The Strategic Business Planning Manager - Retirement SPO will work in alignment with senior leadership to ensure strategic business priorities are identified, prioritized and executed.

Responsibilities

  • Define and establish strategic planning processes, plans, priorities, capabilities, measures of success, etc.
  • Develop and/or maintain strategic roadmap and assign strategic dashboards/tracking mechanisms.
  • Manage timing of inputs/outputs that drive strategic prioritization for Retirement.
  • Identify integrations across the organization that impact the group.
  • Coordinate with strategic planning contacts across the organization (including the PMO as a key stakeholder) to develop and execute a holistic strategic planning process.
  • Establish and maintain strong relationships within Retirement supported groups and project teams.
  • Serve as the escalation point and liaison to resolve conflicts on priorities, goals, strategies, resources, and key initiatives.
  • Create and deliver strategic presentations, story boards, etc. tailored for specific audiences.

Qualifications

  • Bachelor’s degree in a business-related field or equivalent experience.
  • Eight years of strategic planning experience in Retirement or similar environment as 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.
  • Presentation skills to create and deliver information to a wide audience.
  • Familiarity with project management tools, lifecycles, Retirement, etc.
  • Proficiency using MS Office tools.

Preferred Qualifications

  • Master’s degree in a relevant field.
  • Insurance/financial services experience.
  • Supervisory/management experience.
  • Understanding of LEAN Six Sigma methodology.

Working Conditions

  • Hybrid office environment, 3 days per week
  • Moderate travel to attend strategic planning sessions.

Compensation

The Salary for this position generally ranges between $100,000 - $110,00 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 be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.

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.