Business Strategy and Planning Manager

USAA•San Antonio, TX
•$93,770 - $168,790•Hybrid

About The Position

The Business Strategy and Planning Manager leads strategic planning, governance and execution activities supporting the Senior Member Value Officer and the Member Value organization. In partnership with executive management, the role develops, connects and communicates business strategies and priorities across functional areas. It serves as an integrator across Member Value, Lines of Business and Functions, using knowledge of USAA, financial services, business performance, resource considerations and organizational priorities to connect strategy to execution and inform executive decision-making. The position leads analysis of business needs, emerging opportunities, performance insights and environmental trends. It also drives integrated planning, governance and operating rhythms that align priorities, surface dependencies and trade-offs, and advance business and member outcomes. The role is based in San Antonio, Texas, and requires working in the office four days per week. Relocation assistance is not available.

Requirements

  • Bachelor’s degree, or four years of related experience in addition to the minimum experience requirement may be substituted for a degree.
  • Six years of directly related business strategy, planning or business planning consultation experience, including contributing to short- or long-term business strategies and goals.
  • Experience partnering with business leaders to assess business needs and lead strategic and operational planning, governance, performance reviews or execution management in a complex, matrixed organization.
  • Experience partnering with executive management and senior leaders to align priorities, support decisions and advance strategic initiatives across functional areas.
  • Effective facilitation experience, including executive-level communication and the ability to influence outcomes without direct authority.
  • Experience synthesizing complex information into concise executive communications, strategic recommendations, roadmaps and performance insights that clarify progress, risks, decisions and business outcomes.
  • Experience identifying and managing strategic dependencies, execution risks, resource considerations, trade-offs and competing priorities.
  • Project or program management experience supporting complex, cross-functional business initiatives.
  • Strong business and financial acumen, with the ability to balance strategic thinking and practical execution.
  • Experience supporting change management, strategic execution or implementation of new operating practices across multiple teams or functional areas.

Nice To Haves

  • Experience supporting a senior executive or leadership team in a complex strategy, planning, governance or business execution role.
  • Experience developing and managing governance structures, operating rhythms, executive decision forums and performance management routines.
  • Demonstrated executive presence and judgment, including the ability to navigate complex executive-level discussions and translate priorities into clear direction and action.
  • Ability to synthesize complex information, navigate ambiguity and create clarity across competing priorities.
  • Experience aligning senior leaders and cross-functional stakeholders around shared priorities, decisions and execution plans.
  • Exceptional executive communication skills, including executive-level writing, strategic storytelling, synthesis and presentation development.
  • Experience in financial services, insurance or another highly regulated industry.
  • US military experience through military service or as a military spouse or domestic partner.

Responsibilities

  • Support the development and coordination of Member Value strategy, strategic priorities and execution plans with the Senior Member Value Officer and Member Value leadership.
  • Work with executive management to establish strategic and operational frameworks supporting short- and long-term business goals, key results and measurable member outcomes.
  • Translate Member Value strategy and priorities into integrated plans, roadmaps, governance routines and decision support for coordinated execution across Lines of Business and Functions.
  • Lead the design, coordination and governance of strategic and operational planning and business review processes aligned with Member Value priorities, USAA strategy and organizational objectives.
  • Establish and manage governance forums and operating rhythms to promote alignment, effective decision-making, accountability and coordinated execution.
  • Partner with senior leaders across Lines of Business and Functions to develop near- and long-term plans and support the transition from strategy to execution.
  • Synthesize member insights, business performance, operational metrics and emerging trends to identify risks, opportunities and recommendations for executive decision-making.
  • Develop executive communications, strategic narratives, recommendations and performance updates that clarify priorities, progress, risks, decisions and business outcomes.
  • Facilitate cross-functional planning and governance discussions to address execution challenges, remove barriers and maintain alignment with Member Value objectives.
  • Evaluate industry trends, business needs, performance opportunities and operational effectiveness to develop strategic recommendations for Member Value leadership.
  • Integrate change management considerations into strategic and operational plans for large, complex initiatives affecting multiple Lines of Business, Functions or member journeys.
  • Lead and influence cross-functional teams in developing and implementing strategic and operational plans.
  • Build trusted organizational relationships to influence without direct authority, strengthen shared accountability and support a member-first mindset.
  • Ensure risks associated with business activities are identified, measured, monitored and controlled in accordance with risk and compliance policies and procedures.

Benefits

  • Comprehensive medical, dental and vision plans.
  • 401(k) and pension.
  • Life insurance.
  • Parental benefits.
  • Adoption assistance.
  • Paid time off program and paid holidays.
  • 16 paid volunteer hours.
  • Wellness programs.
  • Career path planning and continuing education.
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