Director, Strategic Business Planning

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.

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.

Transamerica is organized into three distinct businesses: 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, covering Communications, Brand, and Government and Policy Affairs. Transamerica employs nearly 7,000 people and is part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide.

Responsibilities

• Champion organizational change and promote a culture of accountability, collaboration, and customer service excellence.
• Coordinate strategic business initiatives across functional groups and teams.
• Facilitate the project portfolio management process in partnership with the PMO and IT teams, including project prioritization, business case development, resource planning, and benefits realization analysis.
• Manage interdependencies and common critical path milestones across initiatives, facilitating risk management, issue escalation/resolution, scope change, and implementation planning.
• Manage dashboard of strategic initiatives and process improvements.
• Continually seek program process improvements.
• Define and direct formal communication methods and establish open and consistent communication with all levels within the organization. Provide portfolio reporting and facilitate inter-program communication.
• Provide direction and define, catalog, and implement program management methodologies, tools, and governance.
• Direct and oversee activities of process improvement initiatives within the program; hold teams accountable for meeting goals and objectives.
• Direct problem resolution, decision making, communications, and other associated activities during all phases of large and complex projects using a pro-active and constructive approach.
• Drive and manage project intake, prioritization, discovery, demand capacity modeling, budget, and benefits realization.

Qualifications

• Bachelor’s degree in a business-related field or equivalent experience.
• Ten years of strategic planning experience, including five years managing complex multi-system and/or multiple department projects.
• Experience utilizing interviewing/negotiation skills; coordinating and facilitating small and large group meetings; utilizing planning/organization skills and techniques; managing multiple priorities and project staff; and utilizing analysis and problem-solving skills.
• Ability to communicate with all levels of the organization to guide in strategic planning fundamentals and plan execution.
• Proficiency using MS Office and project development/management tools.

Preferred Qualifications

• Expert-level skills relating to project management theory, tools, and practice.
• Change management experience.

Working Conditions

• Hybrid office environment (Tuesday, Wednesday, Thursday).
• Locations: Denver, Cedar Rapids, Philadelphia, Baltimore.
• Travel to attend strategic planning sessions (10% travel).

Pay

The salary for this position generally ranges between $130,000.00 and $145,000.00 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.

Benefits

• Competitive pay and bonus for eligible employees.
• Pension plan and 401k match.
• Employee Stock Purchase Plan.
• Tuition reimbursement.
• Disability, medical, dental, and vision insurance.
• Employee discounts and 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, including 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 and Employee Assistance Program.
• Back-Up Care Program.
• PTO for Volunteer Hours and Employee Matching Gifts Program.
• Employee Resource Groups and Inclusion and Diversity Programs.
• Employee Recognition Program and 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.