Business Strategy and Planning Manager

USAA•San Antonio, TX

1d•Hybrid

About The Position

The Business Strategy and Planning Manager leads strategic planning, governance, and execution activities that support the Senior Member Value Officer and Member Value organization. The role partners with executive management to develop, connect, and communicate business strategies and priorities across functional areas. As an integrator across Member Value, Lines of Business, and Functions, the manager applies knowledge of USAA, financial services, business performance, resource considerations, and organizational priorities to connect strategy to execution and inform executive decision-making. The manager leads analyses of business needs, emerging opportunities, performance insights, and environmental trends. The role drives integrated planning, governance, and operating rhythms to align priorities, surface dependencies and trade-offs, and advance business and member outcomes. The position is based in San Antonio, Texas, with a flexible work environment requiring four days per week in the office. Relocation assistance is not available. USAA’s mission is to empower its members to achieve financial security through competitive products, exceptional service, and trusted advice, and to be the first choice for the military community and their families. USAA states that its core values are honesty, integrity, loyalty, and service, and that it supports active-duty military spouses. Remote or hybrid flexibility for active-duty military spouses may be available consistent with policy and business needs.

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 clarifying progress, risks, decisions, and 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, with 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 development and coordination of Member Value strategy, strategic priorities, and execution plans in partnership 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 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 and USAA’s broader strategy.
Establish and manage governance forums and operating rhythms that promote alignment, effective decisions, accountability, and coordinated execution.
Partner with senior leaders across Lines of Business and Functions to develop near- and long-term plans and transition strategy into 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 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 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 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.