Transamerica
Strategic Business Planning Specialist - Hybrid
Transamerica, Cedar Rapids, Iowa, United States, 52404
Strategic Business Planning Specialist - Hybrid
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Strategic Business Planning Specialist - Hybrid
role at
Transamerica
1 day ago Be among the first 25 applicants
Join to apply for the
Strategic Business Planning Specialist - Hybrid
role at
Transamerica
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Job Family Corporate Development, Strategy and Sustainability
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.
Who We Are 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.
What We Do 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 transamerica.com.
Job Description Summary The Strategic Business Planning Specialist will support management to ensure strategic business priorities are identified, prioritized, executed and results measured. Collaborate with key stakeholders for the successful discovery and execution of enhancements and projects.
Job Description Responsibilities
Assist with business case development through the collaboration with key stakeholders to articulate business needs in project terms
Perform a critical business analysis during project execution by:
Leading / creating business requirements
Completing current state and future state process flows
Providing input for processes, training , communication
Developing UAT test strategy plan
Developing and facilitating the execution of UAT test scripts
Coordinating with QA/IT partners
Monitoring and ensuring the resolution of defects through warranty period
Develop and update strategic planning templates and communications.
Update assigned strategic dashboards/tracking mechanisms.
Coordinate with peers across the organization to continuously improve processes, documentation, communication, etc.
Network with colleagues across business and technology to enhance business knowledge
Assist with escalated issues on priorities, goals, strategies, resources and key initiatives.
Prepare presentations for delivery to specific audiences.
Qualifications
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, lifecycles, etc.
Proficiency using MS Office tools
Preferred Qualifications
Insurance/financial services experience
Knowledge of LEAN Six Sigma methodology
Working Conditions
Hybrid office environment (3 days a week)
Occasional travel to attend strategic planning sessions
Compensation
The Salary for this position generally ranges between $62,500 - $75,000 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.
Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.
Disclaimer Beware of fake job offers! We’ve been alerted to scammers impersonating Transamerica recruiters, particularly for remote positions. Please note: We will never request personal information such as ID or payment for equipment upfront. Official offers are sent via DocuSign following a verbal offer—not through text or email.
What We Offer For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees.
Compensation Benefits
Competitive Pay
Bonus for Eligible Employees
Benefits Package
Pension Plan
401k Match
Employee Stock Purchase Plan
Tuition Reimbursement
Disability Insurance
Medical Insurance
Dental Insurance
Vision Insurance
Employee Discounts
Career Training & Development Opportunities
Health and Work/Life Balance Benefits
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
Inclusion & Diversity We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We’re thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women.
Giving Back We believe our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live, work, and play.
Transamerica’s Parent Company Aegon acquired the Transamerica business in 1999. Since its start in 1844, Aegon has grown into an international company serving more than 23.9 million people across the globe.* It offers investment, protection, and retirement solutions, always with a clear purpose:
Helping people live their best lives.
As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity.
Seniority level Mid-Senior level
Employment type Full-time
Job function Business Development and Sales
Industries Insurance and Financial Services
Referrals increase your chances of interviewing at Transamerica by 2x
Sign in to set job alerts for “Strategic Planning Specialist” roles.
Cedar Rapids, IA $71,000.00-$112,200.00 4 months ago
Western, IA $105,000.00-$120,000.00 3 months ago
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Strategic Business Planning Specialist - Hybrid
role at
Transamerica
1 day ago Be among the first 25 applicants
Join to apply for the
Strategic Business Planning Specialist - Hybrid
role at
Transamerica
Get AI-powered advice on this job and more exclusive features.
Job Family Corporate Development, Strategy and Sustainability
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.
Who We Are 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.
What We Do 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 transamerica.com.
Job Description Summary The Strategic Business Planning Specialist will support management to ensure strategic business priorities are identified, prioritized, executed and results measured. Collaborate with key stakeholders for the successful discovery and execution of enhancements and projects.
Job Description Responsibilities
Assist with business case development through the collaboration with key stakeholders to articulate business needs in project terms
Perform a critical business analysis during project execution by:
Leading / creating business requirements
Completing current state and future state process flows
Providing input for processes, training , communication
Developing UAT test strategy plan
Developing and facilitating the execution of UAT test scripts
Coordinating with QA/IT partners
Monitoring and ensuring the resolution of defects through warranty period
Develop and update strategic planning templates and communications.
Update assigned strategic dashboards/tracking mechanisms.
Coordinate with peers across the organization to continuously improve processes, documentation, communication, etc.
Network with colleagues across business and technology to enhance business knowledge
Assist with escalated issues on priorities, goals, strategies, resources and key initiatives.
Prepare presentations for delivery to specific audiences.
Qualifications
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, lifecycles, etc.
Proficiency using MS Office tools
Preferred Qualifications
Insurance/financial services experience
Knowledge of LEAN Six Sigma methodology
Working Conditions
Hybrid office environment (3 days a week)
Occasional travel to attend strategic planning sessions
Compensation
The Salary for this position generally ranges between $62,500 - $75,000 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.
Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.
Disclaimer Beware of fake job offers! We’ve been alerted to scammers impersonating Transamerica recruiters, particularly for remote positions. Please note: We will never request personal information such as ID or payment for equipment upfront. Official offers are sent via DocuSign following a verbal offer—not through text or email.
What We Offer For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees.
Compensation Benefits
Competitive Pay
Bonus for Eligible Employees
Benefits Package
Pension Plan
401k Match
Employee Stock Purchase Plan
Tuition Reimbursement
Disability Insurance
Medical Insurance
Dental Insurance
Vision Insurance
Employee Discounts
Career Training & Development Opportunities
Health and Work/Life Balance Benefits
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
Inclusion & Diversity We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We’re thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women.
Giving Back We believe our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live, work, and play.
Transamerica’s Parent Company Aegon acquired the Transamerica business in 1999. Since its start in 1844, Aegon has grown into an international company serving more than 23.9 million people across the globe.* It offers investment, protection, and retirement solutions, always with a clear purpose:
Helping people live their best lives.
As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity.
Seniority level Mid-Senior level
Employment type Full-time
Job function Business Development and Sales
Industries Insurance and Financial Services
Referrals increase your chances of interviewing at Transamerica by 2x
Sign in to set job alerts for “Strategic Planning Specialist” roles.
Cedar Rapids, IA $71,000.00-$112,200.00 4 months ago
Western, IA $105,000.00-$120,000.00 3 months ago
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr