Director, Strategic Business Planning (Retirement Products)

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

We are hiring for a Director, Strategic Business Planning leader to drive enterprise initiatives, organizational change, and process improvement across multiple business functions in our Retirement product line. This role partners closely with business, PMO, and IT teams to support execution of prioritized projects, manage complex dependencies, oversee governance frameworks, and ensure successful execution of high-impact programs. The ideal candidate brings extensive experience in strategic planning, cross-functional leadership, stakeholder communication, and large-scale project delivery, with a proven ability to influence outcomes, solve complex challenges, and foster a culture of accountability and continuous improvement.

Responsibilities

• Champion organizational change and promote a culture of accountability, collaboration and customer service excellence.
• Resource team members to strategic business initiatives.
• Facilitate the project portfolio management execution in partnership with cross functional teams, including resource alignment to project prioritization, business case development, and resource planning.
• Manage interdependencies and critical path business requirements and User Acceptance Testing across initiatives, supporting risk management, issue escalation/resolution, scope change and implementation planning.
• Manage the Business Analyst and Product Owner assignments on strategic initiatives; lead and implement process improvements within the project execution including lessons learned and actions and tracking actions for improved execution.
• Continually seek program process improvements.
• Define and direct formal communication methods and establish open and consistent communication with all levels within the organization.
• Facilitate inter-program communication as needed to bring leadership awareness and understanding of execution and quality risks.
• Provide direction and define, catalog and implement business analyst and product owner 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.

Qualifications

Qualifications 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; coordinating and facilitating small and large group meetings; utilizing planning/organization skills and techniques; managing multiple priorities and project staff; and utilizing analysis and problem solving skills. Ability to communicate with all levels of the organization to guide in strategic planning fundamentals and plan execution. Proficiency using MS Office and project development/management tools.

Preferred Qualifications

Master’s degree in a relevant field. Expert level skills relating to project management theory, tools and practice. Change management and training experience. Strong technical background and experience with SDLC.

Working Conditions

Hybrid Environment Occasional Travel <10%

Compensation

The Salary for this position generally ranges between $130,000 - $170,000 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 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. This is a hybrid position requiring three days in office per week in one of our hub locations. Relocation assistance will not be provided for this position.

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

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. To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs. This includes our company-sponsored, employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to all employees. They provide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all.

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 and work.

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. * As of December 31, 2023 At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential unleashed by 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.

Transamerica is a part of Aegon, an integrated, diversified, international financial services group. The Aegon companies employ over 21,500 people and have approximately 31.7 million customers.* For more information, visit * As of December 31, 2022 For more information about Transamerica’s privacy practices, click here.