Sun Life of Canada jobs - 67 jobs

Job Family Administrative Services 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 Supports executive management with a wide range of administrative and general support duties of a highly responsible and confidential nature requiring broad knowledge of organizational policies and practices. Under limited supervision handles a multiplicity of administrative situations. Job Description *Candidate is expected to work in hybrid in our Cedar Rapids, Denver, Baltimore or Philly Responsibilities Prepares confidential correspondence, periodical reports, meeting notices, presentation materials and other documents in appropriate formats using word processing, spreadsheets, graphics, and/or desktop publishing software. Compiles information and prepares special and complex one-time reports, summaries, or replies to inquires for variety of audiences and levels. Acts as liaison between the Officer of the Company and various executives with employees of the Company, clients, and all interested outside parties. Screens telephone calls, providing assistance and accurate information for routing non-routine calls. Maintains calendars, schedule meetings and makes travel arrangements for top senior level executives. Applies in-depth divisional knowledge to projects of small to medium scope. Determines methods and procedures to be used in resolving the most complex inquiries and will make on-the-spot priority decisions. Maintains confidential files of information of the most highly confidential nature. Operates with substantial latitude for independent judgment and discretion. May supervise, train or review the work of other Administrative Assistant personnel. Manage data privacy risks and ensure compliance with company policy regarding the processing of personal and/or other sensitive data. Qualifications High school education or equivalent. Minimum of 5 years of experience with a high level of administrative experience, discretion and technical skills. Preferred Qualifications Associate's degree preferred. Excellent time management skills. Frequent demand to establish priorities and meet tight deadlines. Advanced knowledge of company and organizational structure with respect to the division and departments. Excellent verbal and written communication skills. Must possess a high level of analytical skills. Experience in life insurance Experience supporting leaders with sales teams Working Conditions Office Environment The Salary for this position generally ranges between $70,000 - $75,000 annually. Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including qualifications, experience, geography, work location designation (in-office, hybrid, remote) and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law. Additionally, this position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at the Company's discretion 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

Accountable To: VP of Development & Operations Primary Work Location: Office Utilization - 2-3 days/week Schafer Condon Carter 176 N Racine Ave. Suite 300, Chicago, IL 60607 Secondary Locations: Program Sites Utilization - 3-5 days/month Waveland Youth Facility 3701 N. Recreation Drive, Suite 2, Chicago, IL 60613 -or Harborside Youth Learning Center 11001 S. Doty Ave. East, Chicago, IL 60628 Compensation: $75k to $85k, annually; Benefits eligible. About First Tee - Greater Chicago First Tee - Greater Chicago, a 501(c)3 organization, is dedicated to impacting the lives of young people in the Chicagoland area by providing educational programs that build character, instill life-enhancing values and promote healthy choices through the game of golf. Founded in 2000, First Tee - Greater Chicago reaches young people through its core program, the Life Skills Experience, as well as outreach to the broader community through its school and community-based programs. First Tee - Greater Chicago currently has a full-time annual staff of ten (10). During the peak golf season, over 85 part-time coaches become an extension of the team. For more information: ****************************** . About the Role The Director of Development (DoD) is a key member of the leadership team, responsible for fundraising strategy, donor relations, sponsorship development, and campaign execution. The ideal candidate is proactive, creative, and relationship-driven, with a strong record of fundraising success, exceptional attention to detail, and a deep understanding of Chicago's philanthropic and golf communities. Reporting to the VP of Development & Operations, the DoD works closely with leadership, the Board of Governors, the Leadership Council and the Ambassadors Council to expand the organization's reach and impact. This role offers a unique opportunity to make a lasting impact while helping shape the next phase of First Tee - Greater Chicago's growth, including potential new facility development on Chicago's West Side. Job Responsibilities Develop and execute a comprehensive fundraising strategy, including major gifts, sponsorships, giving societies, and targeted campaigns. Co-manage a donor portfolio of ~1,300, focusing on top donors and sponsors, while cultivating new relationships. Develop and oversee foundation and/or corporate proposals, subsequent reporting and donor communications. Plan and execute end-of-year giving mailer, including the storytelling, design, and overall execution. Campaigns & Events Co-plan and execute signature fundraising events such as the Corporate Challenge Golf Outing, Fore the Kids, Masters Watch Party, and other opportunistic events. Lead digital and peer-to-peer campaigns via GiveSmart and Harness. Communications & Strategy Partner with the Marketing & Communications Manager to align messaging and fundraising materials. Partner with the Program team and coaches to gather participant stories and data to demonstrate program impact. Partner with the leadership team to ensure accurate reporting and use of financial statements, revenue tracking, and expense management. Navigate stock gifts, ACH transfers, wire payments, and other money movement processes. Actively participate in overall budget planning. Engage and inspire the Board of Governors and the Development Committee, along with other fundraising task forces. Represent First Tee - Greater Chicago at community, corporate, and donor events. At a leadership level, partner with key stakeholders to enhance and elevate First Tee - Greater Chicago's impact. i.e. First Tee HQ, Western Golf Association/Evans Scholars Foundation, Chicago Parks Foundation, etc. Database & Reporting Maintain accurate donor records in Eleo, ensuring timely reporting and segmentation. Analyze donor trends and campaign results to guide strategy. Qualifications Bachelor's degree required; advanced degree or CFRE preferred. 5+ years of nonprofit development experience, with success in major gifts, sponsorships, and donor engagement. Knowledge of Chicago philanthropic networks and corporate community. Proficiency with Eleo, Harness, GiveSmart, and Microsoft Office Suite (Word, Excel, PowerPoint). Strong communication, storytelling, and organizational skills. Passion for youth development and First Tee - Greater Chicago's mission. Understanding of golf culture and the opportunities it presents is beneficial. Primarily office-based, 2-3 days per week (typically Monday, Wednesday, occasional Friday). Other workdays are flexible to a suitable space with tech/tools, internet, etc. Secondary site visits, 3-5 days per month. Collaborate with Program/Coach team. Observe programming. Benefits include dental, medical, vision, 401K, mileage reimbursement, and monthly cell phone allowance. How to Apply *This opportunity and direct referral are intended for members of the WGA/ESF network. Please submit your resume, cover letter, and a recent writing sample to ****************************************** with the subject line: “Director of Development.” Once you have sent your application, please email your resume to Dan Puglisi (ESF Sr. Director, Career Services) for a direct referral. #J-18808-Ljbffr

Job Description TITLE: Case Manager, Behavioral Health RESPONSIBLE TO: Regional Leadership WORK AREA: Outpatient sites and Community SUMMARY: The Case Managers primary role, under the direction of Regional Leadership and the Case Manager Supervisor, is to provide support and coordinating services based on client needs and treatment plans. The case manager will actively engage in a professional, collaborative process to support our clients' mental and physical health needs. As a Case Manager, you will assess, plan, implement, coordinate, monitor, advocate, and evaluate the options and services required to promote health, quality, and cost-effective outcomes for our clients, ensuring patient safety and adherence to quality care standards. In this role, you will work closely with other care team members to plan, link, advocate, coordinate, and monitor client care. This collaboration will help clients access a wide range of resources, including but not limited to health services, financial assistance, housing, employment, education, and social services. The Case Manager is also responsible for successfully managing their caseload and communicating with the treatment team as it relates to Case Management across various disciplines. BLOODBORNE PATHOGEN CATEGORY I: Tasks with actual blood/body fluid exposure are not included in this position's duties as the job requires therapeutic counseling only. DUTIES AND RESPONSIBILITIESDay-To-Day Responsibilities Act as a liaison between the therapist, other care team members, client, and client's family to coordinate the best care. Arrange family visits, coordinate transportation, and ensure clients' needs are met. Maintain clear and ongoing communication between the family, referral source, and Path Behavioral Healthcare. Attend court hearings as appropriate. Ensure documentation and billing adhere to policy, Path Behavioral Healthcare standards of practice, and all applicable compliance standards within the EHR system. Maintain compliance with chart/documentation audit criteria, billing reviews, and Phase System of Care requirements. Attend supervisory and team meetings; present accurate case management reports reflecting services provided and clients' responses to treatment. Facilitate individual and group meetings as assigned. Serve on agency quality assurance or other committees as assigned. Facilitate the further development of daily living skills if identified by the client and/or parent or guardian. Page Break Address and resolve client/guardian concerns in a timely manner. Oversee the implementation of the individual plan of service, supporting the client's aspirations, goals, and desires for optimizing independence, promoting recovery, and developing and maintaining natural support systems. Ensure ongoing client participation in discussions of their plans, goals, and status. Identify and address gaps in service, as well as monitor under and over-utilization of authorized services. Identify and assist in business development/referral source communication and collaboration efforts. Coordinate and assist the client in crisis intervention and discharge planning, including community support systems following hospitalization. Maintain an organized practice and schedule, be at work on time and ready to work, and leave work at the completion of client care responsibilities. Reduce client rescheduling by informing the appropriate person of time off work. Maintain strict compliance with HIPAA guidelines, confidentiality agreements, billing and coding guidelines, and company policy. Maintain a demeanor of positive professionalism and serve as a model for others to exemplify the mission and vision of Path Behavioral Healthcare. Coordination of the Individual Support Plan (ISP) Services identified in the ISP. Assistance with accessing natural support systems in the community. Coordination with formal community services and systems. System monitoring. Coordination and assistance in crisis management and stabilization. Client advocacy and outreach. Seek education and training specific to client care; provide client education. Mental health interventions addressing symptoms, behaviors, thought processes, etc., to help clients eliminate barriers to seeking or maintaining education and employment. Activities that increase the client's capacity to positively impact their environment. Assume additional duties as assigned by the Case Manager Supervisor or Regional Leadership. Page Break QUALIFICATIONS Education: Candidate must have a High School Diploma or GED. Bachelor's degree is preferred. Experience: Candidates must have a minimum of 3 years of case management experience. Physical Effort: This position requires the ability to work under stressful conditions and to work irregular hours. Communication Skills: Candidates must possess excellent verbal and written communication skills in order to communicate professionally via telephone and in writing. Strong grammar and writing skills are crucial for clear and concise communication with clients, colleagues, and other healthcare professionals. Interpersonal Skills: The successful candidate must demonstrate the ability to interact and assist in a friendly, compassionate, and professional manner with colleagues, providers, clients, and their families, as they represent both themselves and Path Behavioral Healthcare. Essential Technical/Motor Skills: Candidates must achieve competency in the Electronic Health Record (EHR) program, telemedicine services, and any additional software programs utilized by the company, ensuring efficient access and updating of client information. The role requires fine dexterity, adept handling, and proficient gripping abilities to perform various tasks. Background: The candidate must pass all federal and state background checks, including a clean Motor Vehicle Record. Educational and work history will be confirmed in compliance with company policies.

The Sr Claims Examiner I is an independent and self-sufficient professional who handles death claims with moderate complexity. This may include processing claims within Life, Annuity, RPS, or a combination of the three. This role ensures accurate processing in accordance with contract provisions, policies, and regulatory guidelines. While capable of handling routine and moderately complex cases independently, highly complex or unusual cases are escalated for review. This position serves as a developmental senior role, building expertise and judgment for future advancement. Responsibilities Review and adjudicate standard and moderately complex life and annuity claims in compliance with policies and regulations. Adjudicates and pays claims within established service level agreements (SLAs) up to $1M. Validate beneficiary designations and process payments accurately within documented procedures and team SLAs. Applies established procedures and regulatory guidelines to determine if requests are in “good order.” Identify and escalate highly complex or unusual cases to senior team members or management. Maintain accurate records and documentation for all claims handled. Communicate effectively with beneficiaries, agents, and internal stakeholders to resolve inquiries and champion strong relationship building and customer service. Navigate multiple administrative systems, workflows, and imaging tools simultaneously with a high level of organization and attention according to standard operating procedures (SOPs). Participate in training and development activities to enhance technical knowledge and skills. Adheres to Service Level Agreements (SLAs) and individual/team metrics. Ability to work core business hours between 8:30 AM to 6:00 PM EST. Knowledge, Skills, and Abilities Strong attention to detail and organizational skills. Ability to work independently and manage assigned workload efficiently. Foundational knowledge of life insurance products and claims processes. Strong customer service mindset with demonstrated professionalism, empathy, accountability and ownership. Strong analytical mindset with proven problem-solving abilities and math skills. Effective written and verbal communication skills. Proficiency with digital tools and claims systems. Demonstrated accuracy, organization skills, and ability to work to meet deadlines and SLAs. Ability to learn and adapt to changing procedures and regulations. Ability to work with others in a collaborative team environment. Demonstrated ability to learn and apply new digital tools, including AI applications such as Microsoft CoPilot. Education Bachelor's degree preferred or equivalent work experience. Experience 3-5 years of experience in life, annuity, or RPS claims or related field. Certifications Industry certifications (e.g., ALHC, FLMI, Series 6 or 26, HIAA, etc.) are a plus but not required. Salary Range: $55,000- $65,000 For over 175 years, Penn Mutual has empowered individuals, families and businesses on the journey to achieve their financial goals. Through our partnership with Financial Professionals across the U.S., we help instill the confidence and reliability that comes from a stronger financial future. Penn Mutual and its affiliates offer a comprehensive suite of competitive products and services to meet the unique needs of Financial Professionals and their clients, including life insurance, annuities, wealth management and institutional asset management. To learn more, including current financial strength ratings, visit ******************* Penn Mutual is committed to Equal Employment Opportunity (EEO). We provide employment and advancement opportunities to all qualified applicants and associates, according to applicable laws. This is reflected in our practices for hiring, placement, promotion, transfer, demotion, layoff, termination, recruitment, compensation, selection or training, and all other terms and conditions of employment. All employment-related decisions and practices are free from unlawful discrimination. This includes: race, creed, color, national origin, ancestry, citizenship age, gender (including pregnancy), sexual orientation, gender identity or expression, domestic partnership or civil union status, marital status, genetic information, disability, religious observance or practice, liability, veteran status or any other classification protected under applicable law.

Job Family Actuarial 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 Directs and provides leadership in the design, pricing, and implementation of insurance products. Oversees a small team within actuarial modeling, risk management, valuation or other actuarial department. Job Description *This role requires the employee to be hybrid in Cedar Rapids, Baltimore or Philly Responsibilities Provides reports and analyses to management on sales, persistency and mortality or morbidity experience for various product lines, reserve adequacy, risk management information, or various other similar items. Manages studies that underlie actuarial assumptions and provides assumptions and data to others. May support creation of systems specifications, contracts, commission structures, and other actuarial aspects of product development. Monitors and analyzes developments in actuarial techniques, laws and regulations applicable to company operations, and competitive developments in the marketplace. May represent the company on industry and professional committees and/or with regulators. May supervise a small team of employees. Qualifications FSA or equivalent professional designation along with Bachelor's Degree in Actuarial Science, Mathematics, Statistics, Economics or related field and 5 years of relevant experience. In lieu of Bachelor's, will accept Master's in a listed discipline and 4 years of relevant experience. In lieu of FSA will accept ASA or equivalent professional designation and 8 years of relevant experience. Demonstrates high quality leadership, judgment, organization and prioritization skills. Effectively communicates, both verbally and in writing, advanced mathematical and analytical concepts to various audiences. Works well under pressure and within time constraints to effectively accomplish individual and team objectives. Excellent computer skills. Preferred Qualifications Programming skills. Working Conditions Office Environment (Hybrid in Baltimore, Philly or Cedar Rapids) Occasional Travel Limited travel may be required The Salary for this position generally ranges between $125,000 - $140,000 annually. Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including qualifications, experience, geography, work location designation (in-office, hybrid, remote) and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law. Additionally, this position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at the Company's discretion 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 Treasury, Capital Management and Asset Liability Management 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 Sr Modeler builds and extends Asset/Liability Management (ALM) projection systems. These systems have unique requirements to include the use of GPUs and MPI distributed calculations. The Sr Modeler ensures new code developed is high quality, with a focus on performance, tests, and readability. An ideal candidate will have a proven track record of developing software for production use in a high reliability environment, or a background in HPC/Accelerated Computing application development. Responsibilities: Develop solutions used for hedging and asset management, generally in Python. Using linting, unit testing, and end-to-end testing workflows in Jenkins, minimize the probability of delivering a product with significant technical defects. Identify root causes of bugs, produce minimal reproducers, and repair issues seen. Support other teams using our tools. Participate in simultaneous projects, with accountability for ongoing activities and objectives. Assist users from less technical backgrounds in writing quality business logic code. Participate in prototyping efforts and proof of concepts. Qualifications: Bachelor's degree in a technical/quantitative discipline such as statistics, math, actuarial science, computer science, economics, engineering, or a related business field such as finance Five years of modeling experience (or three with Master's degree) with expert knowledge in at least one product such as insurance liability, asset valuation, derivatives modeling, liquidity management, machine learning or artificial intelligence Good understanding of investment and finance concepts, and the ability to creatively apply them in solving analytical problems Preferred Qualifications : Application development experience in Python or C++ Experience with the Python numeric stack (Numpy/Pandas/Polars/Numba) Multiprocess and multithread development experience, MPI preferred but not required. Experience with version control systems and pull request reviews. Cross-platform development experience. Experience with CUDA/CuPy/GPU code is preferred Working Conditions: Hybrid office environment (3 days a week) Compensation: The Salary for this position generally ranges between $106,000 - $120,000 annually. Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including qualifications, experience, geography, work location designation (in-office, hybrid, remote) and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law. Additionally, this position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at the Company's discretion. #LI-BD1 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 ito perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request. Disclaimer: Beware of fake job offers! We've been alerted to scammers impersonating Transamerica recruiters, particularly for remote positions. Please note: We will never request personal information such as ID or payment for equipment upfront. Official offers are sent via DocuSign following a verbal offer-not through text or email. 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

We are looking for an Assistant General Counsel who will report to the Associate General Counsel. In this role you will support all aspects of Penn Mutual's legal and investigative functions. This role handles litigation matters on behalf of Penn Mutual and its affiliates, including its Registered Investment Adviser and Broker-Dealer Hornor Townsend & Kent (HTK). The role also coordinates and conducts reviews and investigations, manages regulatory exams and inquiries, supports Penn Mutual's privacy functions, and delivers training to employees. As a key member of the Law Department, this position handles and enhances internal processes for customer complaint investigations and provides strategic legal advice across litigation and regulatory domains. Penn Mutual embraces a flexible, remote work approach, empowering employees to choose where they work best. Responsibilities Handle lawsuits, arbitrations, and pre-litigation matters on behalf of Penn Mutual and HTK Collaborate with outside counsel on litigation strategy and tactics Manage outside counsel in securities regulatory enforcement matters Manage discovery processes, including subpoenas and document management Prepare for trial or arbitration, including witness preparation Advise internal stakeholders on litigation, risk management, and claims Identify and mitigate legal risks Participate in settlement negotiations Coordinate, direct, and conduct reviews and investigations for Penn Mutual and HTK Respond to, manage, and investigate some customer complaints Develop and enhance internal procedures for complaint investigations Communicate investigation outcomes to leaders Perform root cause analysis and recommend policy/procedure changes Advise business leaders on compliance/regulatory changes and trends Maintain the Anti-Fraud Plan for Penn Mutual and affiliates Manage state insurance department examinations and regulatory inquiries Oversee SEC, FINRA, and state securities/insurance department examinations Investigate and resolve employment-related disputes in conjunction with HR Develop and deliver training programs on legal topics Partner with HR, business leaders, and Law Department lawyers on employment issues Skills and Abilities Knowledge of litigation processes, including discovery and evidentiary rules Knowledge of state insurance, securities, FINRA & SEC rules and regulations Knowledge of federal, state, and local employment laws Strong business acumen in life insurance & broker dealer industries Excellent verbal and written communication skills Relationship-building and influencing skills Tactical and strategic thinking Proactive, values-driven, and relationship-based approach Strong leadership, ethics, integrity, and discretion Sound judgment Complies with all company and site policies and procedures Remains current in profession and industry trends Successfully completes regulatory and job training requirements Performs other duties as assigned Demonstrates a commitment to AI fluency by embracing AI tools and technologies to enhance individual and team performance, decision-making, and innovation Education & Experience Juris Doctorate from an accredited law school (required) Admission to the bar of at least one state and eligibility for PA bar's Limited In-House Corporate General License (required) Former litigation, prosecutorial, or regulatory experience (required) 8-10 years in compliance/legal background within insurance, securities, financial services or criminal law (required) Experience managing corporate investigations (required) Experience interacting with law enforcement or regulatory bodies (SEC, state insurance/securities departments) (required) Litigation experience, including federal, state insurance litigation, FINRA arbitration, and managing outside counsel (required) Experience in employment law matters (required) Base Salary Range: $160,000 - $170,000 For over 175 years, Penn Mutual has empowered individuals, families and businesses on the journey to achieve their financial goals. Through our partnership with Financial Professionals across the U.S., we help instill the confidence and reliability that comes from a stronger financial future. Penn Mutual and its affiliates offer a comprehensive suite of competitive products and services to meet the unique needs of Financial Professionals and their clients, including life insurance, annuities, wealth management and institutional asset management. To learn more, including current financial strength ratings, visit ******************* Penn Mutual is committed to Equal Employment Opportunity (EEO). We provide employment and advancement opportunities to all qualified applicants and associates, according to applicable laws. This is reflected in our practices for hiring, placement, promotion, transfer, demotion, layoff, termination, recruitment, compensation, selection or training, and all other terms and conditions of employment. All employment-related decisions and practices are free from unlawful discrimination. This includes: race, creed, color, national origin, ancestry, citizenship age, gender (including pregnancy), sexual orientation, gender identity or expression, domestic partnership or civil union status, marital status, genetic information, disability, religious observance or practice, liability, veteran status or any other classification protected under applicable law.

Job Family Customer & Business Quality Assurance 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 As a member of the Client Transition Services (CTS) team, this role handles moderate to complex data and asset transfer processes during new client plan conversions. Ensures timely and proper notification of cash flows to the Transamerica Retirement Services (TRS) Funding Group, and milestone task completion to project team members. Responsibilities Partner with clients, vendors, payroll providers and internal resources to gather data elements for migration. Establish an ongoing data dialog, via payroll files, to maintain data elements. Analyze and reconcile data received against documented plan rules. Post transferred records from former record systems into company system; maintain auditable records of completed conversion steps. Audit, analyze and perform data quality reviews for each conversion. Maintain the NBI (new business intelligence) database and transaction calendar. Participate in meetings with the Implementation staff. Lead and/or participate in department projects and data-specific initiatives. Manage large data conversion projects. Maintain department tools and procedures as assigned. Identify procedural issues/gaps and recommend solutions. Preferred Qualifications: Experience in the retirement services industry, including ongoing retirement plan administration, installations, conversions, 401(k) support, or client management. Qualifications Five years of experience in the financial services industry including working with electronic data files Working knowledge of Paris or related database systems, and SQL (AQT). Experience using Informatica or Pervasive software, or related systems. Written and verbal communication skills to present information to internal and external stakeholders. Organizational skills and attention to detail. Problem-solving and analytical skills. Proficiency in MS Word/Excel. Experience constructing queries. Working Conditions Remote / Hybrid *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.** Compensation: The salary for this position generally ranges between $70,000-$77,000. This range is an estimate, based on potential employee qualifications, operational needs and other considerations permitted by law. The range may vary above and below the stated amounts, as permitted by Colorado Equal Pay Transparency Rule 4.1.2. Bonus Eligibility: This position is also typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at Company Discretion. Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time. Disclaimer: Beware of fake job offers! We've been alerted to scammers impersonating Transamerica recruiters, particularly for remote positions. Please note: We will never request personal information such as ID or payment for equipment upfront. Official offers are sent via DocuSign following a verbal offer-not through text or email. This 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

Join IFN's Strategic Alliances team as an intern supporting the Smart Office “Know Your Customer” database initiative. This internship offers hands-on experience in data organization, profile development, and project support for a dynamic sales environment. You will work closely with the Strategic Alliance team to enhance our understanding of financial professionals and contribute to strategic projects that drive business growth. Responsibilities Organize and maintain the “Know Your Customer” database, ensuring accuracy and completeness of financial professional profiles. Build out detailed profiles for financial professionals to support the sales team's outreach and engagement strategies. Assist with ad hoc project work, including data analysis, reporting, and process improvement initiatives. Compile and categorize data for internal use, preparing summaries and dashboards for leadership. Collaborate with team members to achieve shared goals and contribute innovative ideas. Skills Strong written and verbal communication skills. Detail-oriented with the ability to organize and prioritize tasks effectively. Proficient in Microsoft Excel and comfortable learning new data tools. Ability to work collaboratively in a team environment. Positive attitude and willingness to learn and contribute to process improvements. Experience Working toward a degree in Business, Finance, Data Analytics, or a related discipline. Coursework or interest in sales operations, CRM systems, or data management is a plus. Pay Rate - $20 an hour For over 175 years, Penn Mutual has empowered individuals, families and businesses on the journey to achieve their financial goals. Through our partnership with Financial Professionals across the U.S., we help instill the confidence and reliability that comes from a stronger financial future. Penn Mutual and its affiliates offer a comprehensive suite of competitive products and services to meet the unique needs of Financial Professionals and their clients, including life insurance, annuities, wealth management and institutional asset management. To learn more, including current financial strength ratings, visit ******************* Penn Mutual is committed to Equal Employment Opportunity (EEO). We provide employment and advancement opportunities to all qualified applicants and associates, according to applicable laws. This is reflected in our practices for hiring, placement, promotion, transfer, demotion, layoff, termination, recruitment, compensation, selection or training, and all other terms and conditions of employment. All employment-related decisions and practices are free from unlawful discrimination. This includes: race, creed, color, national origin, ancestry, citizenship age, gender (including pregnancy), sexual orientation, gender identity or expression, domestic partnership or civil union status, marital status, genetic information, disability, religious observance or practice, liability, veteran status or any other classification protected under applicable law.

We are seeking a detail-oriented and proactive Workday Financial Systems Analyst to join our Financial Systems team. This role will support the ongoing configuration, maintenance, and optimization of Workday Financials modules, ensuring seamless system performance and alignment with business needs. We're looking for someone who can make an immediate impact by leveraging their hands-on experience with Workday Financials modules. As a key member of the team, you'll collaborate with cross-functional stakeholders to troubleshoot issues, implement enhancements, and support existing functionality. Your contributions will help drive operational efficiency and enable strategic decision-making through accurate system functionality and reporting. Essential Functions Build and maintain functional configuration and features of the Workday Financials application including Core Financials (FDM), Accounting Center, Banking and Settlement, Suppliers, Prism Analytics Monitor, diagnose and resolve issues with the finance integrations Collaborate with stakeholders to understand requirements, configure, prototype and test Workday solutions for varying business problems Optimize use of Workday and associated business processes by proactively identifying areas of opportunity for increased automation and efficiency Evaluate the latest available features released by Workday to determine benefits to stakeholders Assist in regression testing for Workday bi-annual update cross functionally across all stakeholders Provide support and training of Workday Financials as required Collaborate with stakeholders and Financial Systems team to prioritize and approve Workday change requests to align with finance strategic goals Complies with all company and site policies and procedures Remains current in profession and industry trends Successfully completes regulatory and job training requirements Performs other duties as assigned Skills & Abilities 3+ years Workday Financials administration experience (Core Financials, Accounting Center, etc) Ability to communicate effectively with all levels of employees, departments and outside contacts Excellent problem-solving and analytical skills Analytical mindset with attention to detail Experience in the Insurance industry is a nice to have Education & Experience Bachelor's degree in IT, Business, or related field is preferred 3-5+ Years Workday Financial administration, configuration, support, and maintenance for modules required Experience with Prism Analytics, Workday Studio, Adaptive & Security required AI & Digital Enablement Lead the responsible integration of AI-powered tools to enhance decision-making, automate processes, and improve user experience. Champion digital fluency by coaching staff and advisors on effective use of collaboration platforms (e.g., Zoom AI, Copilot, SharePoint). Partner with enterprise technology teams to align on digital strategies, monitor tool effectiveness, and drive continuous improvement. Base Salary Range: $95,000 - $115,000 For over 175 years, Penn Mutual has empowered individuals, families and businesses on the journey to achieve their financial goals. Through our partnership with Financial Professionals across the U.S., we help instill the confidence and reliability that comes from a stronger financial future. Penn Mutual and its affiliates offer a comprehensive suite of competitive products and services to meet the unique needs of Financial Professionals and their clients, including life insurance, annuities, wealth management and institutional asset management. To learn more, including current financial strength ratings, visit ******************* Penn Mutual is committed to Equal Employment Opportunity (EEO). We provide employment and advancement opportunities to all qualified applicants and associates, according to applicable laws. This is reflected in our practices for hiring, placement, promotion, transfer, demotion, layoff, termination, recruitment, compensation, selection or training, and all other terms and conditions of employment. All employment-related decisions and practices are free from unlawful discrimination. This includes: race, creed, color, national origin, ancestry, citizenship age, gender (including pregnancy), sexual orientation, gender identity or expression, domestic partnership or civil union status, marital status, genetic information, disability, religious observance or practice, liability, veteran status or any other classification protected under applicable law.

Job Family Regional / Field Sales 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 Responsible for selling the organization's bundled and unbundled retirement programs within an assigned territory and for meeting sales goals in accordance with company objectives for institutional market sales. Responsibilities Prospect for new clients within assigned territory and achieve sales goals. Develop a strong network of advisors, consultants, and other third party intermediaries that are focused on the retirement industry. Develop plan sponsor relationships through direct meetings with key contacts at the plan sponsor. Participate in proactive marketing campaigns. Manage a territory of target prospects. Travel extensively to meet with prospects, advisors, and other key intermediaries in the territory. Qualifications Bachelor's degree or equivalent work experience Minimum of 3 years of sales experience focusing on the mid-to-large plan institutional market and knowledge of all types of retirement plans and related investment products. FINRA Series 6 & 63. Preferred Qualifications FINRA Series 7 Established relationships with retirement advisors, consultants and plan sponsors. Working Conditions Remote (Field/Travel) Environment Extensive Travel >50% Travel may include overnight travel. The Salary for this position generally ranges between $120,000-$135,000 annually. Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including qualifications, experience, geography, work location designation (in-office, hybrid, remote) and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law. This position is also currently eligible for sales and/or performance incentives. Specifics will be reflected in individual incentive plan documents. 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

Job Family Internal Sales 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 Transamerica is excited to announce that we are expanding and looking for FINRA Licensed Advisors to join our team! Now interviewing for multiple openings for our March 2nd and April 6th classes! How long is your commute? The Retirement Plan Specialist role is fully remote! Are you an experienced Financial Advisor or Retirement Professional who is tired of prospecting and would love to work with ongoing warm leads, build relationships, and assist clients with their financial challenges? Do you wish that instead of a high pressure, commission-only position you could work from home 40 hours per week, receive a bi-weekly base salary PLUS monthly, quarterly, and annual bonuses? Then our team is what you are looking for! You must hold FINRA Series 6, 63, and 65; OR Series 7 and 66 at time of hire. Provides customers with education, guidance and transparency around retirement product solutions (i.e. Account Rollover & Retirement, Annuity, Term Life, Permanent Life). Staff at this level are learning products and handle routine inquiries. Receive instruction, guidance and direction from more senior analysts. Job Description Responsibilities Learn all products in assigned specialty area, including awareness of competitive offerings and regulations. Explain and ensure customers understand product options for routine inquiries; make product recommendations. Identify if there are multi-product needs and connect customers to other product specialists. Work with relationship managers and fulfillment analysts to initiate product requests. Qualifications Bachelor's degree in a business field or equivalent professional experience FINRA Series 6, 63, and 65; or FINRA Series 7 and 66 (required to be approved to do business in all states) Life license (or obtain within 90 days) One year of experience in the financial services industry Basic knowledge of financial products (related to assigned specialty area) Customer service, interpersonal and listening skills to effectively communicate with customers and earn trust Problem-solving and decision-making skills to select and recommend product solutions Written/verbal communication and presentation skills to provide information via phone, email, video, chat, etc. Proficiency using MS Office Preferred Qualifications CFP and/or CRPC Knowledge of CRM (Salesforce.com) and digital financial advice platforms Working Conditions Remote (Field/Travel) Environment Schedule may vary to fulfill service levels during hours of operation Compensation **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.** Total Compensation for this role is estimated to be $65,000 - $95,000 per year. The Salary for this position generally ranges between $ 48,500 - $ 53,000 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. This position is currently eligible for sales and/or performance incentives. Specifics will be reflected in individual incentive plan documents. #LI-KB1 Disclaimer: Beware of fake job offers! We've been alerted to scammers impersonating Transamerica recruiters, particularly for remote positions. Please note: We will never request personal information such as ID or payment for equipment upfront. Official offers are sent via DocuSign following a verbal offer-not through text or email. 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 Regional / Field Sales 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 This role is responsible for driving sales by proactively and reactively marketing Transamerica as a premier provider of voluntary benefit insurance products. This is accomplished by contacting new business leads, cultivating existing relationships and demonstrating excellent problem-solving skills to promote the sale of Transamerica's voluntary products. Responsibilities Collaborate with the Small Market Relationship Manager (RM) to develop and execute strategic business plans that increase the company's share of voluntary benefits in the market and enhance the visibility of Transamerica's voluntary products. Responsible for the sales, recruiting and activity goals delivered by the RM on behalf of the company in a defined geographical area (Region). Keep the RM appraised of any concerns you have in meeting set goals, need for clarifying duties and any training development needs that will result in greater performance and personal growth. Proactively seek potential producers (Managing General Agents, General Agents and Individual Agents) to assess whether they may be a viable client for Transamerica. Discuss their business strategy and how Transamerica's voluntary products, services and enrollment options may meet their client's needs. Identify and contract enrollment technology companies or benefit communication firms. Daily contact with producers through inbound and outbound calls, emails, online meetings or webinars (i.e. territory coverage, relationship building in accordance with business plan and/or sales goals.) Document all proactive sales activity and pertinent issues in contact management system (SalesForce.com), i.e. appointments, thank you calls, monthly call campaigns, etc. Forward leads that exceed specified thresholds to the appropriate Selling Channel for coordination, follow up and document information in Salesforce.com. Partner with home office departments and operational support teams to build strong, positive relationships that drive growth and retention of Employee Benefits business. Qualifications Bachelor's degree in a business related field or equivalent work experience. Five years of sales experience in the insurance industry. Time management and organizational skills. Relationship building and listening skills to better assess a producer's needs and determine the type of sales support necessary to accomplish the objective. Verbal/written communication and presentation skills for maintaining daily contact and presenting webinars. The ability to work in a team environment. PC proficiency to document all sales activities. Preferred Qualifications Life/Health license. Insurance carrier sales experience with background and knowledge of administrative processes. Demonstrated sales success in insurance and/or employee benefits. Working Conditions Office environment Occasional travel (10%) *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.** Compensation: The salary for this position generally ranges between $60,500-$75,000. This range is an estimate, based on potential employee qualifications, operational needs and other considerations permitted by law. The range may vary above and below the stated amounts, as permitted by Colorado Equal Pay Transparency Rule 4.1.2. This position is also currently eligible for sales and/or performance incentives. Specifics will be reflected in individual incentive plan documents. Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time. 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 in order to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request. What We Offer For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees. Compensation Benefits Competitive Pay Bonus for Eligible Employees Benefits Package Pension Plan 401k Match Employee Stock Purchase Plan Tuition Reimbursement Disability Insurance Medical Insurance Dental Insurance Vision Insurance Employee Discounts Career Training & Development Opportunities Health and Work/Life Balance Benefits Paid Time Off starting at 160 hours annually for employees in their first year of service. Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays). Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars Parental Leave - fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child. Adoption Assistance Employee Assistance Program 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

Job Family Account / Relationship Management 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 As part of World Financial Group (WFG) distribution team, the Regional Consultant is responsible for partnering with field agents and field leadership to drive increased agent recruiting, licensing, and product sales; enhance the agent experience; increase field performance through issue/opportunity identification and resolution, training, and communication; and to execute on WFG growth strategies. Lead and develop teams of senior FAST and FAST consultants whose focus is on connecting opportunity/issue with effective solutions and resources, increasing the number of newly licensed agents, and growing agent sales. Promote WFG opportunities to increase sales through a scalable and compliant business model aligned with the company's strategic vision. Job Description Responsibilities Meet annual growth and business targets set for WFG and Transamerica. Empower the field force with information, tools, and resources to achieve business goals. Share knowledge of industry best practices, home office resources, marketing platforms, and other programs/processes available for success. Innovate and connect solutions to business needs. Provide guidance to field leaders on strategic planning and issue resolution. Conduct analysis of field performance to identify emerging trends and make recommendations to drive growth, engagement, and practical risk management. Engage and empower field leadership to implement WFG initiatives that improve business effectiveness. Monitor agent recruiting and licensing within territories. Implement/deliver messaging, training, incentives, etc. to drive growth and meet retention objectives. Consult with field leadership to ensure systems, procedures, and programs adhere to WFG/Transamerica guidelines and quality control measures. Resolve identified issues. Travel regularly to manage territory rotation providing issue/opportunity identification and solutions/resources, training, and coaching on performance effectiveness and to maximize resource efficiency. Monitor FAST consultant activity reporting and use of regional budgets to ensure total expenditures are within budget and providing the best return on investment. Provide leadership and clear direction to senior FAST and FAST consultants. Hire, lead, coach, reward, and direct day-to-day activities of employees with a focus on professional development and achieving targeted business outcomes. Set clear performance expectations, conduct performance reviews and as needed, implement improvement measures for individual and team success. Qualifications Five years of financial services industry experience, including distribution/sales management. Life license Solid understanding of the life insurance industry, securities business, agency operations, products, and regulations. Understanding of employment regulations to manage employees. Outstanding communications and relationship-building skills with the field force, home office areas, strategic partners, and key stakeholders. Solid business acumen and sound judgement to identify issues/gaps, make strategic decisions, and influence outcomes aligned to objectives. Technical aptitude to learn and train others. Analytical and problem-solving skills to interpret and connect practical solutions to business problems. Strong written and oral communication skills, presentation, and public-speaking skills for extensive contact with internal and external stakeholders at all levels Creative self-starter with the ability to engage and motivate others. Attention to detail and the ability to manage multiple priorities simultaneously in a fast-paced environment. Effective application of project management methodologies Proficiency using MS Office products, and technologies used to deliver in-person and web-based training/meetings. Preferred Qualifications Bachelor's degree in a business field FINRA Series 6 license Proficiency using WFG/TFA platforms People management experience Working Conditions Remote or hybrid-remote office environment (Territory requirement: must reside in Northern California, Oregon, or Washington.) Extensive travel (50-75%) to field offices, business meetings, conferences/events Non-standard work schedule to include evenings and weekends Valid driver's license and vehicle required Compensation **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.** Total Compensation for this role is estimated to be $200,000 per year. The Salary for this position generally ranges between 65,000-75,000 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. This position is currently eligible for sales and/or performance incentives. Specifics will be reflected in individual incentive plan documents. 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 Investment Management 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 Responsible for overseeing daily security valuation processes across multiple fund structures, ensuring accurate pricing, compliance with policies, and collaboration with internal and external stakeholders to maintain valuation integrity and transparency. Applicants must possess legal authorization to work for our company in the U.S. without the need for immigration sponsorship or otherwise serving as an employer of record for immigration employment purposes. At this time, this role is not eligible for immigration-related employment authorization sponsorship. Responsibilities: Lead daily security valuation processes for mutual funds, exchange-traded funds (ETFs), and other investment vehicles. Ensure compliance with valuation policies, regulatory requirements, and industry best practices. Oversee pricing vendor due diligence and evaluate pricing sources for accuracy and reliability. Manage exception reporting and resolve pricing discrepancies in collaboration with portfolio managers and subadvisers. Coordinate with fund accounting, audit, and compliance teams to support net asset value (NAV) calculations and financial reporting. Identify and implement automation solutions to improve efficiency, reduce manual errors, and accelerate reporting. Monitor market events and assess impact on security pricing and valuation methodologies. Support fund launches, mergers, and other corporate actions from a valuation perspective. Participate in valuation committee meetings and contribute to policy updates and governance. Provide input on accounting treatment and financial reporting disclosure requirements for complex financial instruments, including over-the-counter (OTC) derivatives. Qualifications: Bachelor's degree in finance, accounting, economics, or related field Seven years of experience in fund administration, security valuation, or investment operations Strong understanding of financial instruments, valuation techniques, and market data providers Experience with pricing service providers such as Bloomberg, Intercontinental Exchange (ICE), and London Stock Exchange Group (LSEG) Familiarity with regulatory frameworks such as Securities and Exchange Commission (SEC), International Financial Reporting Standards (IFRS), and Generally Accepted Accounting Principles (GAAP) Excellent analytical, problem-solving, and communication skills Leadership and team management capabilities High attention to detail and ability to work under tight deadlines Preferred Qualifications Chartered Financial Analyst (CFA) Working Conditions: Hybrid office environment: Denver, CO Occasional Travel Compensation: The Salary for this position generally ranges between $80,000 - $100,000 annually. Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including qualifications, experience, geography, work location designation (in-office, hybrid, remote) and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law. Additionally, this position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at the Company's discretion. #LI-BD1 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. Disclaimer: Beware of fake job offers! We've been alerted to scammers impersonating Transamerica recruiters, particularly for remote positions. Please note: We will never request personal information such as ID or payment for equipment upfront. Official offers are sent via DocuSign following a verbal offer-not through text or email. 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 Administrative Services 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 Internships are short-term work experiences for a designated period of time that allow college students the opportunity to observe and participate in the professional work environment, to explore how his/her interests relate to possible careers, and to gain practical experience in an industry relating to their field of study. Job Description Responsibilities: Support business processes that directly impact Transamerica financials Assist with quarterly IFRS, Financial Plan/Capital Reforecast, Principles Based Reserves, and C3P1 models, as well as annual Medium-Term Plan, and Cash Flow Testing models Support the annual setting of economic assumptions by working cohesively with members of Life, Health, Annuity, and Risk areas Engage in annual discussions regarding economic assumption changes and assist with the creation of model files that reflect the updated assumptions Provide AXIS format asset inventory, economic assumption, and investment input files to support Asset and Liability Management analysis on a regular basis Collaborate with more senior analysts on the development of asset-related code updates in AXIS models, and support asset-only user testing of the updates Learn how to explain model results attribution and reconciliation Provide support and input required for change management documentation each quarter for assumption and/or system updates Aid in resolving potential issues and escalating when appropriate Qualifications: Currently pursuing an undergraduate degree in math, actuarial science, statistics, related science field, finance, or related business field. Internships are not available for students who have completed their college education or who will graduate prior to the conclusion of the internship Interest, knowledge, and awareness of insurance liability, asset valuation, derivatives modeling, liquidity management, machine learning, artificial intelligence Familiarity with investment and finance concepts, and be able to creatively apply in solving analytical problems in the business setting Preferred Qualifications: Ability to use code (Python, VBA) to help automate tasks and increase efficiency Proficiency with Microsoft Excel Familiarity with using modeling systems, particularly AXIS Knowledge of asset liability management processes in insurance or banking Understanding of actuarial and accounting Working Conditions: Interns will work hybrid in Cedar Rapids, IA Tuesday, Wednesday, and Thursday will be in office; Monday and Friday will be work from home days Compensation: The salary for this position generally ranges between $23.00 - 25.00 per hour. Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including qualifications, experience, geography, work location designation (in-office, hybrid, remote) and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law. Full-time interns will receive an intern allowance to cover costs of relocation including housing, mileage, and travel expenses. Disclaimer: Beware of fake job offers! We've been alerted to scammers impersonating Transamerica recruiters, particularly for remote positions. Please note: We will never request personal information such as ID or payment for equipment upfront. Official offers are sent via DocuSign following a verbal offer-not through text or email. 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

We've embraced a flexible, hybrid approach to work. Based on your role and personal preference, we empower you to choose where you work best. This model allows you to balance your life and bring your whole self to work.All Penn Mutual employees exemplify our Shared Commitment: Doing what's right today, together, for the promise of a brighter tomorrow. The feelings are mutual: Care. Respect. Belonging. Penn Mutual is committed to Equal Employment Opportunity (EEO). We provide employment and advancement opportunities to all qualified applicants and associates, according to applicable laws. This is reflected in our practices for hiring, placement, promotion, transfer, demotion, layoff, termination, recruitment, compensation, selection or training, and all other terms and conditions of employment. All employment-related decisions and practices are free from unlawful discrimination. This includes: race, creed, color, national origin, ancestry, citizenship, age, gender (including pregnancy), sexual orientation, gender identity or expression, domestic partnership or civil union status, marital status, genetic information, disability, religious observance or practice, liability, veteran status or any other classification protected under applicable law. Leaders may, at their discretion, change the responsibilities in this position description at any time due to reasonable accommodation and/or other business reasons. About the Penn Mutual Life Insurance Company Penn Mutual helps people become stronger. Our expertly crafted life insurance is vital to long-term financial health and strengthens people's ability to enjoy every day. Working with our trusted network of financial professionals, we take the long view, building customized solutions for individuals, their families, and their businesses. We support our financial professionals with retirement and investment services through our wholly owned subsidiary, Hornor, Townsend & Kent, LLC, member FINRA/SIPC. For HTK ONLY: About HTK Hornor, Townsend & Kent, LLC (HTK) is a broker-dealer and registered investment adviser supporting independent financial professionals across the U.S. For more than 50 years, HTK has been the trusted partner supporting financial professionals on their path to success. HTK is committed to offering its financial professionals the independence to build their practice their way through the delivery of a flexible platform, leading solutions and personalized service. Hornor, Townsend & Kent, LLC (HTK) is a wholly-owned subsidiary of The Penn Mutual Life Insurance Company. Member FINRA/SIPC. Visit ************ For PMAM ONLY: About Penn Mutual Asset Management Penn Mutual Asset Management is a registered investment adviser and wholly owned subsidiary of The Penn Mutual Life Insurance Company. Penn Mutual Asset Management is dedicated to creating value through a prudent, thoughtful, and rigorous investment decision-making process. We tailor our proven approach to generate solid risk-adjusted returns that result in consistent earnings, while balancing the need for capital preservation to achieve each client's strategy and goals. For over 175 years, Penn Mutual has empowered individuals, families and businesses on the journey to achieve their financial goals. Through our partnership with Financial Professionals across the U.S., we help instill the confidence and reliability that comes from a stronger financial future. Penn Mutual and its affiliates offer a comprehensive suite of competitive products and services to meet the unique needs of Financial Professionals and their clients, including life insurance, annuities, wealth management and institutional asset management. To learn more, including current financial strength ratings, visit ******************* Penn Mutual is committed to Equal Employment Opportunity (EEO). We provide employment and advancement opportunities to all qualified applicants and associates, according to applicable laws. This is reflected in our practices for hiring, placement, promotion, transfer, demotion, layoff, termination, recruitment, compensation, selection or training, and all other terms and conditions of employment. All employment-related decisions and practices are free from unlawful discrimination. This includes: race, creed, color, national origin, ancestry, citizenship age, gender (including pregnancy), sexual orientation, gender identity or expression, domestic partnership or civil union status, marital status, genetic information, disability, religious observance or practice, liability, veteran status or any other classification protected under applicable law.

The Accounting Analyst will perform finance functions including, but not limited to accounting, financial reporting, or analysis with moderate instruction or guidance. In this role, you will utilize general accounting and financial principles and techniques to support various activities within and outside of financial management covering moderately difficult assignments with diverse scope. We've embraced a flexible, hybrid approach to work. Based on your role and personal preference, we empower you to choose where you work best. This model allows you to balance your life and bring your whole self to work. Responsibilities •Prepares journal vouchers and accounting classifications, and complete associated account reconciliations •Participates in processes to ensure accuracy and completeness of financial records •Prepares and analyzes internal and external ad hoc financial requests •Interprets financial data and/or results for users and may offer recommendations to management •Supports internal and external audit requests •Provides information to support Management, Regulatory, and GAAP reporting •Keeps apprised of the changing accounting and regulatory landscape through research of technical guidance; assists in documenting and informing management of potential impacts •Documents business processes and identify controls and deficiencies in business processes •Identifies, recommends and implements ongoing process improvements •Applies accounting knowledge to complete: ◦ Quarterly accruals for insurance companies ◦ Intercompany accounting and reconciliations between Penn Mutual and affiliates ◦ Statutory and GAAP consolidation •Completes regulatory financial filings on a quarterly basis •Completes annual filings, including “Blue Books” and regulatory filings •Completes state filings as required throughout the year •Oversees the maintenance of comprehensive checklists encompassing all insurance entities for various filing requirements •Participates on project teams •Complies with all company and site policies and procedures •Remains current in profession and industry trends •Successfully completes regulatory and job training requirements •Performs various other related duties, assignments and special projects as assigned •Demonstrates a commitment to AI fluency by embracing AI tools and technologies to enhance individual and team performance, decision-making, and innovation Skills and Abilities •Strong data analysis skills including the ability to work with pivot tables, advanced formulas and modeling •Ability to effectively communicate and present information (written and verbal) clearly, consistently and accurately •Strong critical thinking and problem solving skills •Must be detail-oriented and be able to handle multiple tasks/projects as well as exercise initiative and follow-through to meet deadlines •Ability to work collaboratively in a team environment •Ability to make a positive contribution as demonstrated by learning new skills and making suggestions for process/procedure improvement •Ability to work with others in a collaborative team environment Education •Bachelor's Degree in accounting or finance; or equivalent master's degree Required and •CPA designation is Preferred Experience •2-5 years of related experience Required and •Experience working in the life insurance industry or other financial services industry Required Base Salary Range - $68,000- $80,000 For over 175 years, Penn Mutual has empowered individuals, families and businesses on the journey to achieve their financial goals. Through our partnership with Financial Professionals across the U.S., we help instill the confidence and reliability that comes from a stronger financial future. Penn Mutual and its affiliates offer a comprehensive suite of competitive products and services to meet the unique needs of Financial Professionals and their clients, including life insurance, annuities, wealth management and institutional asset management. To learn more, including current financial strength ratings, visit ******************* Penn Mutual is committed to Equal Employment Opportunity (EEO). We provide employment and advancement opportunities to all qualified applicants and associates, according to applicable laws. This is reflected in our practices for hiring, placement, promotion, transfer, demotion, layoff, termination, recruitment, compensation, selection or training, and all other terms and conditions of employment. All employment-related decisions and practices are free from unlawful discrimination. This includes: race, creed, color, national origin, ancestry, citizenship age, gender (including pregnancy), sexual orientation, gender identity or expression, domestic partnership or civil union status, marital status, genetic information, disability, religious observance or practice, liability, veteran status or any other classification protected under applicable law.

Job Family Regulatory Compliance 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 Provide supervision over the securities activities of Branch Office Supervisors and Registered Representatives in an assigned region. Job Description Responsibilities Provide direct supervision of Branch Office Supervisors and Registered Representatives for broker dealer and investment advisory functions; provide supervision, guidance, advice, and training. Maintain files required by the WSPs to be maintained at the branch location for each Branch Office Supervisor and Registered Representatives. Assist in the creation of new branch offices and the development of existing offices. Participate in regulatory examinations within the assigned region. Review and accept or deny requests for non-registered locations. Monitor the activities of Branch Office Supervisors, Registered Representatives and NRLs within the region in accordance with the Firm's written supervisory procedures. Monitor the performance of Branch Office Supervisors to ensure they are able to properly supervise the number of Registered Representatives assigned to them. Designate, reviews and remove Branch Office Supervisor status as needed. Makes decisions for acceptance or denial of new applicants and, when necessary, for the suspension or termination of Branch Office Supervisors and Registered Representatives. Visit branch offices periodically to review and monitor for adherence to company policies and procedures. Review annual audit report and implement procedural changes to ensure that identified deficiencies are not repeated. Reviews written correspondence and communications with the public in accordance with company policies as needed. Review and approve, or deny, outside business activities and private securities transactions requested by Branch Office Supervisors and Registered Representatives. Perform final review and acceptance of Form U4s for applicants, including interviews with the sponsoring Branch Office Supervisor and/or applicant, and/or requests for additional supporting documentation. Approve/recommend Heightened Supervisory Agreement (HSA), or refer to Special Review Committee. Implement, monitor, and dissolve HSAs within the region. Review and accept, or deny, requests from Branch Office Supervisors for assignments or reassignments of Registered Representatives. Monitor Registered Representatives compliance with Firm and regulatory continuing education requirements. Review and monitor Branch Office Supervisor and Field Representative completion and compliance with the Firm's annual compliance meeting and Firm element requirements Review and monitor Branch Office Supervisor and Field Representative emails to ensure compliance with Firm policies. Handle calls and inquires during regions office hours to ensure inquiries are resolved satisfactorily, including incoming calls on the RBM call line. Refer to and provide input to the Compliance Division on regulatory violations, sales practice improprieties, or actual or potential violations of Firm policies and/or regulatory requirements as needed. Periodically attend public events conducted by TFA Field Representatives to ensure compliance with Firm policies. Create, facilitate and promote Firm training programs as deemed necessary by management. Perform additional supervisory and compliance functions as needed. Qualifications Bachelor's degree in a business-related field or equivalent experience Five years of securities industry related experience FINRA Series 6 and 26 (and obtain 7 and 24 licenses within one year) In-depth knowledge of compliance, suitability issues, securities products, and FINRA regulations Strong written/oral communication and interpersonal skills Facilitation and training experience Organizational skills and the ability to prioritize multiple priorities Proficiency using MS Office projects Preferred Qualifications FINRA Series 24, 65/66, 53/51 Working Conditions Office Environment Evening/weekend hours as needed Extensive Travel >50% The Salary for this position generally ranges between $67,000 - $87,000 annually. Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including qualifications, experience, geography, work location designation (in-office, hybrid, remote) and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law. Additionally, this position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at the Company's discretion 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