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USAA

Business Advisor Senior

Posted Yesterday
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In-Office
Charlotte, NC, USA
85K-163K Annually
Senior level
In-Office
Charlotte, NC, USA
85K-163K Annually
Senior level
Advise stakeholders on business planning, process improvement, risk mitigation, and compliance. Lead project management, develop business rules and product/service delivery solutions, coordinate cross-functional communications and training, perform root-cause analysis, and monitor controls, audit testing, and operational reporting to improve efficiency and profitability within risk and regulatory frameworks.
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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 a dedicated Business Advisor Senior, you will advise stakeholders by providing business planning guidance to include research, development, planning and implementation of procedures and processes to increase business viability and ensure compliance and/or product competitiveness and profitable growth. Develop and implement solutions to influence business decisions for relevant business units or line(s) of business. Develop best in practice solutions to complex business challenges. Identify opportunities to change, enhance, or streamline existing business projects and initiatives.  Identifies regulatory and/or operational gaps within the experience to mitigate key risks associated with financial, reputational or member harm.

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, Plano, TX, Phoenix, AZ, Colorado Springs, CO, Charlotte, NC or Tampa, FL. Relocation assistance is not available for this position.

What you'll do:

  • Identifies compliance and/or profit growth opportunities and provides guidance on procedure and process improvements to influence business optimization.
  • Leads teams and owns project management action plans, business rules analysis and development, product development and service delivery.
  • Collaborates with enterprise partners to facilitate the development of business rules, requirements and artifacts for business projects and initiatives, and responsible for required documentation of business decisions.
  • Responsible for monitoring risks within the internal control environment and advising on and recommending risk mitigation actions by collaborating with Compliance, Legal, Operational Risk Management, and Business Experience Owners. 
  • Coordinates training, communications and related activities for new processes, product updates etc. where changes may be more complex and/or may have cross-functional impact.
  • May conduct root cause diagnostics of key processes, controls, regulatory requirements to identify and document these issues 
  • Monitors, develop and communicate audit testing, control testing and examination requests.
  • Assists with development and management of operational reporting and provides trend analyses and solutions.
  • 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.
  • 6 years of project management, process consulting, or business optimization planning experience within the financial services industry.
  • Advanced knowledge of relevant industry technology applications, such as Salesforce, SharePoint, Portal, CRM, CBS, Fiserve, KDIM, Fideility, Metric Stream or other industry related applications. 
  • Experience developing solutions and recommendations that will increase efficiency and improve business decisions, including managing performance and profitability, in adherence to risk and compliance guidelines.
  • Knowledgeable in the applications of Agile process and procedures. 
  • Knowledge and application of risk management frameworks and regulatory requirements for applicable LOB.
  • Demonstrated experience in developing communications and delivering key information effectively to stakeholders and all levels of management to influence decisions centered around business optimization.
  • Advanced knowledge of Microsoft Office.

What sets you apart:

  • Governance and Policy Expertise: Significant experience in governance, including a strong understanding of procedures and policies as well as direct experience working within governance frameworks.
  • Information Coordination and Follow-up: Proven experience in coordinating and gathering information and meticulously following up on action items.
  • Risk Management: Familiarity with risk management policies and processes is important, especially in relation to governance.
  • US military experience through military service or a military spouse/domestic partner

Compensation range: The salary range for this position is: $85,040 - $162,550.

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: 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.

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