Strategic Business Planning Analyst - Hybrid

Job Family

Corporate Development, Strategy and Sustainability

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.

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.

Transamerica is organized into three distinct businesses:
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*.

Support management to ensure strategic business priorities are identified, prioritized, executed and results measured. Maintain the strategic roadmap and business intake project portfolios.

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.

• Develop and update strategic planning templates and communications.
• Update strategic roadmap & assigned strategic dashboards/tracking mechanisms.
• Define strategic planning processes, priorities, capabilities, measures of success, etc. Includes cadence and timing of various inputs/outputs; coordinate development of this process.
• Coordinate with peers across the organization to develop and execute a holistic strategic planning process.
• 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.

• Bachelor’s degree in a business‑related field or equivalent experience.
• Five years of strategic planning/project execution 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, life cycles, etc.
• Proficiency using MS Office tools.

• Insurance/financial services experience.
• Retirement plan administration…