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Director, IRA Product Leader
Transamerica. Develop product strategy proposals and roadmap recommendations for the core retirement retail advice business portfolio, with a heavy focus on IRA products and solutions .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates extensive expertise in product strategy and development within the financial services sector, with a strong focus on IRA products and market analysis. Proven ability to lead cross-functional teams and drive product initiatives from concept to market launch while influencing senior leadership and external stakeholders.
Highest-signal resume keywords
Product ManagementFinancial AcumenStrategic PlanningLeadership ExperienceMarket Intelligence
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Product StrategyFinancial AnalysisCompetitive AnalysisBusiness Case DevelopmentPortfolio Performance EvaluationRegulatory KnowledgeMarket Trends AnalysisProduct DevelopmentInvestment Returns EvaluationPlan Administration
Soft Skills
CommunicationCollaborationInfluencingCoachingProblem-Solving
Industry Keywords
Retirement ProductsIRA SolutionsDistribution ChannelsInsurance ProductsCross-Functional InitiativesStakeholder EngagementOrganizational ChangeDemographic ShiftsDisruptive InnovationsMarket Launch
About the role
Key responsibilities & impact- Develop product strategy proposals and roadmap recommendations for the core retirement retail advice business portfolio, with a heavy focus on IRA products and solutions
- Own market intelligence and competitive analysis, identifying industry trends, regulatory developments, demographic shifts, and disruptive innovations
- Evaluate growth opportunities, innovation initiatives, business investments, and partnerships through business cases, financial analysis, and stakeholder input
- Partner with Distribution, Marketing, Finance, Operations, Technology, Legal, Compliance, and Risk functions on product strategy, investment priorities, and go-to-market plans
- Help drive approved product development initiatives from concept through market launch
- Serve as a product subject matter expert and advise senior leaders on product direction, market positioning, competitive insights, and growth opportunities
- Build relationships with distributors, consultants, TPAs, vendors, industry organizations, and other external stakeholders
- Coach, support, and collaborate with product professionals and cross-functional partners
- Present strategy proposals, portfolio performance updates, innovation concepts, and investment recommendations to senior leadership
Requirements
What you’ll need- 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
Benefits
Comp & perks- Annual bonus based on the Company Bonus Plan/Individual Performance
- 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 paid holidays per year
- Be Well Company holistic wellness program, including Wellness Coaching and Reward Dollars
- Fifteen days of paid parental leave per calendar year for eligible employees with at least one year of service
- 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