Executive Operational Planning Director

About this role

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.

We are proud to support active-duty military spouses. USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with applicable policy and business needs.

The Opportunity As an Executive Operational Planning Director, you will perform Chief of Staff responsibilities, supporting senior leaders through the prioritization and coordination of critical business initiatives, strategic deliverables, and executive communications. You will serve as a key liaison across functions, lines of business, Centers of Excellence, and executive leadership teams, helping drive alignment, operational effectiveness, and execution of strategic priorities. This role requires the ability to assess complex business challenges, interpret operational and analytical insights, and develop action plans that support business objectives while addressing compliance and regulatory requirements.

The ideal candidate brings 7+ years of experience in business management, executive operations, or project/program management, along with a proven track record of supporting senior executives in complex organizations. Success in this role requires exceptional executive presence, communication, and relationship-building skills, as well as experience developing executive-level presentations, board and committee materials, and strategic communications for C-suite leaders. Candidates should possess strong analytical and business acumen, including experience with data analysis, operational reporting, budget management, and executive decision support. The successful leader will be highly organized, thrive in a fast-paced environment, and demonstrate the ability to lead cross-functional initiatives, influence stakeholders at all levels, and drive meaningful business outcomes through strategic planning and operational excellence.

We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, or Plano, TX

Relocation assistance is not available for this position.

What you'll do: • 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. • In partnership with Corporate Communications and the Chief of Staff team, defines and sets objectives and content of messages to be communicated in concert with EMG and/ or the Executive Leadership Team member's guidance, corporate mission and objectives, as well as the objectives of employee, member, and public communications. • Evaluates and influences relevance of messages for intended audience and ensures consistency and accuracy for communication efforts across the team; identifies and implements innovative communication tactics. • Provides advice and guidance and negotiates approval of deliverable materials with executive management and subject-matter experts prior to securing final approval from senior executive or Executive Leadership Team member. • 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 ELT and Board/Council/Committee driven requirements. • Provides oversight and support to project teams in development and implementation of employee 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.

What you have: • Bachelor's degree; OR 4 years of relevant education and/or experience.

Experiences that will support your success: • 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. • Demonstrated capability to navigate in a fast-paced environment and prioritize tasks with competing deadlines. • Expert knowledge of Microsoft Office Suite to include: Word, Excel and PowerPoint to create executive level presentations and develop process documentation.

What sets you apart:

• US military experience gained through military service or gained as a military spouse / domestic partner • 7+ years of experience in business management, executive operations, project/program management, or a related role supporting senior executives and strategic business initiatives within a complex organization. •  Demonstrated expertise in developing and delivering executive-level communications, presentations, and briefing materials for senior leadership, Executive Committees (EC), Chief Executive Officer (CEO), and Board of Directors (BoD). • Proven ability to lead strategic initiatives and

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