Business Strategy and Planning Manager

USAA Life Insurance Company; San Antonio (TX); Hybrid; USD 120,000 - 160,000; Full time

Job summary

USAA Life Insurance Company in San Antonio, TX seeks a Business Strategy and Planning Manager to drive strategic planning, governance and execution for the Member Value organization. You will partner with executive management to connect strategy to execution, delivering analyses of performance, opportunities and trends that inform decision-making.

This role requires in-office presence at least four days per week in San Antonio, with relocation not offered.

Qualifications

• Bachelor's degree or equivalent experience; 4+ years in strategy planning/ execution.
• Experience leading strategic and operational planning, governance and performance reviews.
• Proven ability to align priorities and drive cross-functional initiatives across a large organization.

Responsibilities

• Supports development and coordination of Member Value strategy, strategic priorities and execution plans with Senior leadership.
• Establishes strategic and operational frameworks to meet short- and long-term goals and measurable outcomes.
• Translates strategy into integrated plans, roadmaps, governance routines and decision support for coordinated execution.
• Leads governance and operating rhythms that align priorities with broader strategy and objectives.
• Partners with senior leaders to develop near- and long-term plans and facilitate strategy-to-execution transitions.
• Synthesizes insights and performance data to identify risks, opportunities and inform decisions.

Skills

Strategic planning

Governance

Cross-functional leadership

Executive communications

Education

Bachelor's degree or equivalent experience

Experience in strategy planning in a matrixed organization

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

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 facilitati