Strategic Business Planning Mgr

At Transamerica, we honor and reward hard work, innovative thinking, and personal accountability. We embrace a diverse workforce and foster an environment where employees balance careers, families, communities, and personal interests. Our collaborative and positive culture focuses on helping people plan for the best life possible while providing tools and solutions to make it easier.

About Us

Transamerica believes everyone deserves to live their best life. Founded over a century ago as one of the first financial services companies in America to serve everyday people, we are now 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. Supported by a diverse agent network across North America, we work alongside our nonprofit research institute and foundation to create positive impact in our communities.

Transamerica is organized into three distinct businesses:

• World Financial Group, including Transamerica Financial Advisors
• Protection Solutions and Savings & Investments, comprising life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions
• Financial Assets, which includes legacy blocks of long-term care, universal life, and variable and fixed annuities

These are supported by Transamerica Corporate, covering Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs (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, and measures of success.
• Develop and/or maintain strategic roadmaps 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.

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 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 and lifecycles.
• 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 work arrangement.
• Moderate travel required (10 to 25%), primarily to attend strategic planning sessions.

Pay

The salary for this position generally ranges between $104,000 and $125,000, based on candidate qualifications, operational needs, and other considerations permitted by law. This position is also typically eligible for an Annual Bonus based on the Company Bonus Plan and individual performance, at the company’s discretion.

Benefits

For eligible employees, we offer a comprehensive benefits package designed to support personal and financial well-being:

• Compensation & Financial Benefits:
  • Competitive pay
  • Bonus eligibility for eligible employees
  • Pension plan
  • 401k match
  • Employee Stock Purchase Plan
  • Tuition reimbursement
• Insurance Benefits:
  • Disability insurance
  • Medical insurance
  • Dental insurance
  • Vision insurance
• Work/Life Balance & Wellness:
  • Paid Time Off starting at 160 hours annually for employees in their first year of service
  • Ten (10) paid holidays per year (typically mirroring NYSE holidays)
  • Be Well Company holistic wellness program, including Wellness Coaching and Reward Dollars
  • Parental Leave: fifteen (15) days of paid leave per calendar year for 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
• Professional Development & Culture:
  • Career training and development opportunities
  • Employee Resource Groups (ERGs) open to all employees
  • Inclusion and diversity programs
  • Employee recognition program
  • Referral bonus programs
  • Employee discounts