Business Strategy and Planning Director

USAA•San Antonio, TX

3d•$114,080 - $205,340•Onsite

About The Position

USAA is seeking a Business Strategy and Planning Director to serve as a strategic partner to the Vice President, P&C Chief of Staff, helping connect strategy to execution. The role sits at the center of the P&C Chief of Staff organization and works across Chief of Staff Operations, Special Programs, Strategic Sourcing Insights, Portfolio Management, and Business Risk & Controls to support alignment, coordination, and readiness across priorities, decisions, and executive commitments. The position connects work across the organization, translates complex information into actionable insights, and helps leaders maintain a clear view of progress, opportunities, risks, and decisions. The successful candidate will use executive judgment, synthesis and communication skills, business acumen, and cross-functional influence to bring structure, alignment, and momentum to complex work. This role is based in USAA’s San Antonio office and requires working in the office four days per week. Relocation assistance is not available.

Requirements

Bachelor’s degree, or four additional years of related experience in lieu of a degree.
At least 8 years of directly related business planning consultation experience, including developing business strategy for short- and/or long-term goals.
Experience influencing and managing communications to senior executives and internal colleagues through concise, official, and regular updates on status, progress, strategies, and roadmaps.
Extensive project management experience.
Strong business acumen in financial services or a related industry, with the ability to balance strategic thinking and practical implementation.
Experience working with clients or customers to understand business issues and develop a business direction strategy based on gathered insights.
Ability to work out of the San Antonio office four days per week.

Nice To Haves

Experience as a trusted strategic partner, exercising sound judgment in complex, sensitive, and high-visibility matters.
Ability to work across diverse teams, connect priorities and dependencies, and build alignment across matrixed teams.
Ability to synthesize complex concepts into clear insights, recommendations, and executive-level communications.
Strong business acumen connecting strategy, performance, resources, risk, and execution to inform leadership decisions.
Ability to anticipate organizational needs, identify issues requiring attention, and support readiness across competing priorities.
Experience in or closely supporting a Chief of Staff organization, business strategy and planning function, portfolio management office, executive operations team, or similarly cross-functional environment.

Responsibilities

Drive development and coordination of components within the overarching strategy for the function.
Work with executive management to establish strategic and operational frameworks that enable short- and long-term business goals and key results.
Develop processes for managing the business strategic and operational planning process.
Align business processes and frameworks with enterprise strategy, processes, and frameworks.
Partner with senior-level leaders across functions and channels to develop near- and long-term visions and roadmaps, and help business leaders transition from strategy to execution.
Integrate change management plans, project documentation, and strategies for large, complex business initiatives that may affect the organization or enterprise.
Evaluate operational effectiveness by identifying strengths and weaknesses and establishing best practices and management routines to address gaps.
Guide team members as they perform research and analysis.
Lead the design, coordination, and governance of annual strategic and operational planning processes in support of executive leadership.
Lead and motivate cross-functional team members in strategy and operational plan development and implementation.
Ensure risks associated with business activities are identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.