Strategic Business Planning Associate - Retirement (Hybrid)

About the role

Maintain and update strategic planning templates and communications under guidance from senior team members.
Assist with the updating of strategic initiatives and assigned strategic dashboards/tracking mechanisms.
Support strategic planning processes, priorities, capabilities, measures of success, etc. Includes cadence and timing of various inputs/outputs.
Identify integrations and establish contacts across the organization to align efforts and plan implementation.
Prepare escalations to share with leadership as necessary.

Responsibilities

• Maintain and update strategic planning templates and communications under guidance from senior team members.
• Assist with the updating of strategic initiatives and assigned strategic dashboards/tracking mechanisms.
• Support strategic planning processes, priorities, capabilities, measures of success, etc. Includes cadence and timing of various inputs/outputs.
• Identify integrations and establish contacts across the organization to align efforts and plan implementation.
• Prepare escalations to share with leadership as necessary.

Qualifications

• Bachelor’s degree in a business field or equivalent experience
• Up to two years of experience in strategic planning
• Analytical and problem solving skills
• Excellent communication skills
• Familiarity with project management tools, lifecycles, etc.
• Proficiency using MS Office tools

Preferred Qualifications

• Strategic planning experience
• Insurance/financial services experience
• Background in ticket management/problem resolution or operations experience
• Knowledge of LEAN Six Sigma methodology
• Documentation experience
• One year of retirement specific experience
• Experience with ServiceNow and Jira

Working Conditions

Hybrid office environment: 3 days in office (Cedar Rapids, IA/Denver, CO)
Occasional travel to attend strategic planning sessions

Pay

The Salary for this position generally ranges between $53,000 - $56,000 annually.

Schedule

Not specified

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
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
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

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.

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.

United in our purpose

We help people create the financial freedom to live life on their terms.