Executive Operational Planning Director - Life Company Chief of Staff and Shared Services

$104,660 - $188,320/Yr

USAA - Plano, TX

Full-time - Executive

Plano, TX

10,001+ employees

Credit Intermediation and Related Activities

About the position

The Executive Operational Planning Director at USAA plays a crucial role in supporting senior leadership within the Life Company Chief of Staff and Shared Services Department. This position is responsible for facilitating strategic and operational planning, ensuring effective communication, and coordinating key deliverables to drive success in business operations. The director will work closely with executive management to interpret business operations, develop action plans, and manage compliance and regulatory issues, all while fostering a collaborative environment.

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.
• Defines and sets objectives and content of messages to be communicated in concert with EMG and/or the Executive Council member's guidance, corporate mission and objectives.
• Evaluates and influences relevance of messages for intended audience and ensures consistency and accuracy for communication efforts across the team.
• Provides advice and guidance and negotiates approval of deliverable materials with executive management and subject-matter experts.
• 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 EC and Board/Council/Committee driven requirements.
• Provides oversight and support to project teams in development and implementation of employee CoSA 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.

Requirements

• Bachelor's degree OR 4 years of related experience may be substituted in lieu of degree (Total of 12 years without bachelor's degree).
• 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.
• Expert knowledge of Microsoft Office Suite to include Word, Excel and PowerPoint to create executive level presentations and develop process documentation.

Nice-to-haves

• US military experience through military service or a military spouse/domestic partner.
• 5 or more years Program/Project/Product Management Experience supporting senior level executives within a financial service industry.
• 2 or more years of experience reporting executive level deliverables regarding business performance.
• Working experience with Life Company products/operations a plus.
• 2 or more years of experience managing Executive level communications.
• Prior work experience as an Executive Operational Planning Director/Manager, Program/Project Manager, Chief of Staff employee or related role.
• 2 or more years of experience working directly with EMG.

Benefits

• 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 assistance