Business Strategy and Planning Director – Chief of Staff

USAA

Business Strategy and Planning Director at USAA focusing on strategic initiatives for the Life Company. Requires extensive experience in business planning and project management with a strong financial services background.

Posted 7/17/2026full-timeSan Antonio • Texas • 🇺🇸 United StatesLead💰 $114,080 - $205,340 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in strategic and operational planning, with a strong focus on aligning business processes to enterprise strategy. Proven ability to lead cross-functional teams and manage complex change initiatives while ensuring effective risk management and compliance.

Highest-signal resume keywords

Business Strategy DevelopmentProject ManagementChange ManagementCross-Functional Team LeadershipFinancial Services Acumen

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Business PlanningOperational PlanningStrategic Framework DevelopmentRisk ManagementProcess Improvement

Soft Skills

CommunicationInfluencingTeam MotivationAnalytical Thinking

Industry Keywords

Financial ServicesBusiness ConsultationStrategic PlanningOperational Effectiveness

About the role

Key responsibilities & impact

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 establishes 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.

Requirements

What you’ll need

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 practical implementation skills.
Experience working with clients/customers to realize business issues and develop a strategy for the business's direction from the gathered insights.

Benefits

Comp & perks

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
various wellness programs
career path planning and continuing education