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Job Information

USAA Director, Business Strategy and Planning in Charlotte, North Carolina

Purpose of Job

This position is considered a Hybrid work location - includes both work from home and any of the USAA offices.

Provides support and guidance to executive management to identify, develop and communicate specific business strategies across CoSA functional areas, utilizing expert knowledge of USAA, industry, business development, and financial planning. Leads strategic analyses of business needs and environmental trends in support of business strategy development and planning processes and, as appropriate, enterprise strategy and planning processes. Conducts business strategy reviews to assess progress and drive awareness of strategy achievement.

Accountable for leading a team of strategic planning professionals that execute initiatives, including analysis, oversight and support of business strategy development. Works closely with Executive Management to create, communicate, execute and sustain the strategic business plan that are aligned with USAA Strategy and the Transformation Plan. Provides insight to industry best practices and competitive analysis to support business plan.

Job Requirements

About USAA

USAA knows what it means to serve. We facilitate the financial security of millions of U.S. military members and their families. This singular mission requires a dedication to innovative thinking at every level.

Tasks and Responsibilities:

  • Identifies and manages existing and emerging risks that stem from business activities and the job role.

  • Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled.

  • Follows written risk and compliance policies, standards, and procedures for business activities.

  • Leads Executive council member(s) and/or senior executives in the development of short and long-term strategic business goals and vision, encourage high-level strategic thinking, and support development of business-unit and functional strategies.

  • Facilitates, influences, collaborates and establishes accountability across senior leadership for strategic direction, planning and action.

  • Accountable for the development, execution, and maintenance to the policies, standards and procedures as it relates to the USAA strategy framework.

  • Oversees critical risks associated with their business objectives and activities to ensure they adhere to and support Enterprise Risk Management Framework.

  • Matures and facilitates the strategy management process in alignment with CoSA Strategy to drive a robust capability in strategy formulation, strategy management, performance management processes and deliverables in coordination with 1st and 2nd line.

  • Responsible for the identification and oversight of the required planning budget for the organization to include financial management and adherence and tracking against the approved budget.

  • Conducts business strategy reviews to set the business/CoSA growth strategy and assesses progress of strategy achievement

  • Oversees a team of employees responsible for supporting the development and communication of business plans; drives accountability and provides guidance to team members through performance management and development.

  • Builds and oversees a team of employees for assigned functional area through ongoing execution of recruiting, development, retention, coaching and support, performance management, and managerial activities.

Minimum Education and Experience:

  • 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 experience leading the development of business strategy for short-term and/or long-term goals.

  • 3 years of direct team lead or management experience.

  • Experience influencing and managing communication to senior executives, internal colleagues through concise, official and regular updates on status, progress, strategies and roadmaps.

  • Strong level business acumen in financial services or related industry, and a proven ability to balance strategic thinking with practical implementation skills.

  • Extensive experience working with clients/customers to realize business issues and develop a strategy for the business’s direction from the gathered insights.

Preferred Skills:

  • Self starter

  • Significant knowledge of process improvement/management.

  • Ability to track/monitor KPI’s and influence business decisions based on desired outcomes.

  • Significant experience in change management.


USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market position. The salary range for this position is: $117,600 - $211,700.

Employees may be eligible for pay incentives based on overall corporate and individual performance or at the discretion of the USAA Board of Directors.

Geographical Differential : Geographic pay differential is additional pay provided to eligible employees working in locations where market pay levels are above the national average.

Shift premium will be addressed on an individual-basis for applicable roles that are consistently scheduled for non-core hours.

Please click on the link below for more details.

USAA Total Rewards (https://hrportal.ehr.com/usaa/Prospective-Employees)

Relocation assistance is not available for this position.


USAA is an EEO/AA Employer - applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law.