Support management in strategic business planning for Retirement Services. Update strategic initiatives and communication templates while ensuring measures of success are tracked and reported.
Responsibilities
Support management to ensure strategic business priorities are identified, prioritized, executed, and results measured
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
Requirements
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
Five years of strategic planning experience in Retirement or similar environment as a planning/consultant role (preferred)
Understanding of LEAN Six Sigma methodology (preferred)
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
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