This position will report to and work closely with the President of WFG & SVP of Transamerica. Responsibilities Develop, implement, and maintain the operating strategy for WFG to successfully align with the vision for accelerated growth. This includes delivering connected digital solutions in the business-to-business marketplace (B2B), finding efficiencies and reducing friction in all aspects of serving our agents, overseeing low-code-business owned configuration team, data stewardship and strategy customers, partners, and future market position. Lead all operating activities across WFG and own the execution of strategic initiatives for enhanced agent experiences and profitable outcomes in the US and Canada. Drive innovative and integrated API infrastructure technology solutions to support a cloud-native, digital-first operational environment for agents, registered representatives, employees and partners in a client-led, B2B business model. Manage all aspects of a multi-million-dollar operational budget, to deliver on goals, to manage within expense guidelines, to drive efficiency, reduce cost and ensure profitable operations while balancing a positive agent/client experience. Champion the identification and mitigation of organizational risks within the business unit and agency structures. Drive high-quality execution and operational excellence by communicating clear direction and expectations. Build and manage with strong compliance, regulatory & industry ethical standards. Lead, coach, and mentor a team of 120+ individuals. Promote and foster employee engagement and well-being by driving collaboration, innovation, transparency, inclusion and trust across the function and organization. Build high performing, diverse teams to meet business needs. Provide superb coaching. Represent the Company on industry committees and before regulators regarding various regulatory issues in the US and Canada. Serve as a strategic change leader to drive digital adoption for profitable business results. Qualifications Bachelor's degree in a business field or equivalent experience Minimum of 10 years industry leadership experience with deep technology and Agile experience, financial services operations/service delivery, broker/dealer operations, and administration. Proven track record of success in leading the operational aspects of insurance and broker dealer distribution serving large networks of B2B agents and financial professionals. Tech savvy with proven track record of digital expertise, ensuring integrated API infrastructure for connected and efficient data exchange within the digital ecosystem. Solid financial analysis aptitude with ability to dissect and interpret large amounts of information for all facets of the businesses. Exceptional problem solving and negotiating skills. Transformational experience driving top line growth. Outstanding ability to influence, motivate, and collaborate with all stakeholders. Strong communication and presentation skills to articulate and facilitate important messages across diverse audiences (to both internal and external stakeholders). Proven experience in the ability to attract and retain top talent in the industry. Experience weighing multiple options and making tough trade off decisions that protect the longevity of the organization and properly serve the customer. Preferred Qualifications Entrepreneurial mindset with experience in business development and/or sales to bring strategic and creative vision to the Company and successfully transition to BAU activities. Proven executive leadership experience with an insurance distribution organization. Life license FINRA Series 6, 63 FINRA Series 7 and 24 FINRA Series 66 or 65 SAFe or CSM certification Knowledge of Transamerica and Transamerica products Experience working with National Financial Services (Fidelity platforms) FMAX, Wealthscape, and e-Money Working Conditions Office or hybrid-remote environment Frequent Travel 25 to 50% This 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