Transamerica

Title: Lead Software Engineer Location: Denver, CO, United States Job Description: time type Full time job requisition id R20061594 Job Family IT - Development 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 &mdash; 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&rsquo;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&rsquo;s important to them. We&rsquo;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 &mdash; 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. Job Description Summary The Lead Software Engineer utilizes web and cloud technologies, APIs, and third party software development frameworks to build and support application solutions. Provides lead support for design and development to one or more application development teams, and leads a team of local or outsourced software engineers to build and support business application solutions. Job Description Responsibilities - Work collaboratively with other development staff, including contract and offshore Software Engineers, and business product owners in an agile environment. - Code, test, identify, implement, and document solutions to business challenges utilizing web and cloud technologies. - Perform design and analysis for deliverables. Lead large team design sessions for system level architecture solutions. - Serve as a subject matter expert for a wide range of areas, applications, and technologies; mentor other team members in design/coding standards. - Recommend solutions which take into consideration costs, business needs, and system impacts. - Lead analysis and general architectural design across platforms toward the development of end-to-end solutions. - Participate on committees or projects to help define organization-wide standards, processes, and guidelines. - Utilize third-party software development frameworks, open-source libraries, and APIs to rapidly develop basic application solutions. - Lead web development staff, including contract and off-shore developers; may have supervisory responsibility over employees. - Learn and keep pace with the latest advances in the field and rapidly grasp new technologies to support the environment and contribute to project deliverables. - Prepare presentations and lead development meetings. Qualifications - Bachelor&rsquo;s degree in computer science, information systems, math, engineering, or other technical field, or equivalent education/experience - Five years of Core Java or .NET experience - Expertise in coding platforms/frameworks (e.g. .NET/C#, JAVA, OOD, OOP, Functional Programming, Spring Framework, J2EE Development, OOP, Service Oriented Architecture, Dependency Injection, and Core Architecture) - Three years of experience and expertise in database design techniques and philosophies (e.g. RDBMS, Document, Star Schema, Kimball Model) - Understanding of NoSQL database technologies (e.g. MS Cosmos DB, Apache Cassandra, Amazon DynamoDB) - One year of development experience with cloud services (e.g. AWS/Azure) utilizing various support tools (e.g. EC2, ECS, S3, Kinesis, VMs, Blob, Cosmos, Data Factory, SQL Data warehouse, ARM Templates, Event Hubs) - Experience with build and deployment tools - (Visual Studio, Git/Bitbucket, Maven, Jenkins, Nexus, SQL Management Studio, Nunit, Ajax) - Experience in developing distributed computing (MS HPC, Sagemaker, Spark) - Three years of experience with integration and service frameworks (e.g. API Gateways, Apache Camel, Swagger API, Zookeeper, Kafka, messaging tools, microservices) - Experience with Microservices and REST based API development (e.g. Spring Boot, Spring MVC, Entity Framework, IIS, Swagger, Odata, .NET API 2, .NET API Core, AutoMapper) - Experience leveraging continuous integration/development tools (e.g. Jenkins, Docker, Containers, OpenShift, Kubernetes, and container automation) in a Ci/CD pipeline - Familiarity with modern frontend development frameworks (Angular, React, Vue.js, ASP.NET MVC, HTTP, HTML, JS, CSS, Ajax) - Advanced understanding of software development and research tools - Attention to detail and results oriented, with a strong customer focus - Ability to work as part of a team and independently - Analytical and problem-solving skills - Technical communication skills - Problem-solving and technical communication skills - Ability to prioritize workload to meet tight deadlines Preferred Qualifications - Understanding of advanced analytics and machine learning concepts and technology implementations - Understanding of big data and real time streaming analytics processing architecture - Understanding of data warehousing architecture and implementation, including source to target mappings and ETL. - Technology or platform certifications (e.g. AWS, Microsoft) - Knowledge of the financial services industry Working Conditions - Hybrid Office Environment - Work outside of normal business hours may be required - Occasional Travel <10% Compensation The Salary for this position generally ranges between $110,000 - $140,000 annually. Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including qualifications, experience, geography, work location designation (in-office, hybrid, remote) and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law. Additionally, this position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at the Company&rsquo;s discretion. Applicants must possess legal authorization to work for our company in the U.S. without the need for immigration, sponsorship or otherwise serving as an employer of record for immigration employment purposes. At this time, this role is not eligible for immigration-related employment authorization sponsorship. This job description is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request. What We Offer For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees. Compensation 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 &ndash; 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 Inclusion & Diversity    We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We&rsquo;re thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women. To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs. This includes our company-sponsored, employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to all employees. They provide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all.    Giving Back    We believe our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work.      Transamerica&rsquo;s Parent Company  Aegon acquired the Transamerica business in 1999. Since its start in 1844, Aegon has grown into an international company serving more than 23.9 million people across the globe.* It offers investment, protection, and retirement solutions, always with a clear purpose: Helping people live their best lives. As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity.

• Provide the highest level of personalized service to financial advisors by maintaining consistent and satisfactory relationships that help increase sales, retention, and market share. • Work with assigned advisors to process and monitor new business submissions, answer post-sale questions, and manage issues through to resolution. • Complete suitability review for annuity applications using system tool and set criteria for making decisions. • Organize and prioritize workload to ensure case is processed, issued, and placed in a timely manner while managing agent expectations. • Answer inbound calls and emails from advisors and field offices; provide superior service that demonstrate ownership, follow-through, and a positive tone. • Communicate and correspond via phone and email with agents to obtain supplemental information, to explain requirements and to keep updated on pending business. • Proactively provide updated information regarding status of contract, outstanding requirements, and transaction explanations. • Use critical thinking skills to address unusual situations; escalate concerns and/or complex cases as necessary. • Process transactions; meet speed of service and quality goals for each task function. • Interact with teams across functional areas to facilitate timely responses to actions pending. • Follow up with agents on policy delivery requirements to ensure policy is placed within specified timeframes. • Provide information on a variety of complex agent service issues requiring knowledge of insurance products and transactions with a focus on agent satisfaction, quality, and efficiency. • Consult with other departments as necessary.

• Provide general product information to customers making inquiries via phone and email. • Meet production goals as outlined in the training program, including monthly activity, client appointments, and new accounts. • Explain and ensure customers understand product options for routine inquiries; educate and make recommendations when appropriate for Brokerage Individual Retirement Accounts (IRA). • Learn all systems and products, including applicable regulations and compliance guidelines. • Complete training and development programs to prepare for licensing. • Learn financial planning concepts, tools, and compliance requirements. • Document activities in Salesforce and other customer relationship management (CRM) systems as required. • Engage in skill-building activities and mentorship aimed at progressing into fully licensed advisor roles. • Provide operational and administrative support to the Advice Center sales team.

• Oversee the onboarding of new plan sponsor retirement plans and the conversion of existing plans from other providers. • Provide customized service and communications throughout the installation process to ensure deliverables are met. • Manage relationships with plan sponsors, financial advisors, third party administrators, and associated stakeholders. • Transition Manage the installation of defined contribution retirement plans, during start up or conversion, for single employer and multiple employer plans. • Analyze deliverable dates and timetables to create detailed project plans encompassing all aspects of the installation. • Evaluate timelines for liquidation of investments and receipt of plan data from prior providers in consideration of SOX blackout and plan effective dates. • Determine education options and delivery methods best suited for plan sponsors and participants, and coordinate with trainers to initiate. • Manage transition of funds out of blackout to the service team within set timetable. • Initiate extension notices if needed. • Delegate and monitor record keeping setup, asset transfer, allocation, and first deposits, including the education, integration, and mapping of payroll files/methods. • Ensure plan set up consultants prepare documents related to plans and contracts, including employee disclosure material required to establish a new retirement plan. • Create and ensure regulatory notices are accurate and distributed to participants on time. • Conduct consultative discussions for plan reviews and assist plan sponsors with compliance questions related to plan design. • Serve as primary plan sponsor contact during the installation process to ensure all aspects of the transition process meet client expectations. • Analyze data, conversion, payroll, and census files received from the client to assess the accuracy and consistency of information. • Notify the plan sponsor and internal/external contacts of issues that may impact the success of the transition. • Plan and execute internal and external communications with plan sponsors, financial advisors and third-party administrators based on client preferences and culture. • Manage relationships with internal partners, sales executives, plan sponsors contacts, financial advisors and third parties throughout the installation process to ensure deliverables are met. • Confirm the accuracy and delivery of enrollment materials to participants once plans are in place.

• Manage an assigned book of business through proactive meetings and touch points with advisors and clients, including annual plan reviews. • Provide strategic and tactical consulting to support client goals for qualified retirement plans. • Cross-sell additional products and services using a consultative approach to deepen relationships and improve profitability. • Serve as the primary escalation point for service-related issues by identifying root causes and coordinating resolution through appropriate resources. • Consult with clients and advisors on qualified plan design and interpret plan provisions to support desired outcomes. • Consult on plan enhancements and upgrades, including conversion of legacy investment contracts to newer products. • Communicate product, service, and investment enhancements, including new offerings and changes to existing solutions. • Educate clients on company processes, procedures, systems, and technology used by participants and plan sponsors. • Manage special projects as assigned.

Provide legal guidance on AI, privacy, and cybersecurity matters, manage legal issues for in-house teams, and negotiate contracts while ensuring compliance with regulations and governance standards throughout the AI lifecycle.

• Responsible for ensuring the effective risk selection of cases reviewed • This position requires frequent interaction with Underwriting, New Business and distribution groups • Approval authority up to ($5,000,000-$7,500,000) through all tables and all ages • Can evaluate up to $10,000,000 • Proven competency at all job tasks and expectations of Underwriter, Intermediate Underwriter, Senior Underwriter, Underwriting Consultant and Senior Underwriting Consultant • Mentor and provide consultative services to subordinates • Has a broader perception of how the dynamics in the business, the market and the environment impacts the team • Is viewed as a change agent by other Underwriters in the department • Competent presenter in front of agent groups and Underwriting groups alike • Demonstrated competency in speaking up and challenging others in a professional manner • Continually looks for ways to improve upon processes • Thinks Lean and uses Lean techniques

• Monitor agent performance and compliance with company policies and industry regulations • Analyze and report on agent interactions to identify trends and areas for improvement • Conduct training sessions and provide feedback to agents to enhance their skills and effectiveness • Collaborate with management to implement strategies that improve agent performance and customer service • Maintain accurate records and documentation of monitoring activities and findings • Analyze market trends and competitive landscape to discern product opportunities and translate market conditions into valid value positions • Research potential market opportunities; build the business case for product innovations by gathering distribution and consumer feedback, reviewing industry sales trends, and understanding demographic shifts/consumer preferences • Make recommendations to the product leader and team on product features, competitiveness, profitability, sales goals and launch date • Conduct feasibility studies, research and development, and participate in labs to evaluate ideas • Collaborate with sales and margin analytics team and other business groups to conduct hypothesis testing and opportunity sizing; develop capabilities based assessments (CBA) and execution approach • Partner with distributors, Marketing, Finance, IT and other key stakeholders to recommend product features, competitiveness, profitability, sales goals and launch dates • Negotiate needs and bring consensus/closure to issues, and facilitate decisions on new business portfolio issues • Develop product specification documents, product guides and other product documentation • Serve as a subject matter expert to functional areas on product information required during the product development process

• Researches and applies new and existing state laws and regulations • Drafts policy forms, riders and endorsements • Develops form variations required by specific states • Files products with the states for approval (SERFF or paper filings) • Prepares filing letters, certifications, filing forms, fees and filing packages for multiple product types and life companies • Negotiates verbally and in writing with regulators to expedite product approvals or resolve disapprovals • Reviews advertising/marketing material filings for accuracy and compliance • Approves written internal product approval announcement memos • Makes timely and logical decisions and recommendations in complex and unusual situations in the absence of specific direction • Performs independently and maintains high levels of production and quality; ensures all deadlines are met • Interprets and modifies older policies that employ obsolete language • Negotiates customized policy language with marketing, actuarial, legal and the policy form compliance officer • Works well in a team, with actuaries, product attorneys, account executives, marketing specialists • Trains and mentors, the development of new employees

• Prospect for new clients within and assigned territory to achieve sales goals. • Develop a network of advisors, consultants, and other third party intermediaries focused on the retirement industry. • Develop plan sponsor relationships through direct meetings with key contacts. • Participate in proactive marketing campaigns. • Manage a territory of target prospects.