Business Strategy and Planning-Mid-Level-Chief of Staff

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

As a dedicated Business Strategy and Planning-Mid-Level-Chief of Staff you will provide supports to executive management to identify, develop and communicate specific business strategies across Bank functional areas, applying proficient knowledge of USAA, industry, business development, and financial planning. Conducts 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. Conducts business strategy reviews to assess progress 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 or Plano, TX.  Relocation assistance is not available for this position. 

What you'll do: 

• Supports the development and coordination of Bank strategy. 

• Works with Bank executive management to establish strategic framework that enables short and long-term business goals and objectives.  

• Identifies and implements specific processes to run the business strategic and operational planning process. 

• Maintains and aligns business process and frameworks to USAA enterprise strategy process and framework. 

• Maintains Bank specific strategic and operational roadmaps to ensure results are met (current and future). 

• Collaborates with change partners to define change management plans and strategies for large, sophisticated business specific initiatives that often impact the organization and/or enterprise. 

• Performs primary and secondary research and analysis and synthesizes findings on market, industry, consumer and competitor trends. 

• Supports Bank with the design and coordination of the annual strategic planning and operational planning processes.  

• Ensures risks associated with business activities are effectively identified, measured, supervised, 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. 

• 4 years of directly related business planning consultation with experience chipping into the development of business strategy short-term and/or long-term goals. 

• Proficient level of effective executive level communications and facilitation experience. 

• Experience in Project Management. 

• Demonstrated business sense in financial services or related industry, and a consistent track record to balance critical thinking with practical implementation skills. 

• Demonstrated analytical skills, an ability to translate raw information into actionable strategies and initiatives. 

What sets you apart: 

• 1-2 years of experience in control monitoring and/or testing. 

• 1-2 years of experience managing financials, including budgeting, forecasting, and allocation. 

<