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Transamerica · 5 months ago

Strategic Business Planning Manager - Retirement SPO

Cedar Rapids, Iowa

Full-time

Hybrid

Senior Level, Lead/Staff

$100K/yr - $110K/yr

8+ years exp

Transamerica is a financial services company committed to helping people plan for their best life. The Strategic Business Planning Manager - Retirement SPO will collaborate with senior leadership to identify and execute strategic business priorities, ensuring effective planning processes and strong relationships within the Retirement group.

Financial ServicesImpact InvestingInsurance

No H1B

Responsibilities

Define and establish strategic planning processes, plans, priorities, capabilities, measures of success, etc

Develop and/or maintain strategic roadmap and assign strategic dashboards/tracking mechanisms

Manage timing of inputs/outputs that drive strategic prioritization for Retirement

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 within Retirement supported groups and project teams

Serve as the escalation point and liaison to resolve conflicts on priorities, goals, strategies, resources, and key initiatives

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

Qualification

Strategic planningRetirement experienceAnalytical skillsProject management toolsPresentation skillsSupervisory experienceLEAN Six SigmaMS Office proficiencyCommunication skillsProblem-solving skills

Required

Bachelor's degree in a business-related field or equivalent experience

Eight years of strategic planning experience in Retirement or similar environment as a planning/consultant role

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

Analytical and problem-solving skills to plan strategy, tactics and perform root cause analysis on Retirement tickets

Presentation skills to create and deliver information to a wide audience

Familiarity with project management tools, lifecycles, Retirement, etc

Proficiency using MS Office tools

Preferred

Master's degree in a relevant field

Insurance/financial services experience

Supervisory/management experience

Understanding of LEAN Six Sigma methodology

Benefits

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

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

Company

Transamerica

Glassdoor3.2

Transamerica is a private holding company that provides services for various life insurance companies and investment firms. It is a sub-organization of Aegon.

Founded in 1904

Cedar Rapids, Iowa, USA

5001-10000 employees