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Business Advisor Senior

USAA
San Antonio, United Statesfull_timeVerifiedPosted 23 May 2025
💰 $162,550/yr($85,040/yr$162,550/yr)

About the role

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 Advisor Senior, you will advise partners by providing business planning guidance to include research, development, planning and implementation of procedures and processes to increase business viability and ensure compliance and/or product competitiveness and profitable growth. Develops and implements solutions to influence business decisions for relevant CoSA or line(s) of business. Develops best in practice solutions to complex business challenges. Identifies opportunities to change, enhance, or streamline existing business projects and initiatives. Identifies regulatory and/or operational gaps within the experience to mitigate key risks associated with financial, reputational or member harm.

This position can work remotely in the continental U.S. with occasional business travel.

Relocation assistance is not available for this position.

What you'll do:

  • Identify compliance and/or profit growth opportunities and provides guidance on procedure and operational improvements to influence business optimization.

  • Lead teams and own project management action plans, business rules analysis and development, product development and service delivery.

  • Collaborate with enterprise partners to facilitate the development of business rules, requirements and artifacts for business projects and initiatives, and responsible for required documentation of business decisions.

  • Responsible for monitoring risks within the internal control environment and advising on and recommending risk mitigation actions by collaborating with Compliance, Legal, Operational Risk Management, and Business Experience Owners.

  • Coordinate training, communications and related activities for new processes, product updates etc. where changes may be more complex and/or may have cross-functional impact.

  • May conduct root cause diagnostics of key processes, controls, regulatory requirements to identify and document these issues

  • Monitor, develop and communicate audit testing, control testing and examination requests.

  • Assist with development and management of operational reporting and provides trend analyses and solutions.

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

  • Minimum 6 years' project management, process consulting, or business optimization planning experience within the financial services industry.

  • Deep domain knowledge of relevant industry technology applications, such as Salesforce, SharePoint, Portal, CRM, CBS, Fiserve, KDIM, Fidelity, Metric Stream or other industry related applications.

  • Experience developing solutions and recommendations that will increase efficiency and improve business decisions, including leading performance and profitability, in adherence to guidelines.

  • Knowledgeable in the applications of Agile process and procedures.

  • Knowledge and application of risk management frameworks and regulatory requirements for applicable LOB.

  • Experience in developing communications and delivering key information to partners and all levels of management to influence decisions centered around business optimization.

  • Advanced knowledge of Microsoft Office.

What sets you apart:

  • Documentation expert, with experience writing Policy, Standard, Procedures, and/or Playbooks to convey framework requirements to business entities; implementation and change management of said-documents

  • Expert-level knowledge of risk metric management and governance; experience designing, implementing and maintaining risk dashboard reporting routines inclusive of close-loop accountability escalation protocols such as business disposition responses such as path to green and remediation action plans

  • Experience with holistic accountability and ownership of Risk Appetite Metrics (RAM), Key Risk Metrics (KRI), Key Performance Indicators (KPI) and other business metrics; establi

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Company

USAA

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