Transamerica · 1 day ago
Director, Portfolio Management & Product Due Diligence -WFG (Hybrid)
Philadelphia, PA
Full-time
Hybrid
Senior Level, Lead/Staff
$160K/yr - $185K/yr
10+ years expTransamerica is a financial services company that has been serving customers for over a century. The Director of Portfolio Management and Product Due Diligence is responsible for overseeing product offerings, ensuring competitive and profitable solutions, and managing product due diligence processes to facilitate sales growth.
Financial ServicesImpact InvestingInsurance
Responsibilities
Oversee approved product offerings to ensure competitive, profitable offerings to insurance agents, registered representatives and investment advisor representatives
Maintain ownership of the product portfolio and associated impacts to sales, earnings, and profitability metrics. Interact with distribution leadership to gather feedback on product related needs
Lead and enhance product due diligence processes ensuring alignment with short-term and long-term strategies, growth and expense targets, customer and regulatory requirements. Define business outcomes and KPIs for the product in collaboration with key stakeholders. Develop and maintain policies, procedures, governance charters, and committee guidelines to ensure a consistent and repeatable process
Develop due diligence talent and implement a control framework to ensure the efficacy of the due diligence policies and procedures
Present recommendations to Product Review Committee and communicate and obtain approvals, where needed, from control functions (finance, legal, risk, compliance) and maintain meeting minutes and governance documents. Coordinate internal audit and other oversight organizations
Supervise team members responsible for analysis, tools/systems and product information
Ensure products are placed and administered on the platforms as designed for maximum impact, optimal sales support and overall results. Oversee the implementation of new products addressing operations and supervisory administration, revenue and commission expense modeling and reporting, operational readiness and change management related to new offerings, and field training
Work with Marketing, Operations, and Technology departments to ensure product information is up to date – including product guides, pricing, commission tables, etc. so that accurate information is easily obtainable
Provide competitive intelligence, provide business leadership on pertinent regulatory issues related to the product offering or distribution channels, identify market opportunities and associated new product strategies. Build and present business case rationale for product decisions based on market trends, agent/customer needs, regulatory and channel requirements, due diligence, etc
Qualification
Required
Extensive background in portfolio management, product development, and/or product due diligence (typically 10 or more years)
FINRA Series 6 or 7
FINRA Series 63
Life & Health insurance license
Strategic and critical thinker with strong business acumen
Product orientation with a strong sense of ownership to drive new business and to maintain existing business
Demonstrated success in portfolio management and modern product delivery processes including ideation, complex pipeline prioritization, value management, capacity planning, voice of the customer, etc
Able to distill complex scenarios and large volumes of information into digestible formats with data driven, meaningful solutions, and prioritized plans for sensible execution
Ability to create and manage product roadmaps
Excellent communication skills with ability to present complex/abstract concepts in simple, cogent terms
Ability to influence others and develop partnerships at all levels across the organization
Preferred
Bachelor's degree in business or finance
FINRA Series 24/26
Sales and training experience
Benefits
Competitive Pay
Bonus for Eligible Employees
Pension Plan
401k Match
Employee Stock Purchase Plan
Tuition Reimbursement
Disability Insurance
Medical Insurance
Dental Insurance
Vision Insurance
Employee Discounts
Career Training & Development Opportunities
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
Company
Transamerica
Transamerica is a private holding company that provides services for various life insurance companies and investment firms. It is a sub-organization of Aegon.
5001-10000 employees
H1B Sponsorship
Transamerica has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (39)
2024 (33)
2023 (25)
2022 (52)
2021 (42)
2020 (46)
Funding
Current Stage
Late StageTotal Funding
unknown1999-02-19Acquired
Leadership Team
Will Fuller
Chief Executive Officer
Andrew Yorks
Chief Investment Officer
Recent News
2025-12-21
Company data provided by crunchbase