Community Investment Program Manager

Job Family Government & Policy Affairs 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 The Community Investment Program Manager oversees the day-to-day operations and administration of the Transamerica Foundation, established in 1994 to support non-profit organizations focused on empowering people socially and financially in the communities where we live and work. Job Description Responsibilities • Manage internal and external grant requests, providing essential guidance and training to advisory committee chairs and coordinators. • Ensure compliance with program guidelines and IRS regulations, managing the grant process from initiation to completion. • Make decisions on grant requests, acting as a liaison between the Foundation and external organizations. • Actively engage with the Chair, board members, and officers to shape program direction and advocate for program objectives and assess the ability to carry out the mission in accordance with applicable laws. • Make recommendations to develop and implement program strategies. • Administer multi-million dollar grant budget and expense budget. Manage Foundation cash flow, monthly expenses, bank reconciliation, fund transfers, and required financial reporting. • Initiate and track payments for donations and matching requests. • Manage employee matching gift program and requests. Evaluate and determine whether to recommend or decline, offering information, guidance, and education to requestors on foundation rules and regulations. • Collaborate with Communications and Brand teams to promote the Foundation’s impact to internal and external audiences through various mediums including web content, media/marketing materials, reports, internal articles and presentations, leadership messages, event remarks, etc. • Build and manage relationships with individuals and organizations of influence, including funders, partner agencies, and volunteers. Qualifications • Bachelor’s degree in a business field or equivalent experience • Five years of non-profit management/foundation or relevant experience • Thorough knowledge of the requirements, rules, and regulations for private foundations under IRC 501c3 • Ability to communicate clearly, orally and in writing, to the Board of Directors, employees, internal and external vendors, donors, volunteers, and other stakeholders regarding all aspects of the organization’s mission • Financial management skills and outstanding attention to detail for budget preparation, analysis, reporting, and tracking of funds granted to charities • Independent worker and creative thinker to handle matters with confidence, authority, and integrity • Organizational skills, including planning, delegating, program development, and task facilitation Working Conditions • Hybrid Office Environment • Occasional Travel Compensation The Salary for this position generally ranges between $78,000 - $100,000 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.  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 is a hybrid position requiring three days in office per week in one of our hub locations (Philadelphia, Cedar Rapids).  Relocation assistance will not be provided for this position.   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. 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 – fifteen (15) days of paid parental leave per calendar year to eligible employees wi