Full-Time

Business Strategy and Planning Director

Bank Marketing

Posted on 3/10/2025

USAA

USAA

10,001+ employees

Financial services for military members and families

Compensation Overview

$114.1k - $218k/yr

+ Pay Incentives

Senior, Expert

Tampa, FL, USA + 5 more

More locations: Colorado Springs, CO, USA | Plano, TX, USA | Charlotte, NC, USA | San Antonio, TX, USA | Phoenix, AZ, USA

The position requires the individual to be in the office 4 days per week. Relocation assistance is not available for this position.

Category
Project Management
Strategy Development
Business & Strategy
Required Skills
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.
  • 8 years of directly related business planning consultation experience to include developing business strategy for short-term and/or long-term goals.
  • Experience influencing and managing communication to senior executives, 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, and a proven ability to balance strategic thinking with practical implementation skills.
  • Experience working with clients/customers to realize business issues and develop a strategy for the business’s direction from the gathered insights.
Responsibilities
  • Drives the development and coordination of components within the overarching CoSA strategy.
  • Works with executive management to establish strategic and operational framework that establishes enables short and long-term business goals and key results.
  • Develops specific processes to manage the business strategic and operational planning process.
  • Drives the alignment of business process and frameworks to enterprise strategy, process and framework.
  • Partners with senior-level leaders across functions and channels to develop near- and long-term visions and roadmaps and works with business leaders to manage transition from strategy to execution.
  • Maintains responsibility of integration of change management plans, project documentation and strategies for large, complex business specific initiatives that often impact the organization and/or enterprise.
  • Identifies strengths and weaknesses to evaluate operational effectiveness by establishing best practices and management routines to address gaps.
  • Guides team members as they perform research and analysis.
  • Supports CoSA executive leadership by leading the design, coordination, and governance of the annual strategic planning and operational planning processes.
  • Leads and motivates cross-functional team members in strategy and operational plan development and implementation.
  • Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
Desired Qualifications
  • US military experience through military service or a military spouse/domestic partner.
  • Experience in Marketing strategy to include but not limited to influencing business strategies and solutions, and applying innovative approaches to address business problems.
  • Demonstrates leadership in managing teams and large-scale complex projects across matrixed organization with strong communication skills.
  • Experience with forecasting and financial planning and analytics.
  • Proficiency with data analytics including the ability to analyze and synthesize information to deliver meaningful insights for action to influence business strategies.

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 other financial institutions, USAA's leadership team often 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 national ranking reflects high customer satisfaction and service quality.
  • Digital transformation trends offer USAA opportunities to enhance its banking and insurance platforms.
  • The rise of InsurTech startups presents partnership opportunities for innovative product offerings.

What critics are saying

  • USAA faces increased scrutiny due to past anti-money laundering failures and fines.
  • High California wildfire claims could strain USAA's resources and financial stability.
  • Leadership transition to Juan C. Andrade may cause strategic shifts and operational instability.

What makes USAA unique

  • USAA exclusively serves military members, veterans, and their families, ensuring specialized services.
  • The company offers comprehensive financial products, including insurance, banking, and retirement services.
  • USAA's leadership team has strong military backgrounds, aligning with their member-focused mission.

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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

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

For the second year in a row, USAA was ranked the top financier across the country by American Customer Satisfaction Index - the latest in a series of top marks from national rankers, including Forbes and American Bankers.

Trailstone Insurance Group
Mar 6th, 2025
Is Your Loyalty to USAA Costing You More? Here's What You Need to Know

Failure to prevent money laundering: USAA's banking division was fined $85 million in 2020 and another $140 million in 2022 for failing to implement proper anti-money laundering safeguards.

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

One-Day Conferences Provide Resources and Celebrate Military Families Across the CountryWASHINGTON, March 4, 2025 /PRNewswire/ -- MilSpouseFest (MSF) , the leading event series for modern military spouses, is proud to announce its 2025 programming. Presented by USAA , MSF will make eight stops across seven territories in the United States, including a special gathering at the Military Influencer Conference (MIC) in Atlanta in September.MSF gathers hundreds of military spouses at each event and aims to provide resources and connections for spouses of all seven military branches and veteran communities. Speakers address significant topics such as employment opportunities, mental health, policy change, advocacy, food insecurity, financial readiness, and more. Military Spouse Jobs and Blue Star Families will be onsite to help bridge the gap for military spouses across all service branches. Each event will feature local entertainment, free entry, and a "MSF After Hours" happy hour event.This year, MSF launched the Mighty MilSpouse Award to recognize local spouses who give back to their military and/or veteran community in a meaningful way. Each honoree will be announced at their local MSF event and receive an all-expenses paid trip to the MIC in Atlanta this September, where the Mighty MilSpouse of the Year will be announced

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Lumotive Secures $45M for Global Expansion

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Coverage
Feb 5th, 2025
Usaa Receives Over 3,500 California Wildfire Claims

In a press release,. USAA <i class="fa fa-info-circle company-popover" data-content="h3USAA/h3. div

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