USAA

Business Advisor Lead

USAA$114K — $218K *
Plano, TX 75025In-Person
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree or 4 years of relevant experience can substitute for a degree (12 years of experience in lieu of a degree).
  • 8 years of project management or business optimization experience in the financial services sector.
  • Advanced knowledge of industry technology applications like Salesforce, SharePoint, and CRM tools.
  • Extensive experience enhancing efficiency in business processes and programs.
  • Proficiency in Agile methodologies and risk management frameworks.
  • Skilled in effective communication with stakeholders across all management levels.
  • Expertise in Microsoft Office tools.

Responsibilities

  • Advises stakeholders on business planning and compliance to support growth.
  • Conducts gap analysis and provides strategic direction for projects and processes.
  • Identifies best practices for enhancing business efficiency and decision-making.
  • Engages with strategic partners to communicate program impacts effectively.
  • Monitors risks and advises on mitigation strategies in collaboration with compliance teams.
  • Leads diagnostics to identify and document key process issues.
  • Develops and communicates operational and audit reports, including trend analyses.

Benefits

  • Comprehensive medical, dental, and vision plans.
  • 401(k) and pension plans to support financial health.
  • Life insurance and parental benefits including adoption assistance.
  • Paid time off along with 16 paid volunteer hours annually.
  • Programs focused on physical, financial, and emotional wellness.
  • Support for career development and continuing education.
Full Job Description
The Opportunity

We are seeking a dedicated Business Advisor Lead.

We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position must be based in our San Antonio, TX; Plano, TX; Phoenix, AZ; Colorado Springs, CO; Charlotte, NC or Tampa, FL offices. Relocation assistance is not available for this position.

What you'll do:

Advises stakeholders 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. Consults, develops and implements solutions to influence business decisions for relevant CoSA or line(s) of business. Develops best in practice solutions to the most 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.

  • Identifies compliance and/or profit growth opportunities and provides guidance on procedure and process improvements to influence business optimization.
  • Provides gap analysis, recommendations, and strategic direction to enhance business programs, projects, agile projects and/or processes in a client consulting capacity.
  • Leverages best practices gained from expert industry knowledge to identify opportunities for business efficiencies and provide expert guidance strategy, planning, and problem-solving to help the business succeed in the marketplace.
  • Identifies strategic partners and stakeholders to successfully communicate programs strategic impact.
  • 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.
  • May lead efforts to conduct root cause diagnostics of key processes, controls, regulatory requirements to identify and document these issues.
  • Monitors, develops and communicates audit testing, control testing and examination requests.
  • Leads the development, management of consistent execution of operational reporting and provides trend analyses and solutions.
  • Serves as a coach and mentor and on-the-job trainer for other team members.
  • 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 (12 years of experience in lieu of a degree).
  • 8 years of project management, process consulting, or business optimization planning within the financial services industry.
  • Advanced knowledge of relevant industry technology applications, such as Salesforce, SharePoint, Portal, CRM, CBS, Fiserve, KDIM, Fideility, Metric Stream or other industry related applications.
  • Extensive experience developing solutions and recommendations that will increase efficiency and improve business processes, projects, and programs, to include managing performance and profitability.
  • 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 effectively to stakeholders and all levels of management to influence decisions centered around business optimization.
  • Sound understanding of various applications and processes encompassing business development, business intelligence, analytics, data integration, and business process automation.
  • Expert level of experience in negotiating, prioritizing, consulting and influencing to all levels of management to achieve influence business decisions and achieve desired business results.
  • Expert knowledge of Microsoft Office tools.


What sets you apart:

  • Consumer complaint program experience.
  • Experience influencing and communicating with executive leaders and stakeholders to drive significant strategy and high value initiatives.
  • Expert at creating summaries of complex information tailored for executives.
  • Proven ability to gain broad cross-functional alignment and organizational sponsorship for strategic initiatives.
  • Expert at creating clear, concise program documents including governance and program documents.


USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).

Compensation range: The salary range for this position is: $114,080-$218,030.

Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.

Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.

The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.

Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.

For more details on our outstanding benefits, visit our benefits page on USAAjobs.com.

Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.

About USAA

United Automobile Insurance Company (UAIC) was incorporated on March 2, 1989 in Miami Gardens, FL to provide a high quality and low cost insurance product to the non-standard automobile insurance market. The company is family owned and it is one of the largest privately held property and casualty insurance companies in the United States.UAIC has a world class information technology department. Their web technology is rated year after year as the easiest to use and most dependable by our agents.

USAA Careers

Joining USAA means becoming part of a family that welcomes diversity and is built on a culture of service and innovation. Our team of professionals is dedicated to providing exceptional service to our members, and we are always looking for passionate individuals to join our dynamic team. Whether you're starting your career or looking to grow professionally, USAA offers a range of job opportunities across various fields. Work You'll Do At USAA, we offer more than just jobs; we offer careers that make a difference. With a variety of positions available, from customer service to IT, you can find the perfect fit for your skills and interests. Our commitment to professional growth means we support your journey through leadership development programs, professional networking opportunities, and diverse career paths. USAA's commitment to innovation and leadership in the financial services industry makes it the ideal place to advance your career. We empower our employees to lead projects and initiatives that transform our services and operations. Internship Programs Kickstart your career with a USAA internship. Our internships provide invaluable workplace experience and a chance to see what a career at USAA really looks like. Interns at USAA gain hands-on experience, working alongside seasoned professionals on real projects that affect our members' lives. Benefits and Culture USAA recognizes that job satisfaction extends beyond the office. That's why we offer competitive benefits packages that support the health, well-being, and financial security of our employees and their families. Benefits include comprehensive health care, retirement plans, and generous paid time off. Moreover, our inclusive culture is one of our greatest strengths. We are committed to diversity training and creating an environment where all employees can thrive. USAA's culture is built on a foundation of respect, integrity, and responsibility. Join Our Team Ready to take the next step in your career? Explore the employment opportunities at USAA today. We are hiring creative, curious, and motivated individuals who are ready to make a difference. Check out our open positions, tailor your resume, and prepare for an interview where you can showcase your unique skills. Stay Connected Keep up to date with the latest career tips, insider perspectives, and industry-leading insights—all from the people who work at USAA. Subscribe to our careers blog and personalize your subscription to receive job alerts and the latest news tailored to your preferences. Discover the rewarding career opportunities awaiting you at USAA. Join a company that values leadership, innovation, and commitment to service. Start your journey with USAA today, where your future is waiting to be written.
Learn more about USAA
Size
35,700 employees
Industry
Founded
1989

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