Executive Operational Planning Manager

USAA•Charlotte, NC

3d•$99,580 - $179,240•Hybrid

About The Position

At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful. We are proud to support active-duty military spouses. USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with applicable policy and business needs. As an Executive Operational Planning Manager, you will serve as the strategic advisor and operational partner to USAA's Charlotte office General Manager, ensuring effective execution of business priorities, organizational objectives and regional initiatives. You will work closely with Charlotte teammates, association stakeholders, and functional partners to execute campus, culture, community, and safety initiatives ensuring the Charlotte office operates with excellence and purpose. You will manage the day-to-day Charlotte campus operations, fostering a workplace environment that supports employee engagement, culture, safety and operational excellence. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position is based in: Charlotte, NC – CENTS. Relocation assistance is not available for this position.

Requirements

Bachelor's degree; OR 4 years of relevant education and/or experience.
6 years of project/program management experience supporting senior level executives, corporate event planning and/or managing executive level communications.
Ability to build strong relationships and to work with all levels within the organization.
Experience developing executive level briefings in support of EC, CEO and BoD deliverables.
Demonstrated capability to navigate in a fast-paced environment and prioritize tasks with competing deadlines.
Demonstrated ability to manage confidential information.
Ability to interact and collaborate positively with executive leadership and communicate concepts clearly.
Advanced knowledge of Microsoft Office Suite to include Word, Excel and PowerPoint.

Nice To Haves

Deep appreciation for USAA's mission and a personal connection to or passion for serving the military community.
Strong local community involvement experience in Charlotte, North Carolina.
Experience operating in highly matrixed organizations.
Enthusiasm for in-person work and a passion for empowering and engaging teams.
Confidence engaging with senior executives, general managers, or regional/site leadership teams.
Experience coordinating cross-functional operational initiatives and executive operating rhythms.
Demonstrated ability to manage competing priorities in fast-moving environments with limited direction.
Financial services industry experience.
Strong communication skills, problem-solving ability, and a strategic, forward-thinking mindset.

Responsibilities

Partners with regional leadership, association stakeholders, and functional teams to plan, implement, and evaluate programs that advance business objectives.
Act as the primary liaison between the Regional General Manager, business leaders, and association partners to facilitate communication, alignment and execution of key initiatives across the organization.
Manages regional budgets and financial planning activities, ensuring responsible stewardship of resources and adherence to financial objectives.
Provides comprehensive operational support for the Charlotte office, encompassing facilities management, real estate, and business continuity planning.
Manages service level agreements (SLAs) for all support functions, ensuring adherence to service standards.
Coordinates executive-level communications, presentations, briefing materials, and leadership messaging to keep the Charlotte team informed and connected with USAA’s mission, culture, and organizational priorities.
Builds and maintains strategic partnerships with Charlotte leadership, employees, and external organizations to foster collaboration and drive successful execution of regional priorities.
Drive and Enable campus, culture, and community initiatives for the USAA Charlotte team, promoting volunteerism, employee engagement and a positive work environment.
Partners with local and association event teams to support planning and execution of site programming of employee events, leadership meetings, and engagement activities to enhance connection with the military community.
Serve as a designated delegate of the GM in meetings — acting as proxy, monitors, tracks, and communicates progress of commitments and ensuring follow-through.
Surface and elevate issues to the GM, driving engagement initiatives and removing operational friction.
Identifies and assess operational bottlenecks and risks, develop mitigation strategies.
Coordinates across full range of local and association functions including marketing, corporate impact, military affairs, protective security, human resources, government affairs, compliance, and finance.
Facilitates tactical and operational planning and implementation processes to assure that management is knowledgeable of process, goals, objectives and strategies.
Monitors, coordinates, documents, and communicates progress toward achievement of business goals, objectives, strategies and action plan results.
Evaluates the relevance of messages for intended audience and ensures consistency and accuracy.
Provides advice and guidance and negotiates approval of communication materials with executive management and subject-matter experts prior to securing final approval from senior executive or Executive Leadership Team member.
Ensures deliverables meet established standards of appearance and content and that all logistical requirements are satisfied.
Responsible for the development, coordination and timely submission of relevant, broader level ELT and Board/Council/Committee driven requirements.
Provides oversight and support to project teams in development and implementation of departmental employee events and business conferences.
Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.