Strategic Business Planning Associate - Retirement (Hybrid)
Transamerica is a financial services company that has been serving everyday people for over a century. The Strategic Business Planning Associate role involves supporting leadership in identifying, prioritizing, and executing strategic business priorities while maintaining strategic planning templates and assisting in the preparation of presentations for leadership.
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
Skills
- 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
- Strategic planning experience
- Insurance/financial services experience
- Background in ticket management/problem resolution or operations experience
- Knowledge of LEAN Six Sigma methodology
- Documentation experience
- 1 year of retirement specific experience
- Experience with ServiceNow and Jira
Benefits
- Annual Bonus based on the Company Bonus Plan/Individual Performance and is at the Company’s discretion.
- 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
Company Overview