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Head of Operations Planning

Transamerica · Cedar Rapids, United States · On-site · Posted 3 days ago

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About the job

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 Establish and lead the enterprise strategic planning framework, translating company objectives into integrated priorities, investment decisions, and measurable outcomes. Advise executive leadership and align functions across the organization to accelerate execution, strengthen accountability, and deliver sustainable business value. Job Description Responsibilities • Establish and lead the enterprise strategic planning process, including long-range planning, annual planning, strategic prioritization, and performance monitoring. • Advise executive leadership on enterprise priorities, strategic alternatives, emerging risks, investment decisions, and opportunities to improve business performance. • Translate company objectives into actionable strategies, operating plans, performance measures, and governance practices across functions and business areas. • Partner with the Project Management Office (PMO), Information Technology (IT), Finance, and business leaders to oversee the enterprise portfolio management process. • Govern the evaluation and prioritization of strategic initiatives, including business case development, resource planning, benefits realization, risk assessment, and investment alignment. • Oversee interconnected strategic programs and resolve enterprise-level dependencies, critical milestones, resource constraints, scope changes, and execution risks. • Establish executive dashboards and performance reviews that measure progress, financial and operational outcomes, strategic risks, and benefits realization. • Champion enterprise transformation and organizational change while promoting accountability, collaboration, innovation, and customer service excellence. • Define and implement strategic planning and program management methodologies, tools, decision rights, governance forums, and communication standards. • Build organizational strategic planning capabilities and foster alignment among executive leaders, functional teams, and other key stakeholders. Qualifications • Bachelor’s degree in business, finance, strategy, economics, or a related field, or equivalent experience • 15 years of progressively responsible experience in strategic planning, corporate strategy, business transformation, portfolio management, or a related discipline • Experience leading complex, enterprise-wide initiatives involving multiple business areas, systems, stakeholders, and competing priorities • Experience advising executive leaders and influencing enterprise strategy, investment decisions, and organizational priorities • Experience developing long-range plans, business cases, operating models, performance measures, and benefits realization frameworks • Advanced knowledge of strategic planning, portfolio governance, program management, organizational change, and business performance practices • Ability to evaluate complex business issues, synthesize qualitative and quantitative information, and develop actionable recommendations • Ability to influence decisions, resolve conflict, and build alignment across executive, functional, and operational stakeholders • Exceptional executive communication, facilitation, negotiation, and presentation skills • Proficient in Microsoft Office and strategic planning, portfolio management, and data visualization tools Preferred Qualifications • Master’s degree in business, finance, strategy, or a related field • Experience leading strategy or transformation within a complex, regulated organization • Experience developing or transforming an enterprise strategic planning function • Experience with scenario planning, financial modeling, market analysis, and operating model design Working Conditions • Office Environment • Occasional Travel Compensation The Salary for this position generally ranges between $200,000 - $250,000 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 job description is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request. 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

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