Business Strategy and Planning Director - USAA Investment Service Company (ISCO)
Core
Business Strategy and Planning Director acting as a 'chief of staff' to the Investment Advisory Leadership team, driving strategy development, operational planning, and execution alignment for the new USAA Investment Services Company (ISCO).
Role type
Senior IC Business Strategy and Planning Director (Chief of Staff)
Builds
Strategic frameworks, operational roadmaps, and governance processes for the Investment Advisory function.
Domain
Financial Services / Investment Advisory
Required skills
Business strategy development, operational planning, executive communication, project management, risk management, change management, cross-functional collaboration, data synthesis, storytelling
Preferred skills
MBA, US military experience, investment products expertise, strategy consulting experience, guiding teams without direct authority
Technologies
PowerPoint, board-ready materials
Responsibilities
Drive development of overarching strategy components; establish strategic and operational frameworks; develop processes for business strategic and operational planning; align business processes to enterprise strategy; partner with senior leaders to develop visions and roadmaps; integrate change management plans; guide team members in research and analysis; lead design and governance of annual strategic planning processes; ensure risks are identified and controlled.
Seniority
Senior, hands-on IC with executive support