Business Strategy and Planning Director

USAA•San Antonio, TX

4d•Hybrid

About The Position

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 As a dedicated Business Strategy and Planning Director, you 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. 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. This role is remote eligible in the continental U.S. with occasional business travel. However, individuals residing within a 60-mile radius of a USAA office will be expected to work on-site 4 days per week.

Requirements

Bachelor's degree; OR 4 years of related experience (in addition to the minimum years of experience) 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.
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.

Nice To Haves

Prior experience in financial services strategy, business planning, or management consulting with direct consumer banking exposure (credit card and/or deposits preferred).
Prior Chief of Staff, strategy director, or business management role supporting a senior executive in a large, matrixed organization.
Experience owning an annual strategic planning and operating plan cycle — including target-setting, prioritization, and performance tracking across a multi-product business.
Proven ability to synthesize complex data into executive-level narratives; strong track record building board and C-suite materials.
Demonstrated track record driving alignment across product, technology, risk, finance, and marketing on behalf of a senior leader.
Experience building or managing operating cadences — business reviews, OKRs, KPI dashboards, governance forums.
Familiarity with the consumer banking competitive landscape, including fintech and digital banking players.
Comfort operating with ambiguity; ability to represent executive priorities and make decisions independently.
MBA from a top-tier program strongly preferred; management consulting background a plus.
US military experience through military service or a military spouse/domestic partner.

Responsibilities

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.