Transamerica

Head of Strategic Planning Office & Third Party Strategy

Transamerica United States

Job Family

Vendor Management

About Us

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 www.transamerica.com.

Who We Are



Transamerica has been making financial services available to the many, not just the few, for more than 100 years. We’re a leading provider of life insurance, retirement, and investment solutions, serving millions of customers throughout the United States. Transamerica’s dedicated professionals focus on helping people live their best lives through saving, investing, and protecting their loved ones. Transamerica is dedicated to building America’s leading middle market life insurance and retirement company, providing a broad range of quality individual life insurance policies, workplace supplemental insurance benefits, workplace retirement plans, individual retirement accounts, and investment products, including mutual funds, annuities, stable value solutions, as well as investment management services.

What We Do

Transamerica is organized by lines of business (Life Insurance, Annuities, Mutual Funds, Retirement Plans, and Employee Benefits), which are supported by Transamerica Corporate (Corporate Development; Finance; Internal Audit; Legislative, Regulatory & Policy; Office of the CEO; People and Places; Brand; Corporate Affairs; Risk; and Technology).

Job Description Summary

Provide executive and strategic leadership in developing and executing strategic business plans which support World Financial Group's (WFG) strategic growth and profitability initiatives. Lead the Strategic Planning Office team with respect to intake, prioritization, execution of strategic initiatives across World Financial Group through an end-to-end governance model and in partnership with the Enterprise Transformation Office. Provide subject matter expertise while shaping strategies and programs to deliver meaningful business results including successful outcomes with third-party relationships and an internal operating model that is scalable, new product and pricing capabilities consistent with the market, and delivers best in class customer service. This includes effective communication, and strong partnerships necessary to achieve the objectives of World Financial Group and Transamerica.

Responsibilities

Job Description

  • Partner with the WFG leadership team to support the development and implementation of their business strategy, ensuring each strategy ties to the overall business strategy and enterprise objectives
  • Lead Strategic Planning Office / Project Management team responsible for the intake, prioritization, execution, production support, benefits realization, and effective communication of all initiatives
  • Partner with Information Technology and all business teams to establish and monitor demand/capacity models to ensure resource alignment to strategic priorities
  • Manage initiative portfolios across WFG to ensure initiatives are delivered on time and on/under budget
  • Establish and oversee governance framework ensuring successful partnership with key business teams and technology partner organizations including third parties
  • Establish policy, processes, and change solutions and the global deployment of tools and practices using a consistent approach
  • Drive culture change and adoption associated with new ways of working and delivery models
  • Establish strategic organizational goals, objectives, and operating procedures for third parties
  • Ensure the strategic plans and programs for WFG's current and future operating model are aligned with the short- and long-term growth strategy of the business and Transamerica’s overall strategic objectives
  • Ensure areas of responsibility are meeting all objectives pertaining to quality, compliance, regulations, productivity, and budget
  • Develop and facilitate the successful execution of multiple major strategic roadmaps across WFG as needed to support commercial momentum and future growth model
  • Advise executive leadership on strategies and risks and identifies process improvement and efficiency opportunities inherent in the operating model and third parties
  • Promote a diverse and inclusive team environment
  • Ensures that top talent is hired and retained
  • Provide coaching and development of talent within the organization
  • Build credible, value-added capabilities within Strategic Planning Office to execute the WFG strategy and overall objectives of Transamerica
  • Build and maintain key relationships with internal and external stakeholders


  • Qualifications

    • Bachelor’s degree in business, organization design or related field, or equivalent experience
    • Ten years of program/project management leadership experience including areas of strategy, change management, and financial management
    • Broad experience in organizational transformation, process improvement, Six Sigma, or other leading philosophies in a matrixed environment
    • Ability to develop strategic program plans and leverage thought leadership
    • Expert understanding of change management, foundational philosophy, methodologies, processes and solutions
    • Experience in developing and executing an outsourcing model and establishing partnerships with third-party vendors
    • Experience leading a significant transformation effort and strategy in entrepreneurial, diverse, multi-cultural environments
    • Outstanding program management skills and established successful track record of program and project execution
    • Strong business leadership, technology acumen, and an ability to influence at all levels
    • High degree of independent leadership, critical thinking, communication, accountability, analytical and leadership skills
    • Ability to thrive in fast-paced environments while being flexible and able to handle rapidly changing scenarios
    • Outstanding presentation and language skills; senior-level group facilitation skills
    • Ability to manage virtually and across multiple global geographic locations
    • Please note that the compensation information that follows is a good faith estimate for this position only and is provided pursuant to applicable pay transparency and compensation posting laws. It is estimated based on what a successful candidate might be paid in certain Company locations.**

    The Salary for this position generally ranges between $297,000-$325,000 annually. This range is an estimate, based on potential qualifications 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.

    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
    • College Coach 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
    • Peer Recognition Program (BRAVO)
    • As of December 31, 2022

    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.



    https://www.transamerica.com/why-transamerica/aegon-transamerica-foundation 



    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 29.5 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

      Director
    • Employment type

      Full-time
    • Job function

      Business Development and Sales
    • Industries

      Insurance and Financial Services

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