Business Strategy and Planning Director

USAA•San Antonio, TX

1d•Hybrid

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, connecting strategy to execution. The role is central to 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 coordinate priorities, decisions, and executive commitments. It identifies connections and dependencies across initiatives, surfaces emerging risks, and creates clarity across competing priorities. The P&C Chief of Staff organization brings together strategy, portfolio management, governance, risk management, sourcing insights, operational planning, and executive routines to support informed decisions and accelerate outcomes. The director connects work across the organization, translates complex information into actionable insights, and helps leaders track progress, opportunities, risks, and decisions. Success requires executive judgment, synthesis and communication skills, business acumen, and the ability to influence diverse stakeholders while bringing structure and momentum to complex cross-functional work. The position is based in USAA’s San Antonio office and requires working in the office four days per week. Relocation assistance is not available. USAA does not provide visa sponsorship for this role. Applications are accepted on an ongoing basis until the position is filled.

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, regular updates on status, progress, strategies, and roadmaps.
Extensive project management experience.
Strong business acumen in financial services or a related industry, and ability to balance strategic thinking with practical implementation.
Experience working with clients or customers to identify business issues and develop a business direction strategy from gathered insights.
Ability to work in the San Antonio office four days per week.

Nice To Haves

Experience as a trusted strategic partner, using 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.
Ability to connect 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 close support of a Chief of Staff organization, business strategy and planning function, portfolio management office, executive operations team, or similarly cross-functional environment.

Responsibilities

Drive the development and coordination of components within the function’s overarching strategy.
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 business strategic and operational planning.
Align business processes and frameworks with enterprise strategy, processes, and frameworks.
Partner with senior leaders across functions and channels to develop near- and long-term visions and roadmaps, and support the 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 conducting 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 business risks are identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
Connect initiatives, surface dependencies and emerging risks, and help leaders maintain visibility into progress, opportunities, risks, and decisions.