Strategic Business Planning Associate - Retirement (Hybrid)
Aegon is a company focused on strategic business planning, and they are seeking a Strategic Business Planning Associate to support leadership in identifying and executing strategic priorities. The role involves maintaining planning templates, assisting with strategic initiatives, and preparing presentations for leadership.
Responsibilities
- Maintain and update strategic planning templates and communications under guidance from senior team members
- Assist with the updating of 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
- Help identify integrations and establish contacts across the organization to align efforts and plan implementation
- Support preparation of presentations for delivery to specific audiences
- Will prepare escalations to share with leadership as necessary
Skills
- Bachelor's degree in a business field or equivalent experience
- Up to two years of experience in strategic planning
- Analytical and problem solving skills
- Excellent communication skills
- Familiarity with project management tools, lifecycles, etc
- Proficiency using MS Office tools
- 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
- Strategic planning experience
- Insurance/financial services experience
- Background in ticket management/problem resolution or operations experience
- Knowledge of LEAN Six Sigma methodology
- Documentation experience
- 1 year of retirement specific experience
- Experience with ServiceNow and Jira
Benefits
- 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.
- Hybrid office environment: 3 days in office (Cedar Rapids, IA/Denver, CO)
- Occasional travel to attend strategic planning sessions
Company Overview