Head of Operational Platforms & Automation – WFG

Job Family Operations - General About 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 Summary This role leads a modern operations product organization focused on building scalable platforms, workflow capabilities, and tools that enhance agent and internal servicing experiences. This role owns the strategy, roadmap, prioritization, adoption, and continuous evolution of operational capabilities using a product management approach. Key focus areas include workflow orchestration, AI-enabled servicing, automation, case management, and low-code solutions to improve efficiency and reduce friction. This role partners closely with digital and agent experience teams across the enterprise to align platform priorities, improve end-to-end journeys, and deliver seamless, scalable servicing capabilities. Job Description Responsibilities • Establish and lead the Operational Platforms & Automation function spanning product management, data stewardship, workflow optimization, operational tooling, platform enablement and technology ownership. • Define and execute a multi-year strategy and roadmap for platforms supporting agent servicing and operations. • Build and operationalize a product management framework including discovery, prioritization, backlog management, release planning, and value realization. • Serve as business product leader balancing user experience, efficiency, scalability, compliance, and modernization goals. • Partner across operations, technology, marketing, digital, compliance, legal, and business teams to simplify, modernize, and enhance operational experiences. • Lead implementation and continuous improvement of workflows, automation, and operational capabilities across platforms and servicing processes. • Drive innovation to improve agent and back-office experience, service quality, scalability, efficiency, and operational performance. • Establish KPIs/OKRs and leverage analytics to measure adoption, efficiency gains, cycle time reduction, straight-through processing, and business impact; ensure continuous value realization. • Build and lead multidisciplinary teams while fostering a culture of accountability, user-centricity, transparency, innovation, collaboration, and data-driven decision-making. • Lead operational transformation with strong governance, executive communication, risk management, and stakeholder alignment while influencing across matrixed organizations and championing a product operating model. Qualifications • Bachelor’s degree in business, finance, or related field, or equivalent experience • 15+ years of experience leading operations transformation, operational product management, workflow automation, and/or platform enablement functions • Proven experience building and scaling product-oriented operational teams and platform capabilities • Strong understanding of product operating models, agile delivery methodologies, and platform lifecycle management • Experience leading workflow modernization, servicing transformation, operational platform implementations, or enterprise operational improvement initiatives • Demonstrated success partnering with technology, engineering, and digital product organizations • Strong analytical, strategic planning, and executive communication skills • Experience within financial services, insurance, healthcare, fintech, or other highly regulated industries preferred • Deep understanding of financial services supply chain protocols and integration standards (DTCC, ACORD, SWIFT, REST, JSON) • Strategic thinker with the ability to simplify complexity into actionable, prioritized plans Preferred Qualifi