Transamerica

Director, Strategic Business Planning (Retirement Products)

Transamerica • $130K — $170K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in a business-related field or equivalent experience.
  • Ten years of strategic planning experience, managing complex multisystem or multiple department projects.
  • Strong interviewing and negotiation skills, with expertise in facilitating group meetings.
  • Proficient in MS Office and project management tools.
  • Ability to communicate effectively across all organizational levels.

Responsibilities

  • Champion organizational change and promote accountability and collaboration.
  • Resource team members effectively for strategic initiatives.
  • Facilitate project portfolio management with cross-functional teams.
  • Manage interdependencies, critical path requirements, and user acceptance testing for projects.
  • Lead and implement process improvements in project execution.
  • Define and implement communication strategies with stakeholders at all levels.
  • Oversee governance tools and manage process improvement initiatives.

Benefits

  • Competitive Pay
  • Bonus for Eligible Employees
  • Pension Plan
  • 401k Match
  • Employee Stock Purchase Plan
  • Tuition Reimbursement
  • Medical, Dental, and Vision Insurance
  • Paid Time Off starting at 160 hours annually
  • Ten paid holidays per year
  • Holistic wellness program including coaching and reward dollars
  • Parental Leave of fifteen days annually
  • Adoption Assistance
  • Employee Assistance Program
Full Job Description
Job Family
Corporate Development, Strategy and Sustainability

Job Description Summary
We are hiring for a Director, Strategic Business Planning leader to drive enterprise initiatives, organizational change, and process improvement across multiple business functions in our Retirement product line. This role partners closely with business, PMO, and IT teams to support execution of prioritized projects, manage complex dependencies, oversee governance frameworks, and ensure successful execution of high-impact programs. The ideal candidate brings extensive experience in strategic planning, cross-functional leadership, stakeholder communication, and large-scale project delivery, with a proven ability to influence outcomes, solve complex challenges, and foster a culture of accountability and continuous improvement.

Job Description

Responsibilities
  • Champion organizational change and promote a culture of accountability, collaboration and customer service excellence.
  • Resource team members to strategic business initiatives.
  • Facilitate the project portfolio management execution in partnership with cross functional teams, including resource alignment to project prioritization, business case development, and resource planning.
  • Manage interdependencies and critical path business requirements and User Acceptance Testing across initiatives, supporting risk management, issue escalation/resolution, scope change and implementation planning.
  • Manage the Business Analyst and Product Owner assignments on strategic initiatives; lead and implement process improvements within the project execution including lessons learned and actions and tracking actions for improved execution.
  • Continually seek program process improvements.
  • Define and direct formal communication methods and establish open and consistent communication with all levels within the organization. Facilitate inter-program communication as needed to bring leadership awareness and understanding of execution and quality risks.
  • Provide direction and define, catalog and implement business analyst and product owner 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.


Qualifications
  • Bachelor's degree in a business related field or equivalent experience.
  • Ten years of strategic planning experience, including five years managing complex multisystem 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
  • Master's degree in a relevant field.
  • Expert level skills relating to project management theory, tools and practice.
  • Change management and training experience.
  • Strong technical background and experience with SDLC


Working Conditions
  • Hybrid Environment
  • Occasional Travel


Compensation
  • The Salary for this position generally ranges between $130,000 - $170,000 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.
  • 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.


Applicants must possess legal authorization to work for our company in the U.S. without the need for immigration, sponsorship or otherwise serving as an employer of record for immigration employment purposes. At this time, this role is not eligible for immigration-related employment authorization sponsorship.

This is a hybrid position requiring three days in office per week in one of our hub locations. Relocation assistance will not be provided for this position.

Disclaimer:
Beware of fake job offers!

We've been alerted to scammers impersonating Transamerica recruiters, particularly for remote positions. Please note:
  • We will never request personal information such as ID or payment for equipment upfront.
  • Official offers are sent via DocuSign following a verbal offer-not through text or email.


This job description is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request.

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.

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


About Transamerica

The Transamerica Corporation is an American holding company for various life insurance companies and investment firms operating primarily in the United States, offering life and supplemental health insurance, investments, and retirement services. The company has major offices located in Baltimore, Maryland; Cedar Rapids, Iowa; Denver, Colorado; Norwood, Massachusetts; Exton, Pennsylvania; Harrison, New York; Johns Creek, Georgia; Plano, Texas; and St. Petersburg, Florida. Additional affiliated offices are located throughout the United States. In 1999, it became a subsidiary of Aegon, a European financial services company headquartered in The Hague, Netherlands. Transamerica funds the Transamerica Institute, a nonprofit foundation which comprises the Transamerica Center for Retirement Studies and the Transamerica Center for Health Studies.
Learn more about Transamerica
Industry
Founded
1904

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