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About the role
Key responsibilities & impact- Drive development and coordination of components within the overarching strategy for the function
- Work with executive management to establish strategic and operational frameworks enabling short- and long-term business goals and key results
- Develop processes to manage business strategic and operational planning
- Align business processes and frameworks with enterprise strategy, processes and frameworks
- Partner with senior leaders across functions and channels to develop near- and long-term visions and roadmaps
- Help business leaders manage the transition from strategy to execution
- Integrate change management plans, project documentation and strategies for large, complex business-specific initiatives
- Identify strengths and weaknesses and establish best practices and management routines to address operational gaps
- Guide team members performing research and analysis
- Lead design, coordination and governance of annual strategic and operational planning processes
- Lead and motivate cross-functional team members in strategy and operational plan development and implementation
- Ensure business risks are identified, measured, monitored and controlled according to risk and compliance policies and procedures
- Conduct business strategy reviews to assess progress, identify emerging needs, and drive accountability for strategy achievement
- Provide support and guidance to executive management for business strategy and priority decisions
Requirements
What you’ll need- Bachelor's degree; OR 4 years of relevant education and/or experience
- 8 years of directly related business planning consultation experience, including developing business strategy for short-term and/or long-term goals
- Experience influencing and managing communication to senior executives and internal colleagues through concise, official and regular updates on status, progress, strategies and roadmaps
- Extensive experience in Project Management
- Strong business acumen in financial services or related industry
- Ability to balance strategic thinking with practical implementation skills
- Experience working with clients/customers to identify business issues and develop business direction strategies from gathered insights
- Previous experience working in a chief of staff position
- Previous program management experience
- Demonstrated executive presence and judgment
- Ability to serve as a trusted strategic partner to senior leaders and navigate complex executive-level discussions
- Ability to translate priorities into clear direction and action
- Ability to synthesize complex information, navigate ambiguity, and create clarity and strategic direction across competing priorities
- Strong influencing and relationship-building skills
- Ability to align senior leaders and cross-functional stakeholders
- Strong business and financial acumen
- Exceptional executive communication skills, including executive-level writing, strategic storytelling, synthesis, and presentation development
- Must not require immigration support or visa sponsorship, including H-1B, TN, or STEM OPT Training Plans
Benefits
Comp & perks- Comprehensive medical, dental and vision plans
- 401(k)
- Pension
- Life insurance
- Parental benefits
- Adoption assistance
- Paid time off program
- Paid holidays
- 16 paid volunteer hours
- Various wellness programs
- Career path planning
- Continuing education
- Pay incentives based on overall corporate and individual performance, at the discretion of the USAA Board of Directors
- Remote or hybrid flexibility may be available for active-duty military spouses, consistent with applicable policy and business needs