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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in product management, sales strategy formulation, and team leadership within the financial services sector. Proficient in leveraging data analytics for strategic decision-making and optimizing customer experiences across digital platforms.
Highest-signal resume keywords
Product Management ExperienceTeam LeadershipMarket ResearchAgile MethodologiesFinancial Services Knowledge
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Data AnalysisSales Strategy DevelopmentProduct Lifecycle ManagementRisk and Compliance KnowledgeDigital Customer Experience OptimizationPerformance Metrics EvaluationGrowth Strategy ImplementationProduct Roadmap CreationSales Training DevelopmentMarket Opportunity Identification
Soft Skills
Cross-Functional CollaborationCoaching and DevelopmentCommunication SkillsStrategic ThinkingPerformance Management
Industry Keywords
FINRA RegulationsWealth ManagementInvestment ServicesDigital InvestingBrokerageMember Retention StrategiesSales PerformanceDistribution ChannelsCustomer Lifecycle StrategiesLead Generation Programs
About the role
Key responsibilities & impact- Manage a team of individual contributors supporting Investment Nurturing efforts within USAA Investment Services Company
- Formulate product and sales strategy recommendations based on profitability, competitiveness and sales performance across the product life cycle
- Compile, analyze and interpret data to make strategic and tactical recommendations or decisions about sales and product performance
- Define business questions and provide insights to improve business performance
- Support maintenance of existing products and lead development and launch of less complex new products with channel partners
- Manage and prioritize deliverables according to Agile principles
- Communicate and promote the product value proposition to the Distribution organization
- Ensure product teams deliver sales support across distribution channels, including .com, mobile and contact center
- Develop sales tools, collateral and sales training
- Develop new product or sales offerings and enhanced features using Agile methodologies
- Lead research and evaluate performance metrics to identify market opportunities and product enhancements
- Gather member data and competitive intelligence to formulate product strategy
- Partner with stakeholders to develop product and pricing strategy communications
- Build and oversee a team through recruiting, development, retention, coaching, performance management and managerial activities
- Interpret performance results to inform product or sales forecasting and planning
- Identify, measure, monitor and control business risks in accordance with risk and compliance policies
Requirements
What you’ll need- Bachelor’s degree in Business, Marketing, Supply Chain, Engineering, Finance, Behavioral Psychology or Statistics OR 4 years of relevant education and/or experience may be substituted in lieu of degree, for a total of 12 years of experience without a bachelor’s degree
- 8 years of relevant industry experience in Actuary, Underwriting, Marketing, Distribution or Sales/Service, Finance/Accounting Operations, Financial Services or Wealth Management
- 4 years of product management or similar strategic management experience
- 3 years of direct team lead or management experience
- Knowledge of relevant laws and regulations, including FINRA
- Experience in market research to create product roadmaps, make product decisions and iterate rapidly
- Expert knowledge of applicable product-related regulations and risk and compliance requirements
- US military experience through military service or as a military spouse/domestic partner
- Experience developing and optimizing digital customer or member experiences
- Experience identifying and implementing growth strategies and journey optimization
- Ability to leverage customer, product and performance data for decision-making
- Experience improving digital conversion funnels, lead generation programs and customer lifecycle strategies
- Proven cross-functional collaboration across Product, Marketing, Digital, Analytics, Operations and Advisory teams
- Understanding of digital investing, brokerage, managed accounts and member retention strategies
- Must not require immigration support or visa sponsorship now or in the future
Benefits
Comp & perks- Flexible work environment
- Remote or hybrid flexibility for active-duty military spouses, consistent with applicable policy and business needs
- Relocation assistance is not available
- Pay incentives may be available based on overall corporate and individual performance, at the discretion of the USAA Board of Directors
- 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
- Wellness programs
- Career path planning
- Continuing education assistance