Business Strategy and Planning Director - USAA Investment Service Company (ISCO)

Why USAA?

At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.

Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful.

We are proud to support active-duty military spouses. USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with applicable policy and business needs.

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! 

USAA is seeking a talented Business Strategy and Planning Director for this new individual contributor opportunity working with the Investment Advisory Leadership team serving in a “chief of staff” role.   This role will be involved in various meetings and projects with accountability for management reporting and to serve as an advisor to the department leaders.  We seek candidates with high learning agility and communication skills with the ability to simplify and convey complex topics with ease will set you apart.    This individual will proactively identify emerging risks, dependencies, and competing priorities; bring forward recommendations and actionable solutions; and foster collaboration across organizations to drive alignment and execution.

Success in this role requires the ability to operate in ambiguity, synthesize complex information, anticipate impacts across the value chain, and influence outcomes through partnership, accountability, and disciplined follow-through.  Prior experience with investment products a plus

This role 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. 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. This role 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 will be based on Plano, TX. Campus.  Relocation assistance in IS available for this position

Job Description

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.
• Ensure 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 relevant education and/or experience.
• 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:  

• US military experience through military service or a military spouse/domestic partner
• Master’s in business administration degree (MBA)
• Strong Strategy consulting experience within the financial Industry
• Prior working experience with investment products and services
• Expertise in guiding diverse teams without direct authority and building consensus across departments to execute complex business plan.
• Prior Chief of Staff, strategy director, or business strategy role supporting senior executives in a cross-matrixed environment.
• The capacity to translate intricate data into clear, actionable PowerPoint presentations or board-ready materials that persuade and align key stakeholders.
• Proven ability to synthesize complex data into executive-level narratives; strong track record building board and C-suite materials.
• Strong storytelling and communication skills

Compensation range: The salary range for this position is: $121,130 - $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.

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.