Full-Time

Business Strategist Lead

P&C Agency

Posted on 3/16/2025

USAA

USAA

10,001+ employees

Financial services for military members and families

Compensation Overview

$143.3k - $258k/yr

+ Pay Incentives

Senior, Expert

San Antonio, TX, USA

Requires in-office presence 4 days per week; relocation assistance is not available.

Category
Strategy Development
Business & Strategy
Required Skills
Market Research
Risk Management
Business Strategy
Data Analysis
Excel/Numbers/Sheets
PowerPoint/Keynote/Slides
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.
  • 8 years of business strategy experience to include 4 years of experience leading strategy engagements.
  • Deep expertise in industries such as financial services and/or insurance.
  • Ability to identify strategic needs and lead all aspects of projects with sound business recommendations and alignment with key business partners.
  • Proven experience influencing business decisions and driving strategic outcomes.
  • Demonstrated experience translating sophisticated business strategy and vision into an executable business process and technology plan and successfully delivering component.
  • Demonstrated technical Consulting Skills including but not limited to, Hypothesis-driven problem solving; Primary Market research (e.g. interviews); Secondary Market research (e.g. desk research); Data analysis (e.g. what-if, sensitivity, etc.); Story Telling; PowerPoint / Excel; Presentation skills; Meeting Leadership
  • Sophisticated quantitative, analytical, written, and verbal communication, and teamwork skills, with the ability to work effectively with cross-functional teams and stakeholders at all levels.
Responsibilities
  • Leverages expert business acumen, critical thinking, abstract thinking, and empathy to independently reframe business problems into business opportunities.
  • Develops custom project approaches to uniquely address the specific needs of each defined initiative, ensuring a deep focus on achieving business objectives.
  • Continuously iterates and refines methodologies to optimize business development.
  • Drives continuous improvement by iteratively refining methodologies and approaches to further evolve the business strategy discipline.
  • Leads diverse audiences, including partners, senior executive leadership, stakeholders and users towards a shared vision and desired outcomes through impactful communication and engagement strategies.
  • Conducts comprehensive strategic analysis employing advanced data analysis skills, to manipulate, interpret and study additional data sources to translate findings into comprehensive actionable insights for further business strategy development.
  • Synthesizes and interprets large amounts of quantitative and qualitative data to build narratives that communicate strategic recommendations These recommendations may include audience and market recommendations; vision, advantage, scope; experience guardrails; journey maps; prototypes; sketches; visual concepts; narratives; white papers; blueprints.
  • Maintains a deep understanding of business needs, goals, and challenges and connects all aspects of the business strategy to tell a cohesive, impactful story aligning to the enterprise corporate strategy.
  • Defines and executes recommendations to improve the business strategy practice, ensuring alignment of business strategies to the enterprise corporate strategy.
  • Elevates experience related opportunities to USAA strategic planning process.
  • Executes and evolves functional strategies developed in partnership with the P&C Agency strategy team.
  • Understands and supports the execution of functional, P&C Agency and enterprise strategies with functional implications.
  • Partners with the P&C Agency strategy team on the USAA strategic planning process.
  • Ensures risks associated with business activities are optimally identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
Desired Qualifications
  • Experience driving excellence in service and satisfaction performance across channels.
  • Knowledge of enterprise market planning and P&C Agency distribution & service business processes.
  • Demonstrated success in sales/acquisition performance.
  • Outstanding ability to harness and leverage data to guide day to day decision making.

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 high customer satisfaction rankings enhance its reputation and customer retention.
  • Sponsorship of MilSpouseFest strengthens brand loyalty among military families.
  • Investment in San Antonio expansion increases operational capacity and local economic impact.

What critics are saying

  • Rising interest rates may reduce demand for USAA's mortgage and loan services.
  • Increased competition from fintechs could erode USAA's market share.
  • Natural disasters could lead to higher insurance claims and financial strain.

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 closely with its 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

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$3.25 Million USAA Data Breach Settlement Claim Before April 7, 2025! Are You Owed a Settlement?

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Mar 10th, 2025
USAA upholds top national ranking by American Customer Satisfaction Index

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PR Newswire
Mar 4th, 2025
Leading Military Spouse Event Series Announces 2025 Programming

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