Director, Retirement Income – Life Company

2 weeks ago

Colorado Springs, Colorado, United States USAA Full time
About the Role

We are seeking a highly skilled and experienced Director of Retirement Income to lead our Retirement Income teams in providing exceptional service to our members. As a key member of our leadership team, you will be responsible for developing and implementing operational plans to drive business growth and improve member satisfaction.

Key Responsibilities
  • Lead and develop a team of Retirement Income Specialists to provide solutions to our members
  • Analyze existing workflow and processes to identify areas for improvement and implement changes to promote efficient and effective operations
  • Develop and implement operational plans to drive business growth and improve member satisfaction
  • Provide research and analysis on strategic initiatives and make recommendations to senior leadership
  • Ensure compliance with policies, procedures, and regulatory requirements
Requirements
  • Bachelor's degree or 12 years of related experience
  • 8 or more years of 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 leadership in a team-oriented environment
  • Demonstrated knowledge of financial products and services relevant to life or health insurance or retirement income
Preferred Qualifications
  • US military experience through military service or a military spouse/domestic partner
  • Current/Active FINRA Series 7, 66 (or 63 and 65), 24, and 51 (or 53)
  • Current Life and Health (Group 1) license
  • MBA or master's degree in a financial or business-related field
  • CERTIFIED FINANCIAL PLANNERTM (CFP) designation
  • 10 or more years of Retirement Planning and/or Annuity experience
  • 5 or more years of working experience directly leading a team of investment advisors
  • 3 or more years of direct leadership experience over other managers (leader of leaders)
  • RICP (Retirement Income Certified Professional) Designation
  • Experience managing in a call center environment
What We Offer

USAA offers a competitive salary range of $109,130 - $208,580, as well as a comprehensive benefits package, including 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. We also offer career path planning and continuing education to assist employees with their professional goals.

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