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.
The Opportunity
As a dedicated Business Strategy and Planning-Mid-Level-Chief of Staff you will provide supports to executive management to identify, develop and communicate specific business strategies across Bank functional areas, applying proficient knowledge of USAA, industry, business development, and financial planning. Conducts 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 of strategy achievement.
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 one of the following locations: San Antonio, TX or Plano, TX. Relocation assistance is not available for this position.
What you'll do:
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Supports the development and coordination of Bank strategy.
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Works with Bank executive management to establish strategic framework that enables short and long-term business goals and objectives.
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Identifies and implements specific processes to run the business strategic and operational planning process.
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Maintains and aligns business process and frameworks to USAA enterprise strategy process and framework.
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Maintains Bank specific strategic and operational roadmaps to ensure results are met (current and future).
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Collaborates with change partners to define change management plans and strategies for large, sophisticated business specific initiatives that often impact the organization and/or enterprise.
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Performs primary and secondary research and analysis and synthesizes findings on market, industry, consumer and competitor trends.
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Supports Bank with the design and coordination of the annual strategic planning and operational planning processes.
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Ensures risks associated with business activities are effectively identified, measured, supervised, and controlled in accordance with risk and compliance policies and procedures.
What you have:
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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.
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4 years of directly related business planning consultation with experience chipping into the development of business strategy short-term and/or long-term goals.
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Proficient level of effective executive level communications and facilitation experience.
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Experience in Project Management.
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Demonstrated business sense in financial services or related industry, and a consistent track record to balance critical thinking with practical implementation skills.
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Demonstrated analytical skills, an ability to translate raw information into actionable strategies and initiatives.
What sets you apart:
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1-2 years of experience in control monitoring and/or testing.
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1-2 years of experience managing financials, including budgeting, forecasting, and allocation.
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Proficient in PowerPoint design & visual storytelling.
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Basic understanding of data programs/processes.
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US military experience through military service or a military spouse/domestic partner.
Compensation range: The salary range for this position is: $69,920 - $133,620.
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.
Top Skills
What We Do
At USAA, our mission is more than just words – it’s the reason we do what we do. Our goal is to be the military community’s provider of choice for insurance, banking, financial products and advice.
Take a look back at our history and you’ll see a strong track record of providing members with the highest level of care and support. And we’re proud to continue helping them achieve better financial futures.
It’s that kind of dedication that’s helped us grow to more than 35,000 employees. Share our passion for serving those who serve? Whether you’re connected to the military or not, we’re always looking for talented individuals to join our team.