Full-Time

Business Strategy and Planning-Mid-Level I-Strategy

Posted on 4/25/2025

Deadline 4/30/25
USAA

USAA

10,001+ employees

Financial services for military community members

Compensation Overview

$69.9k - $133.6k/yr

+ Pay Incentives

Mid

No H1B Sponsorship

Plano, TX, USA + 1 more

More locations: San Antonio, TX, USA

Requires in-office presence 4 days per week. Relocation assistance is not available for this position.

Category
Project Management
Strategy Development
Business & Strategy
Required Skills
Market Research
Risk Management
Business Strategy
Requirements
  • Bachelor's degree: OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree.
  • 4 years of directly related business planning consultation with experience chipping into the development of business strategy short-term and/or long-term goals.
  • Proficient level of effective executive level communications and facilitation experience.
  • Experience in Project Management.
  • Demonstrated business sense in financial services or related industry, and a consistent track record to balance critical thinking with practical implementation skills.
  • Demonstrated analytical skills, an ability to translate raw information into actionable strategies and initiatives.
Responsibilities
  • Supports the development and coordination of Bank strategy.
  • Works with Bank executive management to establish strategic framework that enables short and long-term business goals and objectives.
  • Identifies and implements specific processes to run the business strategic and operational planning process.
  • Maintains and aligns business process and frameworks to USAA enterprise strategy process and framework.
  • Maintains Bank specific strategic and operational roadmaps to ensure results are met (current and future).
  • Collaborates with change partners to define change management plans and strategies for large, sophisticated business specific initiatives that often impact the organization and/or enterprise.
  • Performs primary and secondary research and analysis and synthesizes findings on market, industry, consumer and competitor trends.
  • Supports Bank with the design and coordination of the annual strategic planning and operational planning processes.
  • Ensures risks associated with business activities are effectively identified, measured, supervised, and controlled in accordance with risk and compliance policies and procedures.
Desired Qualifications
  • 1-2 years of experience in control monitoring and/or testing.
  • 1-2 years of experience managing financials, including budgeting, forecasting, and allocation.
  • Basic understanding of data programs/processes.
  • US military experience through military service or a military spouse/domestic partner.

USAA provides financial services specifically for the military community, including active-duty members, veterans, and their families. They offer a variety of products such as auto, home, life, and health insurance, as well as banking services like checking and savings accounts, credit cards, loans, and mortgages. Their retirement services include investment options and personalized financial planning. USAA operates on a membership model, allowing only military members and their families to join, which helps them understand and meet the unique financial needs of this community. Unlike many other financial institutions, USAA's leadership team has military backgrounds, reinforcing their commitment to serving their members with a focus on financial wellness and community support.

Company Size

10,001+

Company Stage

N/A

Total Funding

N/A

Headquarters

San Antonio, Texas

Founded

1922

Simplify Jobs

Simplify's Take

What believers are saying

  • USAA's top ranking by the American Customer Satisfaction Index boosts its customer service reputation.
  • The CarAdvise Fuel Program offers members discounts at over 60,000 locations nationwide.
  • USAA's $39 million investment in San Antonio indicates a focus on growth and infrastructure.

What critics are saying

  • USAA's $3.25 million data breach settlement highlights vulnerabilities in cybersecurity measures.
  • The $140 million fine in 2022 indicates potential regulatory compliance issues.
  • USAA's investment in Near Space Labs, Inc. exposes it to startup investment risks.

What makes USAA unique

  • USAA exclusively serves military members, veterans, and their families, ensuring specialized services.
  • The company offers competitive auto insurance rates and banking services with no monthly fees.
  • USAA's leadership team, with military backgrounds, aligns with the company's mission and values.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

401(k) Retirement Plan

401(k) Company Match

Parental Leave

Adoption Assistance

Paid Vacation

Paid Holidays

Wellness Program

Professional Development Budget

Company News

Auto Connected Car
May 21st, 2025
Memorial Day Kicks Off the '100 Deadliest Days' for Teen Drivers

To combat these dangers, USAA has introduced a Safe Driving Simulator, a five-minute interactive experience that places users behind a virtual wheel, confronting them with real-world distractions such as loud music and phone notifications.

Business Wire
May 14th, 2025
USAA Appoints Brian Goldman as Chief Risk Officer

USAA appoints Brian Goldman as Chief Risk Officer.

Near Space Labs
Apr 29th, 2025
We've Raised Our Series B. Here's What Comes Next

Today, I'm thrilled to announce a major milestone on that journey: Near Space Labs, Inc. has raised $20 million in Series B funding, led by Bold Capital Partners, with participation from USAA, Climate Capital, Gaingels, and River Park Ventures.

Intelligence360
Apr 22nd, 2025
Usaa To Spend $39 Million To Occupy 65,000 Square Feet Of Space In San Antonio Texas.

USAA to spend $39 Million to occupy 65,000 square feet of space in San Antonio Texas. USAA to spend $39 Million to occupy 65,000 square feet of space in San Antonio Texas.San Antonio, Texas — According to state and local development sources, USAA plans to invest $39,000,000.00 to build out 65,000 square feet of new space in San Antonio. The company plans to occupy the new space at 9800 Fredericksburg Road in San Antonio, on or about February 1, 2027. According to the company website At USAA, our mission is more than just words its the reason we do what we do. Our goal is to be the military communitys provider of choice for insurance, banking, financial products and advice. Take a look back at our history and you’ll see a strong track record of providing members with the highest level of care and support

Andalusia Star-News
Apr 3rd, 2025
USAA Perks(R) and CarAdvise Introduce the CarAdvise Fuel Program for Members, Offering Discounts at Over 60,000 Locations Nationwide

SAN ANTONIO and CHICAGO, April 3, 2025 /PRNewswire/ - USAA Perks(R) and CarAdvise today announced the launch of the CarAdvise Fuel program, a new initiative designed to help USAA members save on fuel at more than 60,000 locations across the United States.

INACTIVE