USAA

Business Strategy and Planning Director

USAA$114K — $218K *
US-AnywhereRemote in San Antonio, TX
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree or equivalent experience in business planning or related fields.
  • 8 years of business planning consultation experience in developing strategies for various timelines.
  • Proven experience in influencing and communicating with senior executives effectively.
  • Extensive project management experience.
  • Strong business acumen in financial services with strategic thinking capability.
  • Experience collaborating with clients to inform strategic business direction.

Responsibilities

  • Drives the development of comprehensive business strategies and frameworks.
  • Partners with executives to create operational frameworks for business goals.
  • Establishes processes for managing business strategic planning.
  • Aligns business processes with enterprise strategies.
  • Collaborates with senior leaders to develop actionable roadmaps.
  • Oversees integration of change management plans and project strategies for complex initiatives.
  • Leads cross-functional teams in strategy and operational plan execution.

Benefits

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

As a dedicated Business Strategy and Planning Director, you will provide support and guidance to executive management to identify, develop and communicate specific business strategies across functional areas, utilizing expert knowledge of USAA, industry, business development, and financial planning. Lead 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. Conduct business strategy reviews to assess progress and drive awareness of strategy achievement.

This role is remote eligible in the continental U.S. with occasional business travel. However, individuals residing within a 60-mile radius of a USAA office will be expected to work on-site 4 days per week.

What you'll do:

  • Drives the development and coordination of components within the overarching strategy for the Function.


  • Works with executive management to establish strategic and operational framework that establishes enables short and long-term business goals and key results.


  • Develops specific processes to manage the business strategic and operational planning process.


  • Drives the alignment of business process and frameworks to enterprise strategy, process and framework.


  • Partners with senior-level leaders across functions and channels to develop near- and long-term visions and roadmaps and works with business leaders to manage transition from strategy to execution.


  • Maintains responsibility of integration of change management plans, project documentation and strategies for large, complex business specific initiatives that often impact the organization and/or enterprise.


  • Identifies strengths and weaknesses to evaluate operational effectiveness by establishing best practices and management routines to address gaps.


  • Guides team members as they perform research and analysis.


  • Supports executive leadership by leading the design, coordination, and governance of the annual strategic planning and operational planning processes.


  • Leads and motivates cross-functional team members in strategy and operational plan development and implementation.


  • 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.


  • 8 years of directly related business planning consultation experience to include developing business strategy for short-term and/or long-term goals.


  • Experience influencing and managing communication to senior executives, internal colleagues through concise, official and regular updates on status, progress, strategies and roadmaps.


  • Extensive experience in Project Management.


  • Strong business acumen in financial services or related industry, and a proven ability to balance strategic thinking with practical implementation skills.


  • Experience working with clients/customers to realize business issues and develop a strategy for the business's direction from the gathered insights.


What sets you apart:

  • Prior experience in financial services strategy, business planning, or management consulting with direct consumer banking exposure (credit card and/or deposits preferred).


  • Prior Chief of Staff, strategy director, or business management role supporting a senior executive in a large, matrixed organization.


  • Experience owning an annual strategic planning and operating plan cycle - including target-setting, prioritization, and performance tracking across a multi-product business.


  • Proven ability to synthesize complex data into executive-level narratives; strong track record building board and C-suite materials.


  • Demonstrated track record driving alignment across product, technology, risk, finance, and marketing on behalf of a senior leader.


  • Experience building or managing operating cadences - business reviews, OKRs, KPI dashboards, governance forums.


  • Familiarity with the consumer banking competitive landscape, including fintech and digital banking players.


  • Comfort operating with ambiguity; ability to represent executive priorities and make decisions independently.


  • MBA from a top-tier program strongly preferred; management consulting background a plus.


  • US military experience through military service or a military spouse/domestic partner.


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

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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