At TruStage, we’re on a mission to make a brighter financial future accessible to everyone. We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance, investment and technology solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future.
Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition
Job Purpose:
This position drives efforts to formulate, implement, enable, and manage strategy initiatives for experience and business units at TruStage. It also leads cross-functional teams to understand forces impacting the business, helps determine long-term business objectives and translate these objectives and other inputs into business strategies.
Working with stakeholders across the organization you will identify points of view that serve to continuously improve business results by preparing leaders for future opportunities, challenges, and likely scenario impacts. You must be comfortable working with a stakeholder group that may include, but is not limited to, directors, vice-presidents, business unit leaders and others.
This role plays a key role in leading our strategy management system. This includes responsibility for helping facilitate strategy refreshes, business planning, corporate performance office, quarterly strategy reviews and project/initiative execution.
Job Responsibilities:
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Lead strategy development and management without direct authority including:
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In close partnership with business area leaders, leads strategic planning and assists in business planning following approved methodologies.
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Works with the strategy team and business unit/area leaders to facilitate strategy refreshes, helping ensure the required output of business area-specific strategic plans are produced.
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Scans the external environment for signals to be translated into foresight that will ultimately be used as strategic insight.
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Leads components of quarterly strategy reviews and ensures the required output of progress on OKR’s, and strategy scorecard, or appropriate monitoring tool.
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Lead or participates in opportunities to determine strategic fit and organizational readiness including but not limited to
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Search and selection of external business arrangements such as purchases, divestitures, and other mutual arrangements
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Market sizing/opportunity analysis work
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Drive key strategic projects with cross-functional teams to recommend solutions to solve complex business problems or to develop products/services.
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Promotes a strong connection between strategy, planning and execution teams.
The above statement of duties is not intended to be all inclusive and other duties will be assigned from time to time.
Job Requirements:
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Bachelor's degree in business administration, Finance, Insurance or related field or an equivalent trade-off of related professional work experience. MBA preferred
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8+ years of experience in Strategy Management, Business Process Management, Management Consulting, Business Continuous Improvement, Program/Initiative Management, Agile execution, or related fields.
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Ability to interact and influence leaders at all levels of the organization through strong communication skills, both verbally and in writing.
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Demonstrated ability to identify, understand and assess business needs/opportunities and to translate strategic direction into concrete plans.
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Proven success leading, collaborating, and influencing multiple functions, teams, and groups to achieve desired financial goals.
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Strong project management experience with a proven track record to deliver expected business results.
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Proven experience in strategy formation management processes, market assessments, OKRs, and balanced scorecards.
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Ability to handle complexity and ambiguity.
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Travel as needed up to 10% of the time.
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If you’re ready to help make a difference, apply today. Please provide your Work Experience and Education or attach a copy of your resume. Applications received without this information may be removed from consideration.
Compensation may vary based on the job level, your geographic work location, position incentive plan and exemption status.
Base Salary Range:
$114,600.00 - $171,800.00
At TruStageTM, we believe a sound, inclusive benefits program is of vital importance, along with a flexible workplace that allows for work-life balance, career growth and retirement assistance. In addition to your base pay, your position may be eligible for an annual incentive (bonus) plan. Additional benefits available to eligible employees include medical, dental, vision, employee assistance program, life insurance, disability plans, parental leave, paid time off, 401k, and tuition reimbursement, just to name a few. Beyond pay and benefits, we also recognize that flexibility, including working in a place you prefer, is essential to caring for our employees. We will continue to strive to offer flexibility and invest in technology and other tools that will make hybrid working normal rather than an exception, so that when “life happens,” you can focus on what’s most important.
Accommodation request
TruStage is a place where everyone can bring their best self and thrive. If you need application or interview process accommodations, please contact the accessibility department.
What We Do
We believe a brighter financial future should be accessible to everyone. Built on the principle of “people helping people,” CUNA Mutual Group is a financially strong insurance, investment and financial services company. Through our company culture, community engagement, and products and solutions, we are working to create a more equitable financial system that helps to improve the lives of those we serve and our society.
In 2020, the CUNA Mutual Group Foundation donated $3.8 million dollars to support more than 80 community partners and organizations, including several credit union foundations.
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