Business Strategy and Planning Director

USAA Life Insurance Company; San Antonio (TX); Hybrid; USD 150,000 - 190,000; Full time

Job summary

USAA Life Insurance Company seeks a dedicated Business Strategy and Planning Director to serve as a strategic partner to the VP, P&C Chief of Staff, bridging strategy to execution across Portfolio Management, Sourcing Insights, and Risk & Controls. The role emphasizes executive liaison, cross-functional alignment, and governance of strategic initiatives.

The position requires strong judgment, synthesis, and communication skills to translate complex information into actionable insights for senior

Qualifications

• Bachelor's degree or 4 years of related experience may substitute in lieu of degree.
• 8 years of related business planning and strategy experience with short- and long-term goals.
• Experience influencing senior executives and communicating status and roadmaps.

Responsibilities

• Develops and coordinates components within the overarching strategy for the function.
• Partner with executive leadership to set strategic and operational frameworks for goals and key results.
• Lead and coordinate annual strategic and operational planning processes across teams.
• Drive alignment of processes to enterprise strategy and roadmaps.
• Mentor cross-functional teams in strategy development and execution.

Skills

Strategic planning

Executive communication

Project management

Cross-functional leadership

Education

Bachelor's degree

Job description

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