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.
Help identify integrations and establish contacts across the organization to align efforts and plan implementation.
Support preparation of presentations for delivery to specific audiences.
Will 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.
• Help identify integrations and establish contacts across the organization to align efforts and plan implementation.
• Support preparation of presentations for delivery to specific audiences.
• Will 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

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
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.

Give 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.