Strategic Business Planning Specialist (Annuities) - Hybrid

Transamerica•Cedar Rapids, IA

1d•Hybrid

About The Position

At Transamerica, hard work, innovative thinking, and personal accountability are qualities honored and rewarded. The company values a diverse workforce and an environment where employees balance careers, families, communities, and personal interests, focusing on helping people plan for their best lives. Transamerica, part of Aegon, has over a century of history in financial services, offering insurance, retirement, and investment solutions to millions of customers worldwide. It is structured into three businesses: World Financial Group, Protection Solutions and Savings & Investments (including life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions), and Financial Assets (legacy blocks of long-term care, universal life, and variable and fixed annuities). These operations are supported by Transamerica Corporate functions. The company employs nearly 7,000 people globally. The Strategic Business Planning Specialist role supports management in identifying, prioritizing, executing, and measuring strategic business priorities.

Requirements

Bachelor’s degree in a business field or equivalent experience
Two 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 influence others towards strategic goals
Analytical and problem solving skills to plan strategy, tactics, and perform root-cause analysis
Familiarity with project management tools, lifecycles, etc.
Proficiency using MS Office tools

Nice To Haves

Insurance/financial services experience
Knowledge of LEAN Six Sigma methodology
Experience with enterprise life insurance or annuity systems, such as Vantage P‑series platforms (P65, P75, P5, P6) or comparable systems
Exposure to Wealth Management Accelerator (WMA) or similar core insurance /annuity payout platform

Responsibilities

Update strategic planning templates and communications.
Work with management to update 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.
Identify integrations and establish contacts across the organization to align efforts and plan implementation.
Assist with escalated issues on priorities, goals, strategies, resources and key initiatives.
Prepare presentations for delivery to specific audiences.
Coordinate input from leaders across assigned business area to document holistic business cases including impacts and end to end needs with a focus on organizational readiness to drive successful outcomes.

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