Strategic Business Planning Manager (Hybrid)

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

• Define and establish strategic planning processes, plans, priorities, capabilities, measures of success, etc.
• Develop and/or maintain strategic roadmap 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.
• Serve as the escalation point to resolve conflicts on priorities, goals, strategies, resources, and key initiatives.
• Create and deliver strategic presentations, storyboards, etc. tailored for specific audiences.
• Develop productivity solutions using approved AI tools.

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.
• Familiarity with AI tools including CoPilot.
• 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

• Hybrid office environment
• Occasional travel: less than 10%
• Travel to attend strategic planning sessions

Pay

The salary for this position generally ranges between $104,000 - $125,000 annually. 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.

Additionally, this position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at the Company’s discretion.

Benefits

• Competitive pay and bonus for eligible employees
• Pension Plan
• 401k Match
• Employee Stock Purchase Plan
• Tuition Reimbursement
• Disability Insurance
• Medical, Dental, and 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, 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
• 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