Strategic Business Planning Associate - Retirement; Hybrid

Job Description Summary

This role supports leadership to ensure strategic business priorities are identified, prioritized, and executed, and results are measured. Utilized strategic planning templates and communication materials to support priorities as needed.

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.

• 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.

• 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, life cycles, 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 Service Now and Jira

• Hybrid office environment: 3 days in office (Cedar Rapids, IA / Denver, CO)
• Occasional travel to attend strategic planning sessions

• The salary for this position generally ranges between $53,000 - $56,000 annually. Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including qualifications, experience, geography, work location designation (in-office, hybrid, remote) and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law.
• Additionally, this position is typically eligible for an 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