Director, Portfolio Management & Product Due Diligence -WFG (Hybrid)

Director Of Portfolio Management And Product Due Diligence

The Director of Portfolio Management and Product Due Diligence is responsible for the portfolio design, due diligence, marketplace research, pricing strategy, product profitability, and product implementation for World Financial Group (WFG) and Transamerica Financial Advisors (TFA). Works closely with the VP Director of Strategic Partnerships to design the product and provider roadmaps and direct product due diligence activities to facilitate sales growth in the US and Canada. Oversees the ongoing monitoring of life insurance, annuity, and securities product solutions available on WFG and TFA platforms to provide a manageable set of competitive offerings to meet customer demands.

• Candidate is expected to work Hybrid in our Denver, Philly or Baltimore office

Responsibilities

Qualifications

Preferred Qualifications

Working Conditions

The salary for this position generally ranges between $160,000 - $185,000 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

Benefits Package

Health and Work / Life Balance Benefits

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.