USAA

Business Strategy Analyst Senior - Investment Nurturing

USAA$103K — $186K *
Plano, TX 75025In-Person
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in business, finance, or related field, or equivalent experience (total of 10 years without degree)
  • 6 years of data/analytics or strategy consulting experience, or 4 years plus 2 years relevant experience
  • Experience in identifying business needs via qualitative/quantitative analysis
  • Proficient in data analytics to inform and influence decisions
  • Skilled in complex data analysis using tools like Excel, Tableau, R, Python, SQL, Snowflake, SAS

Responsibilities

  • Collaborate with stakeholders to identify business assumptions and hypotheses
  • Refine hypotheses and explore additional business questions
  • Integrate analytic strategy with business strategy
  • Develop analytical frameworks to address identified business questions
  • Evaluate insights related to financial performance and product strategy
  • Apply analytics to define outcome measures and assess progress
  • Communicate strategic insights to senior leaders

Benefits

  • Comprehensive medical, dental, and vision plans
  • 401(k) and pension plans
  • Life insurance and parental benefits
  • Adoption assistance and paid time off, including 16 paid volunteer hours
  • Support for career path planning and continuing education programs
Full Job Description
The Opportunity

USAA is excited to continue to serve veterans and their families as we launch our new USAA Investment Services Company (ISCO). The Investment Services Company will combine personalized advice with investment products and solutions designed to help members achieve their financial goals. Come be part of an organization dedicated to serving more members, serving them well and helping each other succeed!

We are currently seeking a Business Strategy Analyst Senior, tosupport the Nurturing efforts within the USAA Investment Service Company (ISCO). The Investment Nurturing team is responsible for bringing together the what, where, why, and how of member interactions into one continuous conversation post-account opening to grow member trust, increase engagement, and expand lifetime value by orchestrating personalized, compliant, and consistent post-account opening experience across channels. It is not transactional or administrative support (change of address) but rather uses triggers to build experiences that deepen the Member relationship with USAA Investment Advisory.

Initially this role will have the opportunity to be part of the vision and build for the dashboards that will help to manage the business on a daily, near real-time basis. After the launch of the ISCO business, this role will maintain responsibility for the connectivity of our operational dashboards, Nurturing dashboards and analytics insights, as well as supervisory tools. Responsible for collaboration with analytics and reporting teammates across the Investment Advisory team will drive continuous improvement and enhancements to our business insights.

This role will utilize quantitative and qualitative analysis to provide thought-leadership on evolving industry trends, market developments, USAA's strategic direction, regulatory environment, and macroeconomic trends for the business unit. Provides insights and information-based context for key stakeholders in the business unit to effectively manage, influence, and impact line of business strategy.

We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position will be based on the San Antonio, TX; Plano TX. Or Charlotte, NC. Campus. Relocation assistance NOT available for this position.

What you'll do:

  • Collaborates with key stakeholders to identify key business assumptions and hypotheses around line of business strategy.
  • Continuously refines hypotheses and identifies business questions to explore further.
  • Facilitates the integration of the analytic strategy and business strategy.
  • Develops the analytical framework and blueprint to answer business questions identified in the business portfolio, product, or member experience.
  • Collaborates with key stakeholders to evaluate and uncover strategic insights related to Profit & Loss performance including Product Strategy, Pricing, Marketing, Sales, Credit Risk, Distribution Channels, and Member Experience.
  • Applies analytical rigor to define outcome measures, improve prioritization, increase agility in decisioning, improve ability to evaluate progress towards business outcomes, and to evaluate risks to strategic goals.
  • Leverages advanced data-driven problem-solving techniques to manipulate and interpret business results.
  • Translates findings into insights for strategy management and execution.
  • Communicates the significance of strategic insights to senior leaders and other key stakeholders to drive business decisions.
  • May provide guidance and on-the-job training to team members.
  • Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
  • Demonstrated experience in project management.


What you have:

  • Bachelors degree in business, Science, Finance, Economics or related field OR 4 years of relevant education and/or 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 data and/or analytics or strategy consulting experience OR a minimum of 4 years of data and/or analytics or strategy consulting experience and up to 2 years of progressive functional business relevant experience for a total of 6 years combined experience; OR Advanced Degree in Business, Science, Finance, Economics or related discipline and 4 years of experience in data and/or analytics or strategy consulting.
  • Experience identifying business needs and managing strategic plans driven by qualitative/quantitative analysis and market insights.
  • Demonstrated experience using data analytics to formulate data-driven insights and influence business decisions.
  • Experience performing complex data analysis using various data analytics tools (i.e. Microsoft Excel, Tableau, R, Python, SQL, Snowflake, SAS, Adobe Analytics).
  • Demonstrated experience in project management.


What sets you apart:

  • US military experience through military service or a military spouse/domestic partner
  • Business Analysis & Reporting experience: Ability to analyze data, track KPIs, identify trends, and support business reporting needs.
  • Data Interpretation & Insights experience: Capable of translating data into meaningful insights and presenting findings in a clear, easy-to-understand manner.
  • Problem Solving & Process Analysis: Strong analytical skills with the ability to identify process gaps, recommend improvements, and support operational efficiency initiatives.
  • Stakeholder Collaboration Experience working with business partners to gather requirements, participate in discovery sessions, and support project delivery.
  • Business Acumen Understanding of business objectives and the ability to connect analytical work to desired business outcomes.
  • Ownership & Teamwork Demonstrates curiosity, accountability, attention to detail, continuous learning, and the ability to work effectively in a team environment.


Compensation range: Bachelor'The salary range for this position is: $103,450 - $186,210

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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