Business Strategy and Planning Director

USAA•San Antonio, TX

2d•$114,080 - $205,340•Hybrid

About The Position

We are seeking a dedicated Business Strategy and Planning Director within the P&C Underwriting and Product Development (UPD) organization. This role will be instrumental in shaping and driving the strategic direction for UPD. The ideal candidate will partner closely with underwriting, product management, and cross-functional teams to deliver objective insights and forward-looking analyses that inform critical business decisions. A key focus will be on anticipating future needs, proactively guiding stakeholders towards strategic objectives, and translating complex information into clear, actionable recommendations for senior leadership. We are looking for a self-starter with a high degree of intellectual curiosity and a drive for continuous improvement and impact. This role will also be responsible for crafting compelling, executive-level communications, presentations, and reports that effectively articulate strategic insights, progress, and key initiatives to senior leaders and stakeholders, ensuring integration and synergy across all business areas. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position must be based in our San Antonio, TX office. Relocation assistance is not available for this position.

Requirements

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.
Strong 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 partners to realize business issues and develop a strategy for the business's direction from the gathered insights.

Nice To Haves

4 years USAA Property and Casualty (P&C) Experience.
3 years direct experience supporting senior leaders
Demonstrated success in planning, organizing, and delivering leadership communications across regional and member audiences, partner engagement forums, and executive and board‑level settings.
Demonstrates a proactive approach to problem-solving and an active interest in continuous learning, with the proven ability to self-direct and identify opportunities with a high degree of autonomy.
US military experience through military service or a military spouse/domestic partner.

Responsibilities

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.
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.