Director, Business Strategy and Planning

USAA•San Antonio, TX

23h•Hybrid

About The Position

USAA is seeking a dedicated Director Business Strategy and Planning to lead a team responsible for driving key strategic initiatives and operational routines for the P&C Underwriting and Product Development organization. This role involves fostering proactive, systems-based thinking to translate association priorities, business needs, and operational insights into a clear strategic direction, multi-year roadmaps, and detailed operating plans. The Director will lead their team in supporting strategic planning, governance processes, and routines to ensure initiatives remain aligned, integrated, appropriately sequenced, and positioned to deliver intended outcomes. This role involves actively partnering across multiple functions or business units, operations, communications, and association stakeholders to create visibility into strategic work, identifying dependencies and risks, and driving informed prioritization. Together with the team, they will develop executive-level strategic narratives, planning frameworks, and decision-support materials that enable leaders to balance long-term vision with practical execution while maximizing organizational impact. Strong leadership, communication, and relationship-building skills are essential. This position requires an individual to be in the office 4 days per week and must be based in our San Antonio, TX office. USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with applicable policy and business needs.

Requirements

Bachelor's degree; OR 4 years of relevant education and/or experience.
8 years of directly related business planning consultation experience to include experience leading the development of business strategy for short-term and/or long-term goals.
3 years of direct team lead or management experience.
Experience influencing and managing communication to senior executives, internal colleagues through concise, official and regular updates on status, progress, strategies and roadmaps.
Strong business acumen in financial services or related industry, and a proven ability to balance strategic thinking with practical implementation skills.
Extensive 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

Strategic Vision & Execution: Proven ability to set strategic direction and drive execution, translating insights into actionable plans.
P&C Insurance Acumen: Deep understanding of the P&C insurance market, product development, and regulatory landscape.
Organizational & Process Excellence: Expertise in diagnosing organizational needs, continuous planning processes, and optimizing processes for clarity, accountability, and effectiveness.
Influential Leadership: Ability to influence executives, align diverse stakeholders, and lead teams to achieve strategic goals.
Executive Communication: Skilled in crafting compelling narratives and synthesizing complex information for senior leaders.
Adaptability & Risk Navigation: Proven ability to thrive in fast-paced dynamic environments and proactively manage risks and opportunities.

Responsibilities

Leading a team of strategic planning professionals that execute initiatives, including analysis, oversight and support of business strategy development.
Working closely with Executive Management to create, communicate, execute and sustain the strategic business plans that are aligned with USAA Strategy and the Transformation Plan.
Providing insight to industry best practices and competitive analysis to support the business plan.
Leading Executive Leadership Team member(s) and/or senior executives in the development of short and long-term strategic business goals and vision, encouraging high-level strategic thinking, and supporting development of business-unit and functional strategies.
Facilitating, influencing, collaborating and establishing accountability across senior leadership for strategic direction, planning and action.
Developing, executing, and maintaining policies, standards, and procedures as it relates to the USAA strategy framework.
Overseeing critical risks associated with business objectives and activities to ensure adherence and support to the Enterprise Risk Management Framework.
Maturing and facilitating the strategy management process in alignment with Function or Line of Business strategy to drive a robust capability in strategy formulation, strategy management, performance management processes and deliverables in coordination with 1st and 2nd line.
Identifying and overseeing the required planning budget for the organization to include financial management and adherence and tracking against the approved budget.
Conducting business strategy reviews to set the Function or Line of Business growth strategy and assessing progress of strategy achievement.
Overseeing a team of employees responsible for supporting the development and communication of business plans; driving accountability and providing guidance to team members through performance management and development.
Building and overseeing a team of employees for assigned functional area through ongoing execution of recruiting, development, retention, coaching and support, performance management, and managerial activities.
Ensuring risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.