Senior - level role directing Distribution expense strategy at Transamerica. Shape and execute financial analysis to support Distribution leadership team while aligning with Corporate Finance FP&A.
About the role
- Manager in Financial Markets providing advisory services on complex financial structures for clients. Leading teams, mentoring staff, and ensuring project success in a dynamic environment.
Responsibilities
- Assist clients with understanding complex financial structures
- Verify disclosures align with underwriter's intent
- Lead and manage client accounts focusing on financial transactions
- Mentor and develop junior staff members
- Secure project success and maintain rigorous standards
- Implement strategic planning for client engagements
- Inspire and motivate team members to deliver quality
- Cultivate meaningful client relationships
Requirements
- Bachelor's Degree
- 5 years of experience
- One or more of the following credentials or certifications is required: CPA License, Level 3 of the CFA, JD, PhD, MBA or Master's degree in Finance, Tax, Quantitative Statistics, Financial Engineering, Economics, Real Estate Finance or Hospitality
- A State Licensed Appraiser, Member of Appraisal Institute (MAI), Member of American Society of Appraisers (ASA) or obtain certification of CRE, CRI and/or CCIM, CHA, or PMP
Benefits
- medical
- dental
- vision
- 401k
- holiday pay
- vacation
- personal and family sick leave
Job title
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Experience level
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Degree requirement
Tech skills
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