Job FamilyMergers & AcquisitionsAbout Us At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests. Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment — one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there. Who We Are We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life. Today, we’re part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what’s important to them. We’re empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good — for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms. What We Do Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs. Transamerica employs nearly 7,000 people. It’s part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide.* For more information, visit transamerica.com. Job Description SummaryDrive the company’s inorganic growth strategy by originating and executing mergers and acquisitions, reinsurance, and strategic partnership transactions end to end. Partner across Finance, Actuarial, Asset Liability Management (ALM)/Investments, Risk, Legal, and business leaders to support valuation, diligence, negotiation, governance approvals, and integration and value capture.Job Description ResponsibilitiesSource and prioritize transactions aligned with growth strategy and capital allocation objectives.Build and manage the strategic pipeline using competitive analysis and market signals to define targets and investment theses.Lead, coach, and develop the Corporate Development team and standardize diligence, financial modeling, and governance processes.Lead cross‑functional diligence to assess strategic fit, risks, and value creation and drive recommendations.Develop transaction financial models and return analyses, including statutory and Generally Accepted Accounting Principles (GAAP) impacts, capital and Risk‑Based Capital (RBC), liquidity, and rating considerations.Prepare executive leadership and Board of Directors materials supporting strategic decisions, including rationale, economics, risks, mitigations, and milestones.Lead external workstreams with banks, legal counsel, and counterparties, including nondisclosure agreements, indications of interest, letters of intent, diligence plans, and closing activities.Structure and negotiate mergers and acquisitions, reinsurance, and distribution or joint venture transactions to optimize strategic fit, returns, and regulatory readiness.Lead post‑transaction integration and value capture activities, including Day 1/100 plans, governance, key performance indicator tracking, and issue resolution.QualificationsBachelor’s degree in finance, business, economics, or a related fieldTen years of experience in corporate development, investment banking, or financial analysisExperience managing direct reports or leading cross functional teamsStrong financial modeling and valuation skillsExperience leading complex, high-visibility projects with limited supervisionKnowledge of the financial services industry and the organization’s business linesProficient in Microsoft Word, Excel, and PowerPointPreferred QualificationsMaster of Business Administration (MBA)Background in finance, legal, or actuarial disciplinesExperience in mergers and acquisitions or strategic partnershipsCertified Public Accountant (CPA)Chartered Financial Analyst (CFA)Working ConditionsOffice Environment, HybridOccasional Travel
