Retirement Strategic Business Planning Manager in Work From Home, United States

Job Family

Corporate Development, Strategy and Sustainability

About Us

At Transamerica, hard work, innovative thinking , and personal accountability are qualities we honor and reward. We understand the potential unleashed by 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.

Transamerica is a part of A egon , an integrated, diversified, international financial services group . The A egon companies employ over 2 1,500 people and have approximately 31.7 million customers . * For more information, visit   www.transamerica.com .

Who We Are

Transamerica has been making financial services available to the many, not just the few, for more than 100 years. We’re a leading provider of life insurance, retirement, and investment solutions, serving millions of customers throughout the United States. Transamerica’s dedicated professionals focus on helping people live their best lives through saving, investing, and protecting their loved ones. Transamerica is dedicated to building America’s leading middle market life insurance and retirement company, providing a broad range of quality individual life insurance policies, workplace supplemental insurance benefits, workplace retirement plans, individual retirement accounts, and investment products , including mutual funds, annuities, stable value solutions, as well as investment management services.

What We Do

Transamerica is organized by lines of business (Life Insurance, Annuities, Mutual Funds, Retirement Plans, and Employee Benefits), which are supported by Transamerica Corporate (Corporate Development; Finance; Internal Audit; Legislative, Regulatory & Policy; Office of the CEO; People and Places; Brand; Corporate Affairs; Risk; and Technology).

Job Description Summary

Work in alignment with senior leadership to ensure strategic business priorities are identified, prioritized and executed.

Job Description

Responsibilities:

• Support strategic planning processes, plans, priorities, capabilities, measures of success, etc.

• Maintain strategic initiatives and assigned strategic dashboards/tracking mechanisms.

• Manage the timing of inputs/outputs that drive strategic project prioritization.

• Identify integrations across the organization that impact the group.

• Coordinate with strategic planning contacts across the organization (including the PMO as a key stakeholder) to develop and execute a holistic strategic planning process.

• Establish and maintain strong relationships with supported groups and project teams.

• Assist with escalations to resolve conflicts on priorities, goals, strategies, resources and key initiatives.

• Create and deliver strategic presentations, story boards, etc. tailored for specific audiences.

• Prepare, manage & distribute communications for various internal audiences (front-line employees to executives), ensuring a clear & consistent message that provides appropriate level of information by audience.

Qualifications:

• Bachelor’s degree in a business-related field or equivalent experience.

• Eight years of strategic planning experience in a similar environment or in a planning/consultant role.

• Ability to communicate with all levels of the organization to guide in strategic planning fundamentals and plan execution.

• Analytical and problem-solving skills to plan strategy, tactics and perform root cause analysis.

• Presentation skills to create and deliver information to a wide audience.

• Familiarity with project management tools, lifecycles, etc.

• Proficiency using MS Office tools.

Preferred Qualifications:

• Master’s degree in a relevant field.

• Insurance/financial services experience.

• Supervisory/management experience.

• Understanding of LEAN Six Sigma methodology.

Working Conditions:

• Non-commuting Remote employees will not be assigned to report to a Company office location (although they may need to travel to a Company office upon request) and will perform their work remotely.

• Moderate travel to attend strategic planning sessions.

  *Please note that the compensation information that follows is a good faith estimate for this position only and is provided pursuant to applicable pay transparency and compensation posting laws. It is estimated based on what a successful candidate might be paid in certain Company locations. *

  The Salary for this position generally ranges between $97,000 – $110,000 annually . This range is an estimate, based on potential qualifications and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law.

  Additionally, t his position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at Company d iscretion.

  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 Em ployees

  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 s ervice 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

• Peer Recognition Program (BRAVO)

  • As of December 31, 2022

  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 – sponsor ed, 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, th e foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work.

   

  https://www.transamerica.com/why-transamerica/aegon-transamerica-foundation  

   

  Transamerica’s Parent Company 

  Aegon (http://www.aegon.com/) acquired the Transamerica business in 1999. Since its start in 1844, Aegon has grown into an international company serving more than 29.5 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.  

  At Transamerica, hard work, innovative thinking , and personal accountability are qualities we honor and reward. We understand the potential unleashed by 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.

     

  Transamerica is a part of A egon , an integrated, diversified, international financial services group . The A egon companies employ over 2 1,500 people and have approximately 31.7 million customers . * For more information, visit   www.transamerica.com .

  • As of December 31, 2022

For more information about Transamerica’s privacy practices, click here. (https://transamerica.com/sites/default/files/files/e070d/job_app_0123.pdf)