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Director, Business Strategy and Planning
Director, Business Strategy and Planning-April 2024
San Antonio
Apr 2, 2025
ABOUT USAA
USAA is a private Fortune 150 financial services company that provides banking, insurance, and investment to the military community.
10,000+ employees
Financial Services, Insurance
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About Director, Business Strategy and Planning

  Why USAA?

  Let’s do something that really matters.

  At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all of our employees served in our nation’s military, but we all share in the mission to give back to those who did. We’re working as one to build a great experience and make a real impact for our members.

  We believe in our core values of honesty, integrity, loyalty and service. They’re what guides everything we do – from how we treat our members to how we treat each other. Come be a part of what makes us so special!

  The Opportunity

  As a dedicated Director, Business Strategy and Planning, you will be accountable for leading a team of strategic planning professionals in support of the Bank’s Chief Data and Analytics Office. Team will work closely with CDAO Leadership Team to create, communicate, execute and sustain the strategic business plan which aligns with USAA Strategy, Bank Strategy, and Business Goals and Objectives. Executes responsibilities at a very high level, and effectively communicates with all levels of executives.

  The incumbent will also be accountable for leading a team of strategic planning professionals that implement initiatives, including analysis, oversight and support of business strategy development. Works closely with Executive Management to create, communicate, implement 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.

  We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in San Antonio, TX. Relocation assistance is not available for this position.

  What you'll do:

  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 critical 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.

  Is responsible for 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 Bank Data and Analytics strategy to drive a robust capability in strategy formulation, strategy management, performance management processes and results 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/ Bank Data and Analytics growth strategy and assesses progress of strategy achievement.

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

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

  Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.

  What you have:

  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 leading communication to senior executives, internal colleagues through concise, official and regular updates on status, progress, strategies and roadmaps.

  Strong level business insight in financial services or related industry, and a proven ability to balance critical 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 collected and analyzed data.

  What sets you apart:

  MBA or Graduate Degree preferred.

  Balanced scorecard knowledge and/or certification.

  More than three years of people management experience preferred.

  Program Management experience.

  Strategy Development experience.

  US military experience through military service or a military spouse/domestic partner.

  The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.

  What we offer:

  Compensation: 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 data of the position. The actual salary for this role may vary by location. The salary range for this position is: $120,550 - $230,400 .

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

  Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.

  For more details on our outstanding benefits, please visit our benefits page on USAAjobs.com.

  Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.

  USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

  If you are an existing USAA employee, please use the internal career site in OneSource to apply.

  Please do not type your first and last name in all caps.

  Find your purpose. Join our mission.

  USAA is unlike any other financial services organization. The mission of the association is to facilitate the financial security of its members, associates and their families through provision of a full range of highly competitive financial products and services; in so doing, USAA seeks to be the provider of choice for the military community. We do this by upholding the highest standards and ensuring that our corporate business activities and individual employee conduct reflect good judgment and common sense, and are consistent with our core values of service, loyalty, honesty and integrity.

  USAA attributes its long-standing success to its most valuable resource: our 35,000 employees. They are the heart and soul of our member-service culture. When you join us, you'll become part of a thriving community committed to going above for those who have gone beyond: the men and women of the U.S. military, their associates and their families. In order to play a role on our team, you don't have to be connected to the military yourself – you just need to share our passion for serving our more than 13 million members.

  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.

  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.

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