Head of Operational Platforms & Automation – WFG

Transamerica

3d•$235,000 - $265,000•Hybrid

About The Position

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.

Requirements

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)

Nice To Haves

Background in financial services or other regulated industry
Experience in leveraging Artificial Intelligence to modernize processes and operations
Ability to translate business requirements into technology enabled solutions

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.

Benefits

Competitive Pay
Bonus for Eligible Employees
Pension Plan
401k Match
Employee Stock Purchase Plan
Tuition Reimbursement
Disability Insurance
Medical Insurance
Dental Insurance
Vision Insurance
Employee Discounts
Career Training & Development Opportunities
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