Business Strategy and Planning Director

Why USAA?

Let’s do something that really matters.

At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all of our employees served in our nation’s military, but we all share in the mission to give back to those who did. We’re working as one to build a great experience and make a real impact for our members.

We believe in our core values of honesty, integrity, loyalty and service. They’re what guides everything we do – from how we treat our members to how we treat each other. Come be a part of what makes us so special!

The Opportunity

As a dedicated Business Strategy and Planning Director, you will provide support and guidance to executive management to identify, develop and communicate specific business strategies across business unit functional areas, utilizing expert knowledge of USAA, industry, business development, and financial planning. You will also lead strategic analyses of business needs and environmental trends in support of business strategy development and planning processes and, as appropriate, enterprise strategy and planning processes. Additionally, you will conduct business strategy reviews to assess progress and drive awareness of strategy achievement.

We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ or Charlotte, NC. Relocation assistance is not available for this position.

What you'll do:

• Drives the development and coordination of components within the overarching CoSA strategy.
• Works with executive management to establish strategic and operational framework that establishes enables short and long-term business goals and key results.
• Develops specific processes to manage the business strategic and operational planning process.
• Drives the alignment of business process and frameworks to enterprise strategy, process and framework.
• Partners with senior-level leaders across functions and channels to develop near- and long-term visions and roadmaps and works with business leaders to manage transition from strategy to execution.
• Maintains responsibility of integration of change management plans, project documentation and strategies for large, complex business specific initiatives that often impact the organization and/or enterprise.
• Identifies strengths and weaknesses to evaluate operational effectiveness by establishing best practices and management routines to address gaps.
• Guides team members as they perform research and analysis.
• Supports CoSA executive leadership by leading the design, coordination, and governance of the annual strategic planning and operational planning processes.
• Leads and motivates cross-functional team members in strategy and operational plan development and implementation.
• Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.

What you have:

• Bachelor's degree; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree.
• 8 years of directly related business planning consultation experience to include developing business strategy for short-term and/or long-term goals.
• Experience influencing and managing communication to senior executives, internal colleagues through concise, official and regular updates on status, progress, strategies and roadmaps
• Extensive experience in Project Management.
• Strong business acumen in financial services or related industry, and a proven ability to balance strategic thinking with practical implementation skills.
• Experience working with clients/customers to realize business issues and develop a strategy for the business’s direction from the gathered insights.

What sets you apart:

• Demonstrated ability to lead through ambiguity
• A mindset for out of the box problem solving
• Experience with leading efforts with various levels of executives and priorities
• Deep experience leading projects in a large, matrixed organization
• Experience designing, implementing, and measuring operational outcomes (SLAs, OKRs, KPIs, KRIs, etc)
• Demonstrates executive presence, diplomacy, and interpersonal savvy to interact skillfully with stakeholders
• Strong influencing and relationship building skills; ability to quickly develop strong organizational relationships and lead through influence
• Expert written and verbal communication skills with the ability to convey complex information in a clear and