Senior Retirement Income Strategist

5 days ago


Phoenix, Arizona, United States USAA Full time

About USAA

At USAA, our mission is to provide financial security to millions of U.S. military members and their families. We're a team of dedicated professionals who share a passion for giving back to those who served.

The Role

We're seeking a Senior Retirement Income Strategist to lead our Retirement Income teams in delivering exceptional service to our members. As a key member of our leadership team, you'll be responsible for managing and developing a team of Retirement managers, Sales/Solutions Consultants, and Process Owners.

Responsibilities

  • Develop and implement operational plans to maximize effectiveness in Retirement Income areas
  • Provide research and analysis on strategic initiatives and make recommendations
  • Analyze existing workflow and processes to identify opportunities for improvement
  • Implement changes to promote efficient and effective operations
  • Identify, develop, and execute detailed continuous improvement plans to achieve measurable process and productivity improvements
  • Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled

Requirements

  • 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
  • 8 or more years of related experience in financial services operations, including process improvement and business analysis
  • 4 or more years of direct team lead or management experience providing coaching, development, and/or leadership in a team-oriented environment
  • Demonstrated knowledge of financial products and services relevant to life or health insurance or retirement income

What We Offer

  • A competitive salary range: $115,000 - $165,000 per year
  • A comprehensive benefits package, including medical, dental, and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program, and various wellness programs
  • Ongoing training and development opportunities to enhance your skills and career growth

EEO Statement

USAA is an equal opportunity employer committed to diversity and inclusion. We welcome applications from qualified candidates without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.



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