Provides strategic product leadership and support for the development, management, and growth of the core retirement retail advice business portfolio, which will include all solutions offered by the Transamerica Advice Center, with a heavy focus on IRA products and solutions. Develops strategy proposals, product recommendations, and roadmap options for consideration and approval by senior leadership, while helping drive approved strategies forward. Owns competitive insights, market research, and opportunity assessment to inform product direction, innovation, and business growth.

Responsibilities


 • Develop product strategy proposals and roadmap recommendations for the core retirement retail advice business portfolio, which will include all solutions offered by the Transamerica Advice Center, with a heavy focus on IRA, ensuring options are aligned with corporate growth objectives, customer needs, distribution priorities, and evolving market dynamics.

• Own market intelligence and competitive analysis efforts, identifying emerging industry trends, regulatory developments, demographic shifts, and disruptive innovations to inform product recommendations and strategic choices.

• Evaluate strategic growth opportunities, innovation initiatives, business investments, and partnership opportunities through business case development, financial analysis, and stakeholder input.

• Partner with leaders across Distribution, Marketing, Finance, Operations, Technology, Legal, Compliance, and Risk functions to shape product strategy recommendations, investment priorities, and go-to-market plans.

• Help drive approved product development initiatives from concept through market launch, supporting execution, operational readiness, regulatory compliance, and achievement of business objectives.

• Serve as a product subject matter expert, providing clear recommendations to senior leaders regarding product direction, market positioning, competitive insights, and growth opportunities.

• Build and maintain relationships with distributors, consultants, TPAs, vendors, industry organizations, and other external stakeholders to gather insights, enhance market understanding, and identify new opportunities.

• Coach, support, and collaborate with product professionals and cross-functional partners by fostering accountability, collaboration, and continuous improvement.

• Present strategy proposals, portfolio performance updates, innovation concepts, and investment recommendations to senior leadership forums to support informed decision-making and resource prioritization.


Qualifications


• Bachelor's degree in Business, Finance, Marketing, Economics, or a related field, or equivalent combination of education and experience

• 10+ years of progressive product management, product development, product strategy, or financial industry experience

• Minimum 3 years of leadership experience managing product workstreams, cross-functional initiatives, or product professionals

• Extensive knowledge of financial or insurance products, plan administration, industry regulations, distribution channels, and market trends

• Demonstrated success developing strategy recommendations and supporting complex product initiatives with measurable business, customer, or operational impact

• Strong financial acumen with experience evaluating product profitability, investment returns, business cases, and portfolio performance

• Strong strategic planning, analytical, problem-solving, and recommendation-development skills

• Strong communication, presentation, collaboration, and influencing capabilities with senior leaders and cross-functional partners

• Proven ability to support organizational change and build cross-functional alignment in complex environments

• Ability to establish credibility and influence business partners, senior leaders, and external stakeholders


Preferred Qualifications

 

•Knowledge of IRA solutions, retirement recordkeeping business, and wealth accumulation products

•Applicable retirement or financial services industry designations

• Master's degree in Business Administration (MBA), Finance, Marketing, or a related discipline

• Experience leading enterprise product strategy for a large financial services or insurance organization

• Experience overseeing multiple product lines and product management teams

• Background in innovation management, strategic planning, project/portfolio management and customer experience design


Working Conditions


• Office environment

• Moderate travel (10-25%)

• Travel for strategic planning sessions, industry conferences, distributor meetings, client engagements, due diligence activities, and executive leadership meetings


**Please note that the compensation information that follows is a good faith estimate for this position only and is provided pursuant to applicable pay transparency and compensation posting laws. It is estimated based on what a successful candidate might be paid in certain Company locations.**


The Salary for this position generally ranges between $130,000 - $150,000 annually. This range is an estimate, based on potential qualifications 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.