Executive Operational Planning Director

USAA Life Insurance Company; Charlotte (NC); On-site; USD 180,000 - 240,000; Full time

Job summary

USAA Life Insurance Company in Charlotte, NC seeks an Executive Operational Planning Director to serve as a strategic thought partner for the Office of the CMO, turning priorities into action at executive speed. The role requires high trust, accountability, and strong problem-solving and communication skills.

The position is based in Charlotte with a flexible work environment; relocation support is available. 4 days in-office per week are required.

Qualifications

• Bachelor's degree or 4 years of relevant education and/or experience.
• 8 years of project/program management experience supporting senior level executives, corporate event planning and/or managing executive level communications.
• Ability to build strong relationships and to work with all levels within the organization.
• Experience developing executive level briefings in support of EC, CEO and BoD deliverables.
• Experience in Committee / Executive meeting preparation and facilitation.
• Demonstrated capability to navigate in a fast-paced environment, prioritize tasks with competing deadlines, and demonstrate forward-thinking and planning.
• Demonstrated ability to interact and collaborate positively with executive leadership (C-Suite) and communicate complex concepts clearly.
• Demonstrated capability to navigate in a fast-paced environment and prioritize tasks with competing deadlines.
• Expert knowledge of Microsoft Office Suite to include: Word, Excel and PowerPoint to create executive level presentations and develop process documentation.

Responsibilities

• Facilitates strategic and operational planning and implementation processes to assure that management is knowledgeable of process, goals, objectives and strategies.
• Leads the coordination and documentation of progress toward achievement of business goals, objectives, strategies and action plan results.
• In partnership with Corporate Communications and the Chief of Staff team, defines and sets objectives and content of messages to be communicated in concert with EMG and/ or the Executive Leadership Team member's guidance, corporate mission and objectives, as well as the objectives of employee, member, and public communications.
• Evaluates and influences relevance of messages for intended audience and ensures consistency and accuracy for communication efforts across the team; identifies and implements innovative communication tactics.
• Provides advice and guidance and negotiates approval of deliverable materials with executive management and subject-matter experts prior to securing final approval from senior executive or Executive Leadership Team member.
• Supports and advises management through research and analysis of internal/external business data including industry best practices and competitive information.
• Responsible for the development, coordination and timely submission of relevant ELT and Board/Council/Committee driven requirements.
• Provides oversight and support to project teams in development and implementation of employee events and business conferences.
• Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.

Skills

Executive planning

Stakeholder management

Cross-functional collaboration

Presentation development

Strategic thinking

Education

Bachelor's degree or 4 years relevant education/experience

Tools

Microsoft Office Suite (Word, Excel, PowerPoint)

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 Executive Operational Planning Director is a strategic thought partner and force multiplier to the Office of the CMO. This role anticipates what is coming, connects the dots and turns priorities into action at executive speed.

Success means staying several moves ahead, bringing clarity to ambiguity, building sharp executive-ready materials, chasing down what is needed and ensuring the CMO is prepared to make decisions and move.

This is a high-trust, high-accountability role. Think ahead. Own the details. Bring solutions. Create momentum. Deliver with excellence.

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 Charlotte, NC.

Relocation assistance is available for this position.

What you'll do:

• Facilitates strategic and operational planning and implementation processes to assure that management is knowledgeable of process, goals, objectives and strategies.
• Leads the coordination and documentation of progress toward achievement of business goals, objectives, strategies and action plan results.
• In partnership with Corporate Communications and the Chief of Staff team, defines and sets objectives and content of messages to be communicated in concert with EMG and/ or the Executive Leadership Team member's guidance, corporate mission and objectives, as well as the objectives of employee, member, and public communications.
• Evaluates and influences relevance of messages for intended audience and ensures consistency and accuracy for communication efforts across the team; identifies and implements innovative communication tactics.
• Provides advice and guidance and negotiates approval of deliverable materials with executive management and subject-matter experts prior to securing final approval from senior executive or Executive Leadership Team member.
• Supports and advises management through research and analysis of internal/external business data including industry best practices and competitive information.
• Responsible for the development, coordination and timely submission of relevant ELT and Board/Council/Committee driven requirements.
• Provides oversight and support to project teams in development and implementation of employee events and business conferences.
• 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 relevant education and/or experience.
• 8 years of project/program management experience supporting senior level executives, corporate event planning and/or managing executive level communications.
• Ability to build strong relationships and to work with all levels within the organization.
• Experience developing executive level briefings in support of EC, CEO and BoD deliverables.
• Experience in Committee / Executive meeting preparation and facilitation.
• Demonstrated capability to navigate in a fast-paced environment, prioritize tasks with competing deadlines, and demonstrate forward-thinking and planning.
• Demonstrated ability to interact and collaborate positively with executive leadership (C-Suite) and communicate complex concepts clearly.
• Demonstrated capability to navigate in a fast-paced environment and prioritize tasks with competing deadlines.
• Expert knowledge of Microsoft Office Suite to include: Word, Excel and PowerPoint to create executive level presentations and develop process documentation.

What sets you apart:

• You play chess, not checkers. You anticipate what is next and stay several moves ahead.
• You operate at executive speed. You quickly determine what matters and turn it into action.
• You are relentlessly proactive. You see gaps, chase down answers and solve problems before being asked.
• You turn complexity into clarity. You create crisp narratives, recommendations and executive-ready decks.
• You bring a point of view. You do not just coordinate the work. You make the work better.
• You deliver white-glove execution. No detail is too small, and the final product is always leadership-ready.
• You create momentum. You connect people, drive follow-through and respectfully push work to closure.
• You model USAA behaviors. You build trust, take ownership, collaborate across boundaries and know what it means