Director of Strategy & Planning, Investment Services

USAA Life Insurance Company; Texas; In loco; USD 140.000 - 190.000; Tempo pieno

Descrizione del lavoro

USAA Life Insurance Company in Plano, TX, seeks a Senior Director of Business Strategy and Planning to partner with Investment Advisory leadership, driving strategy development, governance, and cross-functional execution in a financial services environment. The role requires 8+ years in business planning consulting, proven ability to influence senior executives, and strong project management.

You will navigate ambiguity, synthesize complex topics, and align initiatives with enterprise strategy

Competenze

• Bachelor's degree; OR 4 years of relevant education and/or experience.
• 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 execution.

Mansioni

• 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 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.
• Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.

Conoscenze

Strategic planning

Executive communication

Project management

Financial services

Stakeholder influence

Formazione

Bachelor's degree or equivalent

Descrizione del lavoro

USAA Life Insurance Company in Plano, TX, seeks a Senior Director of Business Strategy and Planning to partner with Investment Advisory leadership, driving strategy development, governance, and cross-functional execution in a financial services environment. The role requires 8+ years in business planning consulting, proven ability to influence senior executives, and strong project management.

You will navigate ambiguity, synthesize complex topics, and align initiatives with enterprise strategy