Business Strategy and Planning Manager

USAA • San Antonio, TX

2d • Hybrid

About The Position

At USAA, the mission is to empower members to achieve financial security through highly competitive products, exceptional service, and trusted advice, aiming to be the #1 choice for the military community and their families. The company's core values are honesty, integrity, loyalty, and service. This role is for a talented Business Strategy and Planning Manager at the San Antonio, Texas corporate headquarters. The manager will prepare high-quality presentations, reports, and briefing materials for diverse executive audiences, including company Presidents and the Chief Legal Officer, ensuring clarity, precision, and alignment with strategic objectives. The position involves conducting strategic analyses of business needs and environmental trends to support business strategy development and planning processes, as well as enterprise strategy and planning processes. It also includes conducting business strategy reviews to assess progress and drive awareness of strategy achievement to leaders. USAA is a financial services organization dedicated to the financial security of its members, associates, and their families, striving to be the provider of choice for the military community. The company upholds high standards and ensures corporate business activities and individual employee conduct reflect good judgment and common sense, consistent with its core values of service, loyalty, honesty, and integrity. USAA attributes its success to its 35,000 employees, who are central to its member-service culture. Joining USAA means becoming part of a community committed to serving the U.S. military, their associates, and families, and sharing a passion for serving its more than 13 million members. This role offers a flexible work environment requiring 4 days per week in the office at the San Antonio, TX corporate headquarters, and relocation assistance is not available.

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.
• 6 years of directly related business planning consultation with experience contributing to the development of business strategy short-term and/or long-term goals.
• Effective facilitation experience to include executive level communication and ability to influence.
• 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.
• Demonstrated analytical skills, an ability to translate raw information into actionable strategies and initiatives.

Nice To Haves

• Experience supporting legal, claims, risk, or compliance organizations, preferably in a corporate legal environment
• Understanding of claims operations and litigation workflows, including partnerships with regional counsel
• Experience acting as a strategic business partner to legal and claims leadership
• Demonstrated experience gathering input from stakeholders and translating it into clear insights and recommendations
• US military experience through military service or a military spouse/domestic partner.

Responsibilities

• Guides development and coordination of CoSA strategy.
• Works with CoSA executive management to establish strategic framework to enable short and long-term business goals and objectives.
• Identifies and implements specific processes to manage the business strategic and operational planning process.
• Maintains and aligns business process and frameworks to USAA enterprise strategy process and framework.
• Builds and maintains CoSA specific strategic and operational roadmaps to ensure deliverables are met (current and future).
• Supports integration of change management plans and strategies for large, complex business specific initiatives that align with change management practices.
• Performs primary and secondary research and makes recommendations based on emerging trends, competitive threats, business process improvement, and opportunities
• Guides team members as they perform research and analysis.
• Supports CoSA executive leadership with the design and coordination of the annual strategic planning and operational planning processes.
• Assembles key participants and guides and facilitates cross-functional teams in the strategy development and implementation of business solutions.
• Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.

Benefits

• comprehensive medical, dental and vision plans
• 401(k)
• pension
• life insurance
• parental benefits
• adoption assistance
• paid time off program with paid holidays plus 16 paid volunteer hours
• various wellness programs
• career path planning and continuing education assists employees with their professional goals

What This Job Offers

• Job Type: Full-time
• Career Level: Manager