Director of Individual Philanthropy overseeing individual giving and development systems at The Center. Focus on major gifts, planned giving programs, and donor cultivation.
About the role
- Analyze competitive trends in the retirement industry for Transamerica. Collaborating with teams to produce insights for strategic decision-making and product development.
Responsibilities
- Analyze the competitive environment and peer company trends to provide insightful intelligence for use in decision-making at the industry, company strategy and product levels.
- Monitor retirement plan industry conditions (including 401(k),403(b), 457, defined benefit plans) and identify hot topics and emerging trends, among both traditional peer companies and potential disruptors
- Collect and maintain comprehensive industry and peer company data.
- Create and deliver analysis used by senior management and other stakeholders.
- Collaborate with Competitive Analysis team to share information about peer company products, and product and operational strategies.
- Lead or assist in the preparation of internal publications highlighting competitive data, and peer company and industry trends.
- Work with key stakeholders to develop and deliver new competitive research in a user-friendly manner.
- Provide research and analysis for special strategic projects.
- Build relationships across divisions and functional areas to gather and disseminate data and analysis in a timely manner.
- Share peer company and industry intelligence with Competitive Analysis team performing deeper product-level analysis.
Requirements
- 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 to ascertain, evaluate, and report on industry and competitive data
- Quantitative analysis and business intelligence skills
- Advanced writing, communication, and presentation skills for delivery of information to senior management, key stakeholders and team members
- Able to work independently and produce high-quality analysis under tight deadlines
- Relationship building skills to engage business groups, financial teams and leadership
- Proficiency using MS Office with advanced skills in Excel and PowerPoint
- Preferred Qualifications CFA and/or MBA
- Wall Street research analyst (sell-side or buy-side) or investor relations experience related to the life insurance/retirement or broader financial industry
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
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Senior Director leading IT Business Applications at Five9. Responsible for deploying and evolving back - office applications while ensuring scalable business processes.
Director overseeing Medicare ACO programs and managing value - based contract performance at a healthcare company. Empowering nurse practitioners through innovative healthcare solutions.
Division Director enhancing education and guiding students at Tecnológico de Monterrey. Contributing to developing competitive students and supporting academic faculty.
Director of Knowledge Solutions responsible for knowledge management strategy at Troutman Pepper Locke. Collaborating with teams to ensure effective knowledge sharing and firm competitiveness.
Digital Director leading digital growth strategies for Marie Claire UK. Overseeing content, revenue, and audience engagement with a focus on performance - driven results.
Director, Liability Claims overseeing medical professional and general liability claims for hospitals. Responsible for investigation, evaluation, and resolution of claims and managing claims litigation.
Director of Corporate Services at SAAS providing strategic leadership and overseeing multiple work streams to support student services in Scotland. Engaging with key stakeholders to ensure effective delivery of compliance activities.
Director of Corporate Communication at ATREVIA Panama overseeing strategic communication initiatives. Leading a team and managing client relationships in a dynamic environment.
Director of Treasury overseeing treasury & cash management functions for GS Foods, leading AP and AR for nationwide locations. Collaborating with executives to streamline financial operations.