Director, Product Management – Investment Service Company – Nurturing Team

USAA•Charlotte, NC

7d•Hybrid

About The Position

USAA is launching a new USAA Investment Service Company (ISCO) to serve veterans and their families. ISCO will combine personalized advice with investment products and solutions. The Investment Nurturing team focuses on creating a continuous, personalized, and compliant post-account opening experience across channels to grow member trust, increase engagement, and expand lifetime value. This role is not transactional but uses triggers to build experiences that deepen member relationships with USAA Investment Advisory. The Director, Product Management will support these nurturing efforts by managing a team of individual contributors responsible for formulating product/sales strategy recommendations based on analysis of profitability, competitiveness, and sales performance. This role involves compiling, analyzing, and interpreting data to make strategic and tactical recommendations, defining business questions, and providing insights to improve business performance. The position supports the maintenance of existing products and may lead the development and launch of less complex new products with channel partners, managing and prioritizing deliverables using Agile principles. The role offers a flexible work environment requiring 4 days in the office per week and is based in Plano, TX or Charlotte, NC. Relocation assistance is not available.

Requirements

Bachelor’s degree in Business, Marketing, Supply Chain, Engineering, Finance, Behavioral Psychology or Statistics OR 4 years of relevant education and/or experience (in addition to the minimum years of experience required) may be substituted in lieu of degree (Total of 12 years of experience without bachelor’s degree)
8 years of relevant industry experience in Actuary, Underwriting, Marketing, Distribution or Sales/Service or Finance/Accounting Operations, Financial Services or Wealth Management.
4 years of product management, or similar strategic management experience (similar experience includes direct support in managing product performance).
3 years of direct team lead or management experience.
Knowledge of relevant laws and regulations (i.e. FINRA).
Experienced in market research to create product roadmap, make product decisions and iterate rapidly.
Expert knowledge of applicable product related regulations and, risk and compliance requirements.

Nice To Haves

US military experience through military service or a military spouse/domestic partner
Digital Member Experience Expertise: Experience developing and optimizing digital customer or member experiences that improve engagement, retention, and satisfaction.
Growth Strategy & Journey Optimization Experience: Identifying and implementing strategies that drive digital adoption, deepen relationships, and increase share of wallet (SOW).
Data-Driven Decision-Making: Ability to leverage customer, product, and performance data to identify opportunities, measure outcomes, and inform business recommendations.
Conversion & Lifecycle Management Experience: Improving digital conversion funnels, lead generation programs, and customer lifecycle strategies, including digital-to-human engagement models.
Cross-Functional Influence & Collaboration: Proven ability to partner effectively across Product, Marketing, Digital, Analytics, Operations, and Advisory teams to deliver business outcomes.
Wealth Management Knowledge: Understanding of digital investing, brokerage, managed accounts, and member retention strategies, with familiarity measuring success through AUM growth, satisfaction, and retention metrics.

Responsibilities

Communicating and promoting the product value proposition to the Distribution organization.
Ensuring the product team delivers sales support to all distribution channels (e.g., .com, mobile, contact center) through sales tool and collateral development, and sales training.
Developing new product or sales offerings and enhanced features/services to existing product or sales offerings utilizing Agile methodologies.
Leading research, analysis, and evaluation of performance metrics to drive recommendations for market opportunities or product enhancements.
Leveraging resources to gather data and member information to support product strategy formulation and acquire competitive intelligence.
Partnering with stakeholders to develop communications for product and pricing strategies to key stakeholders and committees.
Building and overseeing a team of employees for the assigned functional area through recruiting, development, retention, coaching, support, performance management, and managerial activities.
Interpreting performance results to inform product or sales forecast and planning.
Ensuring risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.