Executive Operational Planning Director
About The Position
The Executive Operational Planning Director is a strategic thought partner and force multiplier to the Office of the CMO. The role anticipates needs, connects priorities, and translates them into action, ensuring the CMO is prepared to make decisions and move forward. It is a high-trust, high-accountability position requiring forward thinking, attention to detail, solution-oriented ownership, and excellent execution. The role facilitates strategic and operational planning, supports executive communications and briefings, coordinates ELT and Board/Council/Committee requirements, and advises management through research and analysis. It also supports project teams responsible for employee events and business conferences, while ensuring business risks are identified and managed in accordance with risk and compliance policies. The position is based in Charlotte, North Carolina, with a flexible work environment requiring four days per week in the office. Relocation assistance is available.
Requirements
- Bachelor's degree, or four years of relevant education and/or experience.
- Eight years of project/program management experience supporting senior-level executives, corporate event planning, and/or executive-level communications.
- Ability to build strong relationships and work with all levels within the organization.
- Experience developing executive-level briefings in support of EC, CEO, and Board of Directors deliverables.
- Experience preparing and facilitating committee or executive meetings.
- Ability to work in a fast-paced environment, prioritize competing deadlines, and plan proactively.
- Ability to collaborate positively with executive leadership (C-suite) and communicate complex concepts clearly.
- Expert knowledge of Microsoft Office Suite, including Word, Excel, and PowerPoint, for creating executive-level presentations and process documentation.
Nice To Haves
- Ability to anticipate upcoming needs and stay several moves ahead.
- Ability to quickly identify priorities and turn them into action at executive speed.
- Proactive problem-solving, including identifying gaps and pursuing answers before being asked.
- Ability to turn complexity into clear narratives, recommendations, and executive-ready presentations.
- A point of view that improves the work, beyond coordinating it.
- Strong attention to detail and consistent delivery of leadership-ready work.
- Ability to connect people, drive follow-through, and respectfully push work to completion.
- Demonstrated alignment with USAA behaviors, including building trust, taking ownership, collaborating across boundaries, and serving others.
Responsibilities
- Facilitate strategic and operational planning and implementation processes so management understands processes, goals, objectives, and strategies.
- Lead coordination and documentation of progress toward business goals, objectives, strategies, and action-plan results.
- Partner with Corporate Communications and the Chief of Staff team to define communication objectives and message content in alignment with executive guidance, corporate mission and objectives, and employee, member, and public communication needs.
- Evaluate message relevance for intended audiences and ensure communication consistency and accuracy; identify and implement innovative communication tactics.
- Advise management and negotiate approval of deliverable materials with executive management and subject-matter experts before obtaining final approval from a senior executive or Executive Leadership Team member.
- Support and advise management through research and analysis of internal and external business data, industry best practices, and competitive information.
- Develop, coordinate, and submit relevant ELT and Board/Council/Committee-driven requirements on time.
- Oversee and support project teams developing and implementing employee events and business conferences.
- 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)
- Pension
- Life insurance
- Parental benefits
- Adoption assistance
- Paid time off
- Paid holidays
- 16 paid volunteer hours
- Wellness programs
- Career path planning
- Continuing education
- Relocation assistance
- Potential pay incentives based on corporate and individual performance and at the discretion of the USAA Board of Directors
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What This Job Offers
Job Type
Full-time
Career Level
Director
