• Build andmaintainan annual event calendar aligned to business goals, sales cyclesand key market moments – including industry conferences, advisor forums, consultant roundtablesand internal sales enablement gatherings.

• Lead the prioritization process across competing event opportunities, applying a clear framework for evaluating ROI, audience quality competitivepresenceand strategic fit. 

• Serve as the primary liaison between sales and marketing partners to ensure the event strategy reflects business priorities. 

• Facilitate planning conversations with senior stakeholders toalign onevent objectives, target audiences, messaging themes, and success metrics before any activation begins. 

• Partner with brand and creative teams to ensure Transamerica’s presence and narrative at events is consistent,differentiatedand market relevant. 

• Define activation strategies for each event, including pre-event engagement plans, at-eventexperiencesand post-event follow-ups.

• Define KPIs for event investments andestablishconsistent measurement practices across events. Analyze and present performance to senior leadership on a regularcadence, with clear recommendations for reallocation or investment. 

• Maintain a strong understanding of the Retirement and Financial industry landscape – including key trade associations and advisor networks. 

• Bachelor’s degree or equivalent work experience

• Seven years of experience inB2B marketing, sales enablementor strategy roles, with demonstratedexperience developing event or field marketing strategies (not event operations)

• Deep familiarity with the retirement, lifeinsuranceand/or financial services industries

• Proven ability to build cross-functional alignment and senior level stakeholders

• Ability to manage multiple priorities and a complex calendar in a fast-movingenvironment

• Solid knowledge of marketing methods and principles

• Project management skills

• Excellent organizational,presentation and communication skills.Comfortablefacilitating conversations with sales leadership, executives and external partners

• Analytical ability with working knowledge of marketing financials

• Proficient computer skills with Microsoft Office Suite

• Staff management skills

• Familiarity with Salesforce andWorkFront

• Existing relationships within the retirement industry,advisor or life insurance ecosystem

Working Conditions:

• Hybrid office environment: 3 days in office (Cedar Rapids, IA/Denver, CO/Philadelphia, PA)

• Travel expectation: ~25% to attend events

Compensation:

• The Salary for this position generally ranges between $100,000 - $120,000 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’s discretion.

#LI-BD1

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.

Disclaimer:
Beware of fake job offers!

We’ve been alerted to scammers impersonating Transamerica recruiters, particularly for remote positions. Please note:

• We will never request personal information such as ID or payment for equipment upfront.

• Official offers are sent via DocuSign following a verbal offer—not through text or email.