Head of Operational Platforms & Automation - WFG

Job Family Operations - General About Us At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests. Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment — one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there. Who We Are We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life. Today, we’re part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what’s important to them. We’re empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good — for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms. What We Do Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs. Transamerica employs nearly 7,000 people. It’s part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide.* For more information, visit transamerica.com. Job Description Summary This role leads a modern operations product organization focused on building scalable platforms, workflow capabilities, and tools that enhance agent and internal servicing experiences. This role owns the strategy, roadmap, prioritization, adoption, and continuous evolution of operational capabilities using a product management approach. Key focus areas include workflow orchestration, AI-enabled servicing, automation, case management, and low-code solutions to improve efficiency and reduce friction. This role partners closely with digital and agent experience teams across the enterprise to align platform priorities, improve end-to-end journeys, and deliver seamless, scalable servicing capabilities. Job Description Responsibilities • Establish and lead the Operational Platforms & Automation function spanning product management, data stewardship, workflow optimization, operational tooling, platform enablement and technology ownership. • Define and execute a multi-year strategy and roadmap for platforms supporting agent servicing and operations. • Build and operationalize a product management framework including discovery, prioritization, backlog management, release planning, and value realization. • Serve as business product leader balancing user experience, efficiency, scalability, compliance, and modernization goals. • Partner across operations, technology, marketing, digital, compliance, legal, and business teams to simplify, modernize, and enhance operational experiences. • Lead implementation and continuous improvement of workflows, automation, and operational capabilities across platforms and servicing processes. • Drive innovation to improve agent and back-office experience, service quality, scalability, efficiency, and operational performance. • Establish KPIs/OKRs and leverage analytics to measure adoption, efficiency gains, cycle time reduction, straight-through processing, and business impact; ensure continuous value realization. • Build and lead multidisciplinary teams while fostering a culture of accountability, user-centricity, transparency, innovation, collaboration, and data-driven decision-making. • Lead operational transformation with strong governance, executive communication, risk management, and stakeholder alignment while influencing across matrixed organizations and championing a product operating model. Qualifications • Bachelor’s degree in business, finance, or related field, or equivalent experience • 15+ years of experience leading operations transformation, operational product management, workflow automation, and/or platform enablement functions • Proven experience building and scaling product-oriented operational teams and platform capabilities • Strong understanding of product operating models, agile delivery methodologies, and platform lifecycle management • Experience leading workflow modernization, servicing transformation, operational platform implementations, or enterprise operational improvement initiatives • Demonstrated success partnering with technology, engineering, and digital product organizations • Strong analytical, strategic planning, and executive communication skills • Experience within financial services, insurance, healthcare, fintech, or other highly regulated industries preferred • Deep understanding of financial services supply chain protocols and integration standards (DTCC, ACORD, SWIFT, REST, JSON) • Strategic thinker with the ability to simplify complexity into actionable, prioritized plans Preferred Qualifications • Background in financial services or other regulated industry • Experience in leveraging Artificial Intelligence to modernize processes and operations • Ability to translate business requirements into technology enabled solutions Working Conditions • Office environment • Moderate travel (10-25%) • Travel as needed for internal meetings The Salary for this position generally ranges between $235,000 - $265,000 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 Competitive Pay Bonus for Eligible Employees Benefits Package Pension Plan 401k Match Employee Stock Purchase Plan Tuition Reimbursement Disability Insurance Medical Insurance Dental Insurance Vision Insurance Employee Discounts Career Training & Development Opportunities Health and Work/Life Balance Benefits 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 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.* It offers investment, protection, and retirement solutions, always with a clear purpose: Helping people live their best lives. As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity. * As of December 31, 2023 At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential unleashed by leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests. Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment — one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there. Transamerica is a part of Aegon, an integrated, diversified, international financial services group. The Aegon companies employ over 21,500 people and have approximately 31.7 million customers.* For more information, visit * As of December 31, 2022 For more information about Transamerica’s privacy practices, click here.