Business Strategy & Planning Director

Purpose of Job

We are currently hiring a Business Strategy & Planning Director for the San Antonio Westridge office. This position is at the Westridge South office only and not available for remote/work at home.

Leads company and/or staff area (CoSA) executive management to identify, develop and communicate specific business strategies across CoSA functional areas, utilizing expert knowledge of USAA, industry, business development, and financial planning. Leads strategic analyses of business needs and environmental trends in support of business strategy development and planning processes and, as appropriate, enterprise strategy and planning processes. Conducts business strategy reviews to assess progress of strategy achievement. Performs complex and often unique work assignments and problem resolution across multiple disciplines. This position reports to a CoSA EMG only.

Job Requirements

  • Drives the development and coordination of CoSA strategy.
  • Works with CoSA executive management to establish strategic framework that enables short and long-term business goals and objectives.
  • Develops specific processes to manage the business strategic planning process.
  • Maintains and aligns business process and frameworks to USAA enterprise strategy process and framework.
  • Builds and maintains CoSA specific strategic roadmaps to ensure deliverables are met (current and future).
  • Maintains responsibility of change management plans and strategies for large, complex business specific initiatives that often impact the organization and/or enterprise.
  • Performs primary and secondary research and analysis and synthesizes findings on market, industry, consumer and competitor trends.
  • Guides less experienced team members as they perform research and analysis.
  • Supports CoSA executive leadership with the design and coordination of the annual strategic planning and operational planning processes.
  • Leads and motivates cross-functional team members in strategy development and implementation.

Minimum Requirements

  • Bachelor's Degree; 4 additional years of related experience beyond the minimum required may be substituted in lieu of a degree.
  • 8 or more years professional work experience.
  • 5 or more years related business experience.
  • 4 or more years planning and execution experience.
  • 4 or more years work experience in a role that directly contributed to business short-term and/or long-term goals inside USAA or externally.
  • Demonstrated business acumen in financial services and a proven ability to balance strategic thinking with practical implementation skills.
  • Expert level effective executive level communications and facilitation experience.

*Qualifications may warrant placement in a different job level*

When you apply for this position, you will be required to answer some initial questions. This will take approximately 5 minutes. Once you begin the questions you will not be able to finish them at a later time and you will not be able to change your responses.


  • Experience communicating with senior leadership.
  • Experience working in a strategic planning Agile environment.
  • Experience collaborating with experts to align business capability with technical and information needs.
  • Successful record of representing/translating business needs into system requirements.
  • Experience working on large scale system initiatives.
  • Current or previous experience working as a client manager/advisor for a line of business.
  • Exceptional written and verbal communications skills; ability to communicate and relate at all levels of the organization.
  • Military service.
  • Master’s Degree.
  • Exceptional presentation and presentation development skills.
  • Superior skills in Microsoft Office product suite (PowerPoint, Excel, et al).
  • Ability to negotiate complex agendas amidst groups with competing priorities to see projects through to a successful conclusion.

Relocation assistance is not available for this position.

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.

Must complete 12 months in current position (from date of hire or date of placement), or must have manager’s approval prior to posting.

Last day to apply to the opening is 11/01/18 by 11:59 pm CST time.