Director of Competitive Retirement Intelligence
$160k/y-$210k/y
Transamerica2 days ago
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HybridFull-timeSenior
Summary
Transamerica is seeking a Director of Competitive Retirement Intelligence to join their team in Philadelphia, PA. The role involves analyzing the competitive environment and peer company trends to provide insightful intelligence for decision-making at various levels.
About the Role
As the Director of Competitive Retirement Intelligence, you will monitor retirement plan industry conditions, collect and maintain comprehensive industry data, create and deliver analysis for senior management, collaborate with the Competitive Analysis team, and build relationships across divisions to disseminate data and analysis effectively.
About You
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 with quantitative analysis and business intelligence skills.
- Advanced writing, communication, and presentation skills.
- Proficiency in MS Office with advanced skills in Excel and PowerPoint.
Preferred:
- CFA and/or MBA.
- Wall Street research analyst 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
- Ten paid holidays per year
- Parental Leave
- 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
Transamerica
Longer lifespans are changing the way we exist. Instead of the traditional stages of learn, work, and retire, we now have the potential for a more fulfilling, multi-stage life. With this opportunity comes the need to plan for it. We enable financial professionals, brokers, agents, advisors, and employers to energize clients and employees to seize the possibilities longevity brings. So, no matter where someone is on their journey, we can help them pursue the freedom to live the life they want. Transamerica. Live your best life. Securities distributed by Transamerica Capital, Inc. Social terms: https://www.transamerica.com/social-media-guidelines
Philadelphia, PA