Business Strategy and Planning Director

Why USAA?

At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.

Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful.

We are proud to support active-duty military spouses. USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with applicable policy and business needs.

The Opportunity

We are seeking a dedicated Business Strategy and Planning Director to serve as a strategic partner to the Vice President, P&C Chief of Staff, helping connect strategy to execution.

This role sits at the center of the P&C Chief of Staff organization and works horizontally across Chief of Staff Operations, Special Programs, Strategic Sourcing Insights, Portfolio Management, and Business Risk & Controls to ensure alignment, coordination, and readiness across priorities, decisions, and executive commitments. Working closely with the Chief of Staff leadership team, this individual will identify connections across initiatives, surface interdependencies, and emerging risks, and help create clarity where multiple priorities converge.

The P&C Chief of Staff organization serves as a force multiplier for the business, bringing together strategy, portfolio management, governance, risk management, sourcing insights, operational planning, and executive routines to help leaders make informed decisions and accelerate outcomes. This role plays a critical part connecting work across the organization, translating complex information into actionable insights, and helping leaders maintain a clear view of progress, opportunities, risks, and decisions.

Success in this role requires strong executive judgment, exceptional synthesis and communication skills, business acumen, and the ability to influence across diverse stakeholders. The ideal candidate anticipates organizational needs and brings structure, alignment, and momentum to complex, cross-functional work.

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

What you’ll do:

• Drives the development and coordination of components within the overarching strategy for the Function.
• 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 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.

What you’ll 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 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.

What sets you apart:

• Demonstrated experience as a trusted strategic partner, with sound judgment in complex, sensitive, and high-visibility matters.
• Proven ability to work across diverse teams, connect priorities and dependencies, and build alignment across matrixed teams.
• Ability to synthesize complex concepts into clear insights, recommendations, and executive-level communications.
• Strong business acumen, with the ability to connect strategy, performance, resources, risk, and execution to inform leadership decisions.
• Demonstrated ability to anticipate organizational needs, identify issues requiring attention, and support readiness across competing priorities.
• Experience in or closely supporting a Chief of Staff organization, business strategy and planning function, portfolio management office, executive operations team, or similarly cross-functional environment.
• Ability to work out of the San Antonio office 4 days a week.

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: The salary range for this position is: $114,080-$205,340.

USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).

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.

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

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.

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, 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.