Director, Strategic Business Planning

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. 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

The Director, Strategic Business Planning provides overall business and strategic guidance in alignment with company-wide objectives.

• Champion organizational change and promote a culture of accountability, collaboration and customer service excellence.
• Coordinate strategic business initiatives across functional groups and teams.
• Facilitate the project portfolio management process in partnership with the PMO and IT teams, including project prioritization, business case development, resource planning and benefits realization analysis.
• Manage interdependencies and common critical path milestones across initiatives, facilitating risk management, issue escalation/resolution, scope change and implementation planning.
• Manage dashboard of strategic initiatives and process improvements.
• Continually seek program process improvements.
• Define and direct formal communication methods and establish open and consistent communication with all levels within the organization. Provide program status reports and facilitate inter-program communication.
• Provide direction and define, catalog and implement program management methodologies, tools and governance.
• Direct and oversee activities of process improvement initiatives within the program; hold teams accountable for meeting goals and objectives.
• Direct problem resolution, decision making, communications and other associated activities during all phases of large and complex projects using a pro‑active and constructive approach.

• Bachelor’s degree in a business related field or equivalent experience.
• Ten years of strategic planning experience, including five years managing complex multisystem and/or multiple department projects.
• Experience utilizing interviewing/negotiation skills;…