Advice Director

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.

The Opportunity

We are seeking a dedicated Advice Director.

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 our San Antonio, TX; Colorado Springs, CO or Tampa, FL offices. Relocation assistance is not available for this position.

What you'll do:

You will serve as the advice expert for a specific subject area, and have primary responsibility for the development of USAA's point-of-view on that subject (e.g. major life events and other critical topics that impact members). This role is the lead creator of compelling points-of-view that inform the development of relevant and actionable USAA advice and recommendations imbedded in member experience designs, messaging and other interactions, across tools and channels. The position provides technical validation of advice messaging and engages additional expertise where required to ensure completeness of USAA's point-of-view. It also leads the development of scenarios that model the impact of advice recommendations on member financial security.

• Uses internal and external research to understand member needs for advice with respect to the specific subject area, to include identifying the need for differentiated advice by member group.
• Develops, coordinates and maintains USAA's advice point-of-view, on a specific subject, to support identified member needs.
• Coordinates with lines of businesses and other internal partners to ensure alignment of points-of-view.
• Collaborates within a matrixed environment to ensure availability of USAA's point-of-view to members and employees through appropriate channels.
• Monitors current relevant member insights, competitive intelligence, industry and economic outlooks/trends, as well as regulatory and legislative issues.
• Assesses impacts of these insights, trends and issues as they pertain to our points-of-view, and leads the appropriate updates of USAA's points-of-view and scenarios.
• 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 related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree (12 years of experience in lieu of a degree).
• 8 or more years of experience specific to the subject matter supported to include: property and casualty, life and health insurance, banking products, retirement and estate planning, investments, and military.

What sets you apart:

• Certified Financial Planner ® Designation.
• Experience in implementing solutions – bringing things to life.
• 5+ years of experience in financial planning, financial advising or similar role.
• Expert knowledge of content strategy & Search engine optimization best practices.
• Content creation experience – longform article and/or video script writing.
• Experience/skills in presentation, including public relations (podcast, radio, speaking events, Media events).
• 2+ years of Product management and/or Experience Owner experience.
• Marketing campaign experience (creative or strategy).
• Sales, service, product domain knowledge.
• US military experience through military service or a military spouse/domestic partner.

USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).

Compensation range: The salary range for this position is: $127,310-243,340.

Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.

Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.

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.

Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include 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, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.

For more details on our outstanding benefits, visit our benefits page on USAAjobs.com.

Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.

USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.