Business Strategy and Planning Manager

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

The Business Strategy and Planning manager leads strategic planning, governance and execution activities that support the Senior Member Value Officer and Member Value organization. This role partners with executive management to develop, connect and communicate business strategies and priorities across functional areas. Serving as a key integrator across Member Value, Lines of Business and Functions, the director applies knowledge of USAA, financial services, business performance, resource considerations and organizational priorities to connect strategy to execution and inform executive decision-making. The director leads analyses of business needs, emerging opportunities, performance insights, and environmental trends while driving integrated planning, governance and operating rhythms that align priorities, surface dependencies and trade-offs, and advance key business and member outcomes.

We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position is based in San Antonio, TX.

Relocation assistance is not available for this position.

What you’ll do

• Supports the development and coordination of Member Value strategy, strategic priorities and execution plans in partnership with the Senior Member Value Officer and Member Value leadership.
• Works with executive management to establish strategic and operational frameworks that support short- and long-term business goals, key results and measurable member outcomes.
• Translates Member Value strategy and priorities into integrated plans, roadmaps, governance routines and decision support that enable coordinated execution across Lines of Business and Functions.
• Leads the design, coordination and governance of strategic and operational planning and business review processes that align Member Value priorities with USAA’s broader strategy and organizational objectives.
• Establishes and manages governance forums and operating rhythms that promote alignment, effective decision-making, accountability and coordinated execution across Lines of Business and Functions.
• Partners with senior leaders across Lines of Business and Functions to develop near- and long-term plans and support the transition from strategy to execution.
• Synthesizes member insights, business performance, operational metrics and emerging trends to identify risks, opportunities and recommendations that inform executive decision-making.
• Develops executive communications, strategic narratives, recommendations and performance updates that provide clarity on priorities, progress, risks, decisions and business outcomes.
• Facilitates cross-functional planning and governance discussions to address execution challenges, remove barriers and maintain alignment with Member Value objectives.
• Evaluates industry trends, business needs, performance opportunities and operational effectiveness to develop strategic recommendations for Member Value leadership.
• Integrates change management considerations into strategic and operational plans for large, complex initiatives affecting multiple Lines of Business, Functions or member journeys.
• Leads and influences cross-functional teams in the development and implementation of strategic and operational plans.
• Builds trusted relationships across the organization to influence without direct authority, strengthen shared accountability and support a member-first mindset.
• 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 place of a degree.
• 6 years of directly related business strategy, planning or business planning consultation experience, including contributing to the development of short- or long-term business strategies and goals.
• Experience partnering with business leaders to assess business needs and lead strategic and operational planning, governance, performance reviews or execution management within a complex, matrixed organization.
• Experience partnering with executive management and senior leaders to align priorities, support decisions and advance strategic initiatives across functional areas.
• Effective facilitation experience, including executive-level communication and the ability to influence outcomes without direct authority.
• Experience synthesizing complex information into concise executive communications, strategic recommendations, roadmaps and performance insights that clarify progress, risks, decisions and business outcomes.
• Experience identifying and managing strategic dependencies, execution risks, resource considerations, trade-offs and competing priorities.
• Project or program management experience supporting complex, cross-functional business initiatives.
• Strong business and financial acumen, with the ability to balance strategic thinking with practical execution.
• Experience supporting change management, strategic execution or the implementation of new operating practices across multiple teams or functional areas.

What sets you apart

• Experience supporting a senior executive or leadership team in a complex strategy, planning, governance or business execution role.
• Experience developing and managing governance structures, operating rhythms, executive decision forums and performance management routines.
• Demonstrated executive presence and judgment, with the ability to navigate complex executive-level discussions and translate priorities into clear direction and action.
• Proven ability to synthesize complex information, navigate ambiguity and create clarity across competing priorities.
• Experience aligning senior leaders and cross-functional stakeholders around shared priorities, decisions and execution plans.
• Exceptional executive communication skills, including executive-level writing, strategic storytelling, synthesis and presentation development.
• Experience in financial services, insurance or another highly regulated industry.
• US military experience through military service or as a military spouse or domestic partner.

Compensation range: The salary range for this position is: $93,770- $168,790.

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.