Transamerica · 2 days ago
Director, Competitive Analysis (Retirement)
Transamerica is a financial services company committed to helping people live their best lives. The Director of Competitive Analysis will analyze the competitive environment and peer company trends to provide insightful intelligence for decision-making at various levels, while collaborating with the Competitive Analysis team and key stakeholders.
Financial ServicesImpact InvestingInsurance
Responsibilities
Monitor retirement plan industry conditions (including 401(k),403 (b), 457, defined benefit plans) and identify hot topics and emerging trends, among both traditional peer companies and potential disruptors
Collect and maintain comprehensive industry and peer company data
Create and deliver analysis used by senior management and other stakeholders
Collaborate with Competitive Analysis team to share information about peer company products, and product and operational strategies
Lead or assist in the preparation of internal publications highlighting competitive data, and peer company and industry trends
Work with key stakeholders to develop and deliver new competitive research in a user-friendly manner
Provide research and analysis for special strategic projects
Build relationships across divisions and functional areas to gather and disseminate data and analysis in a timely manner
Share peer company and industry intelligence with Competitive Analysis team performing deeper product-level analysis
Qualification
Required
Bachelor's degree in business, finance, accounting, actuarial science, or equivalent experience
Eight years of experience in competitive analysis or relevant analyst/research role
Analytical and strategic thinker to ascertain, evaluate, and report on industry and competitive data
Quantitative analysis and business intelligence skills
Advanced writing, communication, and presentation skills for delivery of information to senior management, key stakeholders and team members
Able to work independently and produce high-quality analysis under tight deadlines
Relationship building skills to engage business groups, financial teams and leadership
Proficiency using MS Office with advanced skills in Excel and PowerPoint
Preferred
CFA and/or MBA
Wall Street research analyst (sell-side or buy-side) or investor relations experience related to the life insurance/retirement or broader financial industry
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.
Funding
Current Stage
Late StageTotal Funding
unknown1999-02-19Acquired
Recent News
2025-12-21
Company data provided by crunchbase