Financial Institutions Relationship Manager Senior – Annuity Operations

Why USAA?

At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.

Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful.

The Opportunity

USAA is seeking a talented Financial Institutions Relationship Manager Senior to manage and provides operational oversight of USAA’s external annuity distribution and select technology service providers. Responsible for delivering end-to-end operational, process, and service excellence through ongoing management and oversight of annuity operations, service and technology suppliers. Ensures timely and satisfactory resolution and communication of new business, post issue and service to include escalations, and exceptions.

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, Phoenix, AZ, Colorado Springs, CO, Tampa, FL, or Plano, TX. Relocation assistance is not available for this position.

What you’ll do:

• Monitors key distributor satisfaction and performance metrics to understand and apply data driven insights to inform business strategies to achieve business goals and operational efficiencies.

• Participates as a subject matter expert on new distributor implementation and launch.

• Participates in  monthly operations business review meetings supplier and service provider firms to review service level targets, identify business trends and to uncover opportunities to develop operational and business process efficiencies.

• Responsible for timely and appropriate resolution of escalations from external distribution partners.

• Identifies opportunities to document and facilitate improvements to processes.  Assists with developing functional policies, procedures, and guidelines.

• Participates in periodic business review meetings with senior executives at distributor and/or supplier and service provider firms to foster relationships and uncover opportunities to develop operational efficiencies.

• Responsible for new account implementation and business development with external distributors.

• Identifies and manages business operational controls to ensure adherence to appropriate risk level.

• 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. (Total of 10 years of experience without Bachelor’s Degree)

• 6 years of experience in annuity product sales, relationship management, and/or annuity operations.

• 3 years of experience in annuity and/or life insurance distribution through full-service brokerage and bank broker dealer firms. 

• Excellent relationship management skills and demonstrated ability to influence decisions at all leadership levels.

• Subject-matter-expert level of business acumen in the areas of annuity business operations, broker dealer sales processes and paperwork, sales suitability, industry practices and emerging trends required.

• High level knowledge of investments, annuities and/or life insurance products.

• Strong relationship management skills and demonstrated ability to influence decisions at senior leadership levels.

• Strong issue resolution and follow-up skills.

• Strong executive-level communication and interpersonal skills, with the ability to effectively navigate and mediate conflict and foster honest dialog.

• 10% travel may be required

What sets you apart: 

• US military experience through military service or a military spouse/domestic partner

• 3 or more years technical experience working with Zinnia Solution (Formerly Annuity Net), Firelight, DTCC, iPipeline

• 3 or more years annuity operations experience with working knowledge of annuity products and the third-party distribution sales process

• 3 or more years of experience in annuity operations support and service, preferably within a broker-dealer or insurance company utilizing third-party annuities distribution.

• 2 or more years o