Strategic Business Planning Specialist - Life Production Support (Hybrid

Job Family Corporate Development, Strategy and Sustainability

About Us 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.
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Support management to ensure strategic business priorities are identified, prioritized, executed, and results measured.

• Update strategic planning templates and communications.
• Work with management to update 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.
• 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.
• Coordinate input from leaders across assigned business area to document holistic business cases including impacts and end to end needs with a focus on organizational readiness to drive successful outcomes.

• Bachelor’s degree in a business field or equivalent experience
• Two years of strategic planning 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
• Knowledge of LEAN Six Sigma methodology
• Knowledge of Life Portal applications
• Understanding of Service Now and/or other ticketing systems

Hybrid office environment: 3 days in office (Cedar Rapids, IA or Denver, CO) Occasional travel to attend strategic planning sessions (less than 10%)

The…