Strategic Business Planning Associate - Hybrid

TransamericaCedar Rapids, IA
Hybrid

About The Position

At Transamerica, a financial services company, the Strategic Business Planning Associate role supports leadership in identifying, prioritizing, and executing strategic business priorities, and measuring results. The company, part of Aegon, an international financial services group serving approximately 23.9 million customers worldwide and employing nearly 7,000 people, focuses on helping people plan for their best life through insurance, retirement, and investment solutions. Transamerica is organized into three distinct businesses: World Financial Group, Protection Solutions and Savings & Investments, and Financial Assets, supported by Transamerica Corporate. This role specifically involves utilizing strategic planning templates and communication materials to support priorities.

Requirements

  • 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

Nice To Haves

  • Strategic planning experience
  • Insurance/financial services experience
  • Knowledge of LEAN Six Sigma methodology
  • Documentation experience
  • 1 year of retirement specific experience
  • Experience with ServiceNow and Jira

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.

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
  • 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

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What This Job Offers

Job Type

Full-time

Career Level

Entry Level

Number of Employees

101-250 employees

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