Support management to ensure strategic business priorities are identified, prioritized, executed, and results measured.

Responsibilities:

  • Update strategic planning templates and communications for Retirement.

  • Work with management to update 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.

  • Identify integrations and establish contacts across the Retirement organization to align efforts and plan implementation.

  • Assist with escalated issues on priorities, goals, strategies, resources and key initiatives.

  • Prepare presentations for delivery to specific audiences.

  • Coordinate input from leaders across Retirement to document holistic business cases including impacts and end to end needs with a focus on organizational readiness to drive successful outcomes.

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 guide strategic planning fundamentals and plan execution.

  • Analytical and problem-solving skills to plan strategy, tactics and perform root cause analysis on Retirement tickets.

  • Familiarity with project management tools, lifecycles, Retirement, etc.

  • Proficiency using MS Office tools.

Preferred Qualifications:

  • Five years of strategic planning experience in Retirement or similar environment as a planning/consultant role.

  • Insurance/financial services experience.

  • Understanding of LEAN Six Sigma methodology.

Working Conditions:

  • Hybrid office environment: Baltimore/Cedar Rapids/Denver/Philadelphia

  • Occasional travel to attend strategic planning sessions

Compensation:

  • The Salary for this position generally ranges between $65,000 - $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 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 in order to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request.