Director, Portfolio Management & Product Due Diligence -WFG (Hybrid)
Transamerica(2 months ago)
About this role
The Director of Portfolio Management and Product Due Diligence leads portfolio design, due diligence, pricing strategy, product profitability and implementation for World Financial Group and Transamerica Financial Advisors. The role defines product and provider roadmaps and oversees monitoring of life insurance, annuity, and securities solutions to maintain a competitive, manageable offering across the US and Canada.
Required Skills
- Portfolio Management
- Product Due Diligence
- Pricing Strategy
- Product Implementation
- Roadmap Planning
- Governance
- Financial Modeling
- Change Management
- Competitive Intelligence
- Stakeholder Management
Qualifications
- FINRA Series 6 or 7
- FINRA Series 63
- Life & Health Insurance License
- Bachelor's Degree in Business or Finance
- FINRA Series 24/26
About Transamerica
transamerica.comLet Transamerica help you live your best life and build financial security. Explore our customizable life insurance, retirement, and investment solutions.
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