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Transamerica

Financial services and longevity planning

Strategic Business Planning Manager

Corporate StrategyConfirmed live in the last 24 hours
Full-timeHybrid

About the Job

Requirements

  • A 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 or consultant role.
  • Ability to communicate with all levels of the organization to guide strategic planning fundamentals and plan execution.
  • Analytical and problem-solving skills to plan strategy and tactics and perform root cause analysis.
  • Presentation skills to create and deliver information to a wide audience.
  • Familiarity with project management tools and lifecycles.
  • Proficiency using Microsoft Office tools.

Responsibilities

  • Define and establish strategic planning processes, plans, priorities, capabilities, measures of success, and related elements.
  • Manage approved projects that are part of the strategic roadmap and report on progress toward successful completion or business outcomes using strategic dashboards or tracking mechanisms.
  • Manage the timing of inputs and outputs that drive strategic project execution.
  • 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 manage and execute a holistic project execution plan.
  • 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 and storyboards tailored for specific audiences.
  • Establish open and consistent communication with all levels within the organization.
  • Manage the defined governance process within project execution to ensure team and leadership alignment and approval on changes to defined strategic outcomes.

Desired Qualifications

  • A master's degree in a relevant field.
  • Insurance or financial services experience.
  • Supervisory or management experience.
  • Understanding of Lean Six Sigma methodology.

About the Company

Transamerica

Financial services and longevity planning

Transamerica helps financial professionals, brokers, agents, advisors, and employers design and deliver financial plans that adapt to longer lifespans. It provides life and retirement solutions distributed through its network (Transamerica Capital, Inc.) to empower clients and employees to pursue their goals at every stage of life. Its products work by using advisor-led planning and tailored financial solutions to cover life events, retirement, and ongoing financial needs across multiple stages. The company differentiates itself by focusing on longevity planning and multi-stage life planning through a broad advisor and employer distribution network, and by offering a suite of products designed to help people take control of their financial future. Its goal is to help people live their best life by providing guidance and products that support financial security as life stages extend.

Company size
10,001+
Company stage
Not listed
Total funding
Not listed
Headquarters
Baltimore, MD
Founded
1904

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