USAA

Business Advisor Senior

USAA$85K — $162K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree or 4 years of relevant experience in lieu of degree.
  • 6 years of project management or business optimization experience in financial services.
  • Advanced knowledge of industry applications like Salesforce and SharePoint.
  • Experience in developing business optimization solutions and recommendations.
  • Familiarity with Agile processes and risk management frameworks.
  • Ability to communicate effectively with stakeholders and influence decision-making.
  • Proficiency in Microsoft Office.

Responsibilities

  • Identify compliance and profit growth opportunities to advise on process improvements.
  • Lead project management and business rules analysis.
  • Collaborate with enterprise partners to define business requirements and documentation.
  • Monitor risks in the internal control environment and recommend mitigation actions.
  • Coordinate training and communication of new process changes.
  • Conduct root cause analysis of key processes and regulatory requirements.
  • Develop operational reporting and provide trend analyses.

Benefits

  • Comprehensive medical, dental, and vision plans.
  • 401(k) and pension plans.
  • Life insurance and parental benefits, including adoption assistance.
  • Paid time off with holidays and 16 paid volunteer hours.
  • Various wellness programs and career development opportunities.
Full Job Description
The Opportunity

As a dedicated Business Advisor Senior, you will advise 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. Develop and implement solutions to influence business decisions for relevant business units or line(s) of business. Develop best in practice solutions to complex business challenges. Identify 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.

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, Colorado Springs, CO, Charlotte, NC or Tampa, FL. Relocation assistance is not available for this position.

What you'll do:
  • Identifies compliance and/or profit growth opportunities and provides guidance on procedure and process improvements to influence business optimization.
  • Leads teams and owns project management action plans, business rules analysis and development, product development and service delivery.
  • Collaborates 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.
  • Coordinates 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
  • Monitors, develop and communicate audit testing, control testing and examination requests.
  • Assists with development and management of operational reporting and provides trend analyses and solutions.
  • 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.
  • 6 years of project management, process consulting, or business optimization planning experience 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.
  • Experience developing solutions and recommendations that will increase efficiency and improve business decisions, including managing performance and profitability, in adherence to risk and compliance guidelines.
  • Knowledgeable in the applications of Agile process and procedures.
  • Knowledge and application of risk management frameworks and regulatory requirements for applicable LOB.
  • Demonstrated experience in developing communications and delivering key information effectively to stakeholders and all levels of management to influence decisions centered around business optimization.
  • Advanced knowledge of Microsoft Office.


What sets you apart:
  • Governance and Policy Expertise: Significant experience in governance, including a strong understanding of procedures and policies as well as direct experience working within governance frameworks.
  • Information Coordination and Follow-up: Proven experience in coordinating and gathering information and meticulously following up on action items.
  • Risk Management: Familiarity with risk management policies and processes is important, especially in relation to governance.
  • US military experience through military service or a military spouse/domestic partner


Compensation range: The salary range for this position is: $85,040 - $162,550.

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: 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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