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Senior Manager Product Management

Company: Transamerica
Location: Harrison
Posted on: March 12, 2018

Job Description:

Job Description Summary

Handle a wide variety of product management responsibilities for day-to-day operations management, reporting, tracking, quality control, and product development across Transamericas defined contribution asset allocation and advice services.

Job DescriptionResponsibilities

  • Drive and design efficiencies that are cost effective and minimize operational risk across the asset allocation and advice services.
  • Assist with quality assurance activities and testing to ensure compliance.
  • Research escalated participant questions from Investment Advisor Representatives by reviewing participant level data from record keeping system.
  • Assist with day to day operations of all products.
  • Assist in launching the managed account offering in new markets; participate in the day-to-day management of the managed account.
  • Work with the greater Product team to identify and communicate needed product upgrades.
  • Work with IT to communicate high level requirements, review of requirements, and initiate subsequent changes/product enhancements for investment services.
  • Develop and deliver tracking and audit reporting of services internally, and externally for plan sponsors. Identify resources and tools to drive updates and reporting enhancements.
  • Act as a subject matter expert on investment services during meetings with IT and other stakeholders.
  • Develop new reporting and proof points for sponsors and participants to illustrate product value. Identify ways to enhance automated reporting capabilities.


    • Bachelors degree in business, finance, computer science, actuarial science, or equivalent experience.
    • Five years of experience in financial services, retirement record keeping, product, data or investment analysis.
    • Query writing experience to identify the data to use in reporting and research.
    • Advanced skills in MS Excel to manage large data sets.

      Preferred Qualifications

      • Five to ten years of experience in financial product management.
      • Knowledge of investment products used in defined contribution accounts.
      • Experience in the managed accounts/robo advisor industry.
      • Knowledge of AQT a plus.
      • Knowledge of Transamericas retirement record keeping system.
      • Knowledge of Transamericas plan sponsor and participant websites.

        Behavioral & Leadership Competencies

        • Analytical and problem-solving skills to find solutions to project gaps.
        • Excellent communication skills.
        • Organizational and prioritization skills to complete assignments within deadlines.
        • Ability to work independently and as part of a team.

          Our Culture

          At Transamerica we promote a Future Fit mindset. What is a Future Fit mindset?

          • Acting as One fosters an environment of positive collaboration
          • Accountability allows us to own the problem as well as the solution
          • Agility inspires new ideas, innovation and challenges the status quo
          • Customer Centricity encourages an above and beyond approach to our customer

            Working Conditions

            • Office environment.
            • Occasional travel.

              Keywords: Transamerica, New York, Senior Manager Product Management, Executive, Harrison, New York

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