Job Description Summary

Job Description

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, story boards, 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.

Compensation:

• The Salary for this position generally ranges between$104,000 - $125,000 annually.Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors includingqualifications, 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 Companys discretion.

#LI-BD1

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 in order to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request.

Disclaimer:
Beware of fake job offers!

Weve 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 offernot through text or email.

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 6 (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