Business Strategy and Planning Director – Chief of Staff
📋 Role Overview & Responsibilities
Why USAA?
Let’s do something that really matters.
At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all of our employees served in our nation’s military, but we all share in the mission to give back to those who did. We’re working as one to build a great experience and make a real impact for our members.
We believe in our core values of honesty, integrity, loyalty and service. They’re what guides everything we do – from how we treat our members to how we treat each other. Come be a part of what makes us so special!
The Opportunity
As a dedicated Business Strategy and Planning Director - Chief of Staff, you will support New Business Venture and Innovation specific to strategic partnerships and expanded distribution.
Provides support and guidance to executive management to identify, develop and communicate specific business strategies across CoSA functional areas, applying expert knowledge of USAA, industry, business development, and financial planning. Leads 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. Conducts business strategy reviews to assess progress and drive awareness of strategy achievement.
We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position is for our San Antonio, TX office only. Relocation assistance is not available for this position.
What You'll Do
Drives the development and coordination of components within the overarching CoSA strategy.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 handle 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 handle transition from strategy to execution.Maintains responsibility of integration of organisational change plans, project documentation and strategies for large, sophisticated business specific initiatives that often impact the organization and/or enterprise.Identifies strengths and weaknesses to evaluate operational efficiency by establishing standard methodologies and management routines to address gaps.Guides team members as they perform research and analysis.Supports CoSA 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 handling communication to senior executives, internal colleagues through concise, official and regular updates on status, progress, strategies and roadmapsExtensive experience in Project Management.Strong eye for business in financial services or related industry, and a consistent track record to balance critical 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 Property & Casualty insurance experienceProject Management certificationsExperience with Project Management Tools (Jira, Notion, etc)Able to quickly pick up new software tools to help with business process and project management
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.
What We Offer
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. The salary range for this position is: $109,130.00 - $196,430.00.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
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, please 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.
USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Frequently Asked Questions
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Is this position eligible for remote work or visa sponsorship? ▼
This position is located in San Antonio, TX with potential relocation and sponsorship assistance depending on candidate qualifications.
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