Director, Field Medical Operations
3 weeks ago
We are seeking a highly skilled and experienced Director, Field Medical to lead our Retirement Income teams. As a key member of our organization, you will be responsible for directing multiple teams of Retirement Income Specialists who provide solutions to our members.
Key Responsibilities- Lead and develop a team of Retirement Income managers, Sales/Solutions Consultants, and Process Owners to build leadership skills and improve coaching effectiveness.
- Develop and implement operational plans in Retirement Income areas, providing research and analysis on strategic initiatives and making recommendations.
- Analyze existing workflow and processes, organizing and integrating resources and systems for Retirement Income areas.
- Implement changes to promote efficient and effective operations, identifying, developing, and executing detailed continuous improvement plans to achieve measurable process and productivity improvements.
- Develop, process, and performance standards for Retirement Income, ensuring appropriate coordination and implementation of Life Company specific programs, projects, and initiatives.
- Provide research and documentation support for regulatory authority inquiries and audits, ensuring risks associated with business activities are effectively identified, measured, monitored, and controlled.
- 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.
- US military experience through military service or a military spouse/domestic partner.
- MBA or master's degree in a financial or business-related field.
- CERTIFIED FINANCIAL PLANNER (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.
- RICP (Retirement Income Certified Professional) Designation.
- Experience managing in a call center environment.
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. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
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.
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Director, Field Medical Operations
3 weeks ago
Tampa, Florida, United States USAA Full timeAbout the RoleAs a Director, Field Medical, you will lead the Retirement Income teams at USAA, supporting members with annuities and other retirement income products. This role will direct multiple teams of Retirement Income Specialists, responsible for providing appropriate solutions to our members.Key ResponsibilitiesDirect multiple teams of Retirement...
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Director, Field Medical Operations
3 weeks ago
Tampa, Florida, United States USAA Full timeAbout the RoleAs a Director, Field Medical, you will lead the Retirement Income teams at USAA, supporting members with annuities and other retirement income products. This role will direct multiple teams of Retirement Income Specialists, responsible for providing appropriate solutions to our members.Key ResponsibilitiesDirect multiple teams of Retirement...
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Director, Field Medical Operations
3 weeks ago
Tampa, Florida, United States USAA Full timeAbout the RoleAs a Director, Field Medical, you will lead the Retirement Income teams at USAA, supporting members with annuities and other retirement income products. This role will direct multiple teams of Retirement Income Specialists, responsible for providing appropriate solutions to our members.Key ResponsibilitiesDirect and manage multiple teams of...
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