Strategic Business Planning Mgr

About this role

Job Family Corporate Development, Strategy and Sustainability About Us  

  At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests.   

Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment — one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there.  

Who We Are  

We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life .   

Today, we’re part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what’s important to them.  

We’re empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good — for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms.  

What We Do  

Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate , which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs.  

Transamerica employs nearly 7 ,000 people. It’s part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide. * For more information, visit transamerica.com .   

Job Description Summary Work in alignment with senior leadership to ensure strategic business priorities are identified, prioritized and executed. 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.

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. • 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 • Moderate Travel 10 to 25% • Travel to attend strategic planning sessions.

*Please note that the compensation information that follows is a good faith estimate for this position only and is provided pursuant to applicable pay transparency and compensation posting laws. It is estimated based on what a successful candidate might be paid in certain Company locations.**  

Compensation: The salary for this position generally ranges between $104,000-$125,000. This range is an estimate, based on potential employee qualifications, operational needs and other considerations permitted by law. The range may vary above and below the stated amounts, as permitted by Colorado Equal Pay Transparency Rule 4.1.2.

Bonus Eligibility: This position is also typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at Company Discretion.

Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time.

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

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