Director, Business Strategy and Planning

Purpose of Job

Holds accountability to USAA Executive Management to create, communicate, execute and sustain the strategic business plan. Maintains business plan alignment to USAA Strategy and the Transformation Plan. Responsible for conducting business plan reviews. Guides industry and competitive analysis to support business plan. Manages a small, highly skilled team of employees responsible for supporting the development and communication of business plans.

Job Requirements

• Facilitates, influences, collaborates and establishes accountability across senior leadership for strategic direction, planning and action.
• Drives Business Intelligence by identifying intelligence gaps, profiling dynamic markets, and conducting competitor analyses.
• Assesses and interprets industry trends, market size and structure.
• Manages the planning process and creates dynamic planning systems
• Develops, maintains and aligns business process and framework to USAA strategy process and framework.
• Identifies and implements specific tools including, but not limited to, scenario planning, market & customer segmentation, business unit plan & review, analyses of gaps, profitability, and portfolio and operations processes.
• Develops strong relationships with partners at all levels and helps align planning and budgeting processes.
• Conducts business strategy reviews to set the business/CoSA growth strategy and assesses progress of strategy achievement
• Works with executive council member(s) and/or senior executives to refine strategic foundations and develop short and long-term strategic business goals and vision, pursuing business model innovation, encouraging high-level strategic thinking, and supporting development of business-unit and functional strategies.

Minimum Experience:

• Bachelor’s Degree; 4 additional years of related experience beyond the minimum required may be substituted in lieu of a degree
• 8 or more years financial services experience
• 3 or more years leadership experience
• Operations, product management and/or business planning experience
• Demonstrated business acumen in financial services and a proven ability to balance strategic thinking with practical implementation skills

*Qualifications may warrant placement in a different job level*

When you apply for this position, you will be required to answer some initial questions. This will take approximately 5 minutes. Once you begin the questions you will not be able to finish them at a later time and you will not able to change your responses.

Preferred Experience:

• 3+ years’ experience directly supporting the Board of Directors
• 3+ years’ regulatory compliance experience in a large financial institution and/or highly matrixed environment related to banking regulations and compliance
• 5+ years’ experience supporting senior level executives
• Demonstrated experience with strong business process acumen and/or project management
• Master’s degree in Project Management, Finance, Business or related field
• Strong attention to detail

The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.

At USAA our employees enjoy one of the best benefits package in the business, including a flexible business casual or casual dress environment, comprehensive medical, dental and vision plans, along with wellness and wealth building programs. Additionally, our career path planning and continuing education will assist you with your professional goals.

USAA also offers a variety of on-site services and conveniences to help you manage your work and personal life, including seven cafeterias, two company stores and three fitness centers.

Relocation assistance is not available for this position.

For Internal Candidates:

Must complete 12 months in current position (from date of hire or date of placement), or must have manager’s approval prior to posting.

Last day for internal candidates to apply to the opening is 1/13/20 by 11:59 pm CST time.