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Director, Business Strategy and Planning

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.

The Opportunity

Accountable for leading a team of strategic planning professionals that execute initiatives, including analysis, oversight and support of business strategy development.  Works closely with Executive Management to create, communicate, execute and sustain the strategic business plan that are aligned with USAA Strategy and the Transformation Plan. Provides insight to industry best practices and competitive analysis to support business plan.

  • Fast-paced, startup-like environment: work in a high-energy, dynamic setting with the ability to shape the direction of new business in the property and casualty space. Ideal for someone who thrives on challenge and speed.
  • Direct Exposure to Executive Leadership:  Collaborate closely with top talent business leaders and executives, gaining unparalleled insights and mentorship that will accelerate opportunities for professional growth
  • High impact, Hands on Role: Drive key strategic initiatives and make a direct impact on the growth of the innovation arm of P&C. You will have the opportunity to influence critical business decisions.
  • Fast-Track Career Development: Gain exposure to both strategic and operational aspects of business development, working alongside high-caliber teams, with opportunities for rapid skill acquisition.
  • Entrepreneurial Spirit: Take ownership of key projects and navigate ambiguity while being empowered to innovate and push boundaries, making a difference in a start-up-like, growth-driven environment.
  • Learning & Growth: Engage in continuous learning opportunities, taking on complex challenges that push your skillset while gaining hands-on experience in a fast-moving corporate innovation setting.
  • Long Hours, Big Rewards: Be prepared for an intense, fast-paced work environment where hard work pays off in growth, exposure, and opportunities to lead.

What you’ll do:

  • Leads Executive council member(s) and/or senior executives in the development of short and long-term strategic business goals and vision, encourage high-level strategic thinking, and support development of business-unit and functional strategies.
  • Facilitates, influences, collaborates and establishes accountability across senior leadership for strategic direction, planning and action.
  • Accountable for the development, execution, and maintenance to the policies, standards and procedures as it relates to the USAA strategy framework.
  • Oversees critical risks associated with their business objectives and activities to ensure they adhere to and support Enterprise Risk Management Framework.  
  • Matures and facilitates the strategy management process in alignment with CoSA Strategy to drive a robust capability in strategy formulation, strategy management, performance management processes and deliverables in coordination with 1st and 2nd line.
  • Responsible for the identification and oversight of the required planning budget for the organization to include financial management and adherence and tracking against the approved budget.
  • Conducts business strategy reviews to set the business/CoSA growth strategy and assesses progress of strategy achievement
  • Oversees a team of employees responsible for supporting the development and communication of business plans; drives accountability and provides guidance to team members through performance management and development.
  • Builds and oversees a team of employees for assigned functional area through ongoing execution of recruiting, development, retention, coaching and support, performance management, and managerial activities.    
  • 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 lieu of degree.
  • 8 years of directly related business planning consultation experience to include experience leading the development of business strategy for short-term and/or long-term goals.
  • 3 years of direct team lead or management experience.
  • Experience influencing and managing communication to senior executives, internal colleagues through concise, official and regular updates on status, progress, strategies and roadmaps.
  • Strong level business acumen in financial services or related industry, and a proven ability to balance strategic thinking with practical implementation skills. 
  • Extensive 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:

  • 5-7 years of Property and Casualty Insurance experience or deep understanding of the insurance industry and key business drivers OR position of leadership in the US Military
  • 1-3 years in a chief of staff capacity
  • Experience navigating large organizations with multiple stakeholders and complex governance and decision rights models
  • Ability to build strong relationships with executives, partners, and employees at all levels while building trust and maintaining confidentiality
  • Excellent verbal and written communication; including experience creating clear and compelling messages and meeting materials for stakeholders, leadership, and board members
  • Experience handling ambiguity, urgent timelines, and pivots in deliverables with composure.

Compensation:

The salary range for this position is: $127,310 – $243,340.

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.

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Average salary estimate

$185325 / YEARLY (est.)
min
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$127310K
$243340K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About Director, Business Strategy and Planning, USAA

Welcome to USAA, where our mission is to empower our members toward financial security through excellent products and exceptional service. We're on the lookout for a talented Director, Business Strategy and Planning to join us at our San Antonio Home Office I. In this dynamic and fast-paced environment, you'll lead a team of strategic planning professionals, executing initiatives that are vital to our business strategy development. You will work closely with our Executive Management to align our strategic business plan with the broader USAA Strategy and Transformation Plan. If you thrive in a vibrant atmosphere that resembles a startup, love challenges, and seek to shape important business decisions, this is the place for you! In this role, you'll experience direct exposure to top executives, which provides tremendous opportunities for mentorship and professional growth. You will also tackle transformative projects, influencing the growth of our innovative P&C arm. With a focus on collaboration and accountability, you will drive key strategic initiatives, ensuring the alignment of our objectives with our risk management framework. We're looking for someone with a strong business acumen in financial services, excellent communication skills, and a knack for leading teams. If you’re ready to embark on an engaging career path where hard work pays off, with abundant opportunities to learn and grow—apply today and make a meaningful impact at USAA.

Frequently Asked Questions (FAQs) for Director, Business Strategy and Planning Role at USAA
What are the responsibilities of the Director, Business Strategy and Planning at USAA?

The Director, Business Strategy and Planning at USAA is responsible for leading a team of strategic planning professionals, developing and executing business strategies, collaborating with senior leadership, and ensuring alignment with USAA’s mission and goals. This role involves overseeing critical risks, managing budgets, and fostering strong team development.

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What qualifications are needed for the Director, Business Strategy and Planning position at USAA?

To qualify for the Director, Business Strategy and Planning at USAA, candidates should have a bachelor's degree or equivalent experience, 8 years of related business planning expertise, and at least 3 years in a management role. Strong communication skills and a deep understanding of the financial services industry are also essential.

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How can the Director, Business Strategy and Planning at USAA influence business decisions?

The Director, Business Strategy and Planning at USAA plays a crucial role in influencing key business decisions by driving strategic initiatives, collaborating with senior leaders, and utilizing insights from competitive analysis. This position provides the opportunity to shape the company’s future direction directly.

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What is the working environment like for the Director, Business Strategy and Planning at USAA?

The working environment for the Director, Business Strategy and Planning at USAA is fast-paced and dynamic, resembling a startup where innovation is encouraged. Strong collaboration with top executives and other departments is commonplace, fostering a culture of growth and high performance.

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What career development opportunities are available to the Director, Business Strategy and Planning at USAA?

At USAA, the Director, Business Strategy and Planning enjoys fast-track career development through exposure to both strategic and operational facets of business development. Opportunities for skill acquisition, continuous learning, and direct mentorship from senior executives are readily available.

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Common Interview Questions for Director, Business Strategy and Planning
Can you describe your experience with business strategy development in your previous roles?

When answering this question, provide specific examples of past experiences where you successfully developed and implemented business strategies. Highlight the challenges you faced and how you overcame them, linking your experiences to how they will benefit USAA.

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How do you ensure alignment between business objectives and risk management?

Discuss your approach to balancing strategic initiatives while maintaining compliance with risk management standards. Illustrate this with examples of how you've previously integrated risk analysis into planning processes.

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What strategies do you employ to lead and manage your team effectively?

Share your leadership philosophy, including how you communicate expectations, encourage team development, and foster accountability. Provide examples of how this has resulted in successful outcomes in your team.

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How do you communicate strategic plans to senior executives?

Focus on your ability to create clear and compelling presentations or reports. Describe how you ensure that your message aligns with executive priorities, using examples of effective communication techniques you’ve employed.

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Describe a time when you had to navigate ambiguity in a project. How did you handle it?

Provide a detailed account of a situation where ambiguity caused challenges, and explain your problem-solving process. Emphasize your adaptive strategies and how you kept your team focused during uncertain times.

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What methods do you use to measure the success of business strategies?

Explain the key performance indicators (KPIs) you typically rely on to evaluate strategy effectiveness. Discuss how you have previously adjusted strategies based on performance data.

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How have you handled competing priorities in a fast-paced business environment?

Illustrate your time management and prioritization techniques. Share an example of how you managed multiple projects successfully, ensuring all stakeholders were satisfied.

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What role does collaboration play in your strategy formulation process?

Discuss the importance of cross-functional collaboration in developing strategies. Share instances where input from various departments influenced your approach and led to better outcomes.

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Can you provide an example of how you've implemented a successful change initiative?

Walk the interviewer through a change initiative you led. Explain your strategy for gaining buy-in, execution steps, and the results that followed.

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What do you find most rewarding about working in business strategy?

Reflect on your passion for strategic thinking and helping organizations achieve their objectives. Share personal anecdotes that highlight moments of success and satisfaction in your career.

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WHAT WE STAND FOR No matter how many years we’re in business or how many members we serve, our core mission and the values that inspired it never change. Our mission is to stand with our members and be there for them and their families by facili...

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Full-time, on-site
DATE POSTED
April 8, 2025

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