Transamerica

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 &amp; 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.
Job Description Summary
The Senior Director, Capital Management owns the enterprise capital management framework and serves as a trusted advisor to the CFO and senior leadership team on capital strategy, dividend policy, and long-range financial planning. This role operates with a high degree of independent judgement to integrate inputs across treasury, risk, and finance, enabling optimized capital structure and enhanced capital efficiency, and support enterprise decision-making.
This position will lead the review of enterprise capital management activities, including capital allocation, balance sheet management, and oversight of capital positions across holding and business units.
Job Description
Key Responsibilities
<ul>
<li>Lead management of consolidated balance sheets, including financial leverage, holding liquidity, free cash flow, and capital position.</li>
<li>Develop and oversee capital structure and capital allocation analysis, including multi-year capital forecasting and scenario modeling, and maintaining a toolbox to support solvency when needed.</li>
<li>Advise senior management on capital returns to shareholders, issuances and redemptions of financial leverage, remittances from business units, capital allocation decisions, and capital optimization strategies.</li>
<li>Provide oversight and direction for enterprise capital management reporting and analytics.</li>
<li>Monitor adherence to capital management policies across business units and evaluate capital-related risks and business initiatives.</li>
<li>Deliver monthly and quarterly capital management reporting to executive and board-level stakeholders in partnership with financial planning and analysis teams.</li>
<li>Partner with treasury, risk management, investor relations, corporate development, and finance leadership to support enterprise financial objectives.</li>
<li>Guide analytical support for business and multi-year planning, quarterly business reviews, and performance review processes.</li>
<li>Lead and develop capital management talent, including setting priorities and performance expectations.</li>
</ul>
Required Qualifications
<ul>
<li>Bachelor’s degree in finance, accounting, economics, actuarial science, business, or a related field</li>
<li>12+ years of experience in capital management, financial planning &amp; analysis, or balance sheet management within insurance or financial services</li>
<li>Advanced knowledge of capital frameworks, balance sheet management, and capital instruments</li>
<li>Strong understanding of regulatory capital requirements, including U.S. statutory accounting and NAIC RBC principles</li>
<li>Experience preparing and presenting financial and capital analysis for senior leadership and board audiences</li>
<li>Advanced proficiency in financial modeling, forecasting, and capital analytics tools</li>
<li>Strong proficiency in Microsoft Excel, PowerPoint, and financial reporting systems</li>
</ul>
Preferred Qualifications
<ul>
<li>Master’s degree in finance, accounting, economics, actuarial science, or financial management</li>
<li>Experience working across both corporate and business unit finance organizations</li>
<li>Exposure to enterprise capital allocation, dividend planning, and enterprise stress testing</li>
</ul>
Key Competencies
<ul>
<li>Strategic Financial Leadership – Ability to shape enterprise capital strategy and influence long-term financial outcomes</li>
<li>Analytical &amp; Quantitative Expertise – Strong capability in modeling, forecasting, and interpreting complex financial data</li>
<li>Executive Influence – Proven ability to advise and communicate effectively with senior leaders and board members</li>
<li>Cross-Functional Collaboration – Skilled at integrating perspectives across treasury, risk, finance, and business units</li>
</ul>
Summary Value Proposition
This role is central to optimizing enterprise capital strategy and enabling informed decision-making that drives sustainable financial strength and shareholder value.
Working Environment
This is either a hybrid position requiring three days in office per week in one of our main locations (Philadelphia, PA, New York, NY, Denver, CO, Cedar Rapids, IA or Baltimore, MD) or Work From Home/Remote based in the United States with occasional travel for business unit engagement and leadership meetings.
Compensation
The Salary for this position generally ranges between $290,000 - $320,000 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.
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.
This job description is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request.
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
<ul>
<li>Competitive Pay</li>
<li>Bonus for Eligible Employees</li>
</ul>
Benefits Package
<ul>
<li>Pension Plan</li>
<li>401k Match</li>
<li>Employee Stock Purchase Plan</li>
<li>Tuition Reimbursement</li>
<li>Disability Insurance</li>
<li>Medical Insurance</li>
<li>Dental Insurance</li>
<li>Vision Insurance</li>
<li>Employee Discounts</li>
<li>Career Training &amp; Development Opportunities</li>
</ul>
Health and Work/Life Balance Benefits
<ul>
<li>Paid Time Off starting at 160 hours annually for employees in their first year of service.</li>
<li>Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).</li>
<li>Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars</li>
<li>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.</li>
<li>Adoption Assistance</li>
<li>Employee Assistance Program</li>
<li>Back-Up Care Program</li>
<li>PTO for Volunteer Hours</li>
<li>Employee Matching Gifts Program</li>
<li>Employee Resource Groups</li>
<li>Inclusion and Diversity Programs</li>
<li>Employee Recognition Program</li>
<li>Referral Bonus Programs</li>
</ul>
Inclusion &amp; 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.
<ul>
<li>As of December 31, 2023</li>
</ul>

Senior Director, Capital Management

Senior Director, Capital Management

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