Facilitate discovery with business sponsors and supporting stakeholders for all projects prioritized by senior leadership.
Coordinate with strategic planning contacts across the organization, (including technology as a key stakeholder), to document holistic business needs during the strategic planning process.
Manage the timing of inputs/outputs that drive strategic project prioritization.
Identify integrations across the organization that impact the group.
Establish and maintain strong relationships with supported groups and project teams.
Serve as the escalation point to resolve conflicts on priorities, goals, strategies, resources and key initiatives.
Create and deliver strategic presentations, story boards, etc. tailored for specific audiences.

Bachelor’s degree in a business-related field or equivalent experience.
Eight 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 in strategic planning fundamentals and plan execution.
Analytical and problem-solving skills to plan strategy, tactics and perform root cause analysis.
Presentation skills to create and deliver information to a wide audience.
Familiarity with project management tools, lifecycles, etc.
Proficiency using MS Office tools.
Preferred Qualifications: Insurance/financial services experience, preferably within Retirement and/or Employee 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.
Adoption Assistance
Employee Assistance Program
Back-Up Care Program
PTO for Volunteer Hours
Employee Matching Gifts Program
Employee Resource Groups
Inclusion and Diversity Programs
Employee Recognition Program
Referral Bonus Programs

Strategic Business Planning Manager – Retirement & Employee Benefits

Key skills