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Senior Director Intermediary Markets
Transamerica US
Chicago, IL, United States
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Job Family
Intermediary Markets
Job Description Summary
Company Overview:
This position will be with AEGON Asset Management, the organization which oversees asset management for many of Transamerica's insurance and operating companies as well as third party clients. The global AEGON Asset Management organization has operations in Europe, the United States and Asia. Primary offices in the United States are located in Cedar Rapids, IA, Chicago, IL and Baltimore, MD. AEGON Asset Management and Transamerica are both part of the AEGON NV group of companies. The legal entities that comprise AEGON Asset Management US are AEGON USA Realty Advisors, LLC and AEGON USA Investment Management, LLC. AEGON USA Realty Advisors, LLC manages commercial real estate, commercial mortgage loans and other real estate related investments. AEGONUSA Investment Management, LLC, is a registered investment adviser that manages fixed income assets, including public bonds, private placements, derivatives and alternative investments.
Position Overview:
As a member of the Intermediary Distribution team representing Aegon Asset Management (AAM), this role is responsible for proactively establishing and maintaining business relationships with global financial intermediaries (GFIs), broker dealers (BDs), registered investment
advisors (RIA), family offices (FO) to drive product sales.
Responsibilities:
Drive sales of AAM products, within the intermediary channel, through development and expansion of business relationships.
• Leverage a deep understanding of varying GFI, BD, RIA and FO business models to design sales strategies around each framework.
• Produce expected sales results and activity levels as defined by senior leadership.
• Collaborate with sales and client service professionals, portfolio managers, research analysts, product specialists and marketing associates.
• Collaborate with global colleagues on Products and GFI clients.
• Position and differentiate AAM products against competitor firms/products.
• Maintain a log of activities and opportunities in the Salesforce system.
Required Qualifications:
Bachelor’s degree in finance or related business field.
Ten years of related sales experience.
FINRA Series 3, 7 and 63 (upon hire into this role, employees must obtain required licenses within 120 days; at the company’s discretion, employees will not be allowed to continue in role if required licenses are not obtained within 180 days)
In-depth intermediary investment product knowledge.
In-depth intermediary investment product knowledge.
Proven results using a consultative sales process.
Broad range of client contacts.
Highly developed relationship management skills.
Advanced presentation and communication skills.
Attention to detail to document activities.
Preferred Qualifications:
Charter Financial Analyst
FINRA Series 24
Job and compensation levels depend upon an applicant’s qualifications including the extent of his/her relevant experience and other job related factors and will be determined by hiring supervisors/managers and HR.
Why Work for Us
Total Rewards at Transamerica: It’s more than a paycheck.
Our comprehensive Total Rewards package is designed to help support you in many ways — throughout all stages of your life and career. We provide a competitive, market-driven program that encompasses base compensation, bonus potential, retirement, health and wellness benefits, learning and development opportunities, plus great employee perks. All designed with you in mind… to help you live your best life, grow personally and professionally - and feel valued for the work you do.
Learn more about our Total Rewards Package.
Equal Opportunity Employer:
Transamerica Life Insurance Company is an Equal Employment Opportunity employer and does not discriminate against any applicant or employee because of age, religion, sex, gender identity, genetic information, race, color, national origin, pregnancy, sexual orientation, marital status, participation in the uniformed services (e.g. U.S. Armed Forces, National Guard), physical or mental disability, or any other status protected by federal, state, or local equal employment opportunities laws.
AEGON USA Realty Advisors, LLC, is an Equal Employment Opportunity/ Affirmative Action Employer and does not discriminate against any applicant or employee because of age, religion, sex, gender identity, genetic information, race, color, national origin, pregnancy, sexual orientation, marital status, participation in the uniformed services (e.g. U.S. Armed Forces, National Guard), physical or mental disability, or any other status protected by federal, state, or local equal employment opportunities laws.
Applicants with physical or mental disabilities may be entitled to a form of reasonable accommodation under the Americans with Disabilities Act and certain state and local laws. A reasonable accommodation is a change in the way things are normally done which will insure equal employment opportunity without imposing undue hardship on the Transamerica Companies.
Ontario Applicants:
Our Company is committed to providing accessibility to those with disabilities in a manner that is consistent with the principles of independence, dignity, integration and equality of opportunity, that is in compliance with the Accessibility for Ontarians with Disabilities Act 2005 ("AODA").