Transamerica
Assistant General Counsel - M&A and Securities
Mar 11, 2025
Full-time
Full Job Description

Job Family

Legal Counsel

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 position sits within the Corporate Legal Services team, which oversees the legal entity structure and maintenance and corporate governance for Transamerica and its connections across Aegon. The team also provides legal support for external and internal (captive) reinsurance, Transamerica’s derivatives trading and investment management agreements, its Treasury function, corporate real estate, and mergers & acquisitions.

Job Description

Responsibilities:

M&A

  • Manage all legal aspects of mergers, acquisitions, joint ventures, minority investments, and other strategic transactions including overseeing due diligence and drafting and negotiation of transaction documents, including letters of intent, purchase agreements, and all ancillary transaction documents.

  • Lead transactional related to regulatory matters, including assisting with the facilitation of regulatory approval processes for transactions.

Securities Compliance

  • Collaborate with and provide advice to colleagues in Legal, Finance, Communications, and Investor Relations in reviewing 10-K, 8-K, 20-F, 6-K, and other disclosures and regulatory filings in compliance with SEC and NYSE standards.

  • Demonstrate in-depth knowledge of SEC rules and regulations (’33 and ’34 Act compliance), as well as requirements related to NYSE listings.

  • Experience with listed insurance companies and Foreign Private Issuers is a plus, as is knowledge of European regulations with respect to disclosure obligations and an understanding of International Financial Reporting Standards (IFRS).

Corporate Governance

  • May provide legal advice and support on corporate governance matters, including insurance holding company act compliance, legal entity maintenance, formation, and elimination.

  • May assist in certain financing transactions (e.g., credit facilities, securities offerings, etc.) on an as-needed basis.

Other Skills and Expertise

  • Manage legal matters provided to a number of in-house constituents, including senior management, within practice area(s).

  • Work on complex problems where analysis requires identification and evaluation of multiple factors and that impact significant areas of the company.

  • Advise business on issues impacting significant functional areas of the company.

  • Negotiate difficult disputes that may have a serious impact to the company.

  • Identify areas where new documents/templates are necessary.

  • Manage legal matters handled by outside counsel. Select outside counsel for matters from pre-selected counsel.

  • Provide significant input in evaluation of panel counsel within area/areas of expertise, to the extent panel counsel program is used in practice area

  • Identify gaps in corporate policies related to legal issues and works on addressing those gaps.

  • May have limited budgetary responsibility for specific cost center(s).

  • May manage and train more junior attorneys within practice area(s).

  • Largely work with independent judgment, consulting with more senior attorney as needed.

  • Identify needs for, participate in, and lead departmental and cross-functional working groups in identified areas of expertise or development; engage with senior leadership of the company on legal matters with minimal supervision.

  • Examples of responsibilities within specific practice areas: Negotiate high value vendor agreements; draft insurance policy forms; participate in professional organizations on behalf of the company; manage complex litigation and regulatory actions and communicates directly with regulators on behalf of the company.

Qualifications:

  • JD from an ABA accredited law school

  • A minimum of eight years of relevant legal experience

  • Licensed or eligible to practice in the applicable state

  • Ability to effectively communicate, both written and oral, with the intended audience

  • Ability to exercise sound judgment in a fast paced environment

  • Ability to exercise agility and adaptability in providing legal advice

  • Comfortable in a rapidly changing corporate environment

  • Proficient using MS Office

Preferred Qualifications:

  • Reinsurance related experience

  • Experience working with Foreign Private Issuers is a plus

  • Understanding of International Financial Reporting Standards (IFRS)

Working Conditions:

  • Office environment: hybrid or remote office location. Baltimore, MD, Cedar Rapids, IA or Philadelphia, PA location preferred.

Compensation:

The Salary for this position generally ranges between $170,000 - $215,000 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.

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 in order 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 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

  • College Coach 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’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’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.

* As of December 31, 2023

PDN-9e674991-12ac-4fc8-84c2-627b31152b88
Job Information
Job Category:
Accounting
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Assistant General Counsel - M&A and Securities
Transamerica
Mar 11, 2025
Full-time
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