Strategic Business Planning Specialist (Annuities) - Hybrid

Transamerica•Cedar Rapids, IA

4d•Hybrid

About The Position

Support management to ensure strategic business priorities are identified, prioritized, executed, and results measured. 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.

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
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).
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