Sr Retirement Education Project Specialist

Program And Project Management

At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of 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.

We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life.

Today, we are part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of whats important to them.

Were empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms.

Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs.

Transamerica employs nearly 7,000 people. Its part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide.

Job Description Summary : Responsible for assisting in the management of projects by maintaining and scheduling work breakdown structures, collecting information for status communications, and maintaining project information.

Responsibilities

• Assist in the research and analysis for select projects.
• Conduct interviews to help define the business requirements and to produce the appropriate system and functional documents based on the type and size of the project.
• Communicate updates to the team.
• Assist with prioritizing the implementation systems with business needs.
• Serve as project administrator for multiple projects.
• Schedule and maintain work breakdown structures (tasks) of multiple projects.
• Ownership of webinar platform including template creation, meeting setup, post meeting reports and other associated projects
• Working Knowledge of SharePoint, ON24 and Seismic

Qualifications

Associates degree in business or equivalent training / experience required.

Experience with project development / management tools and Microsoft Office required.

Minimum of 3+ years experience, preferably in the insurance and / or financial service industry

Preferred Qualifications

Strong verbal and written communication skills. Proven interactive abilities with internal partners and management. Proven experience utilizing analysis and problem-solving skills. Working Knowledge of SharePoint, ON24 and Seismic

Working Conditions

The Salary for this position generally ranges between $52,500-69,500K. 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 a 7.5% Annual Bonus based on the Company Bonus Plan / Individual Performance and is at Company discretion.

For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees.

We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. Were 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.

We believe our responsibilities extend beyond our corporate walls. Thats 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.

Aegon acquired the Transamerica business in 1999. Since its start in 1844, Aegon has grown into an international company serving more than 23.9 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.