Director, Retirement Income Life Company

3 weeks ago

Tampa, Florida, 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 supporting USAA members with annuities and other retirement income products. As a key member of our leadership team, you will be responsible for directing multiple teams of Retirement Income Specialists who provide appropriate solutions to our members.

The ideal candidate will have a strong background in financial services operations, process improvement, and business analysis. You will be responsible for analyzing existing workflow and processes, implementing changes to promote efficient and effective operations, and developing programs to maximize effectiveness of member acquisition and relationship efforts.

We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position will be based in San Antonio, TX; Phoenix, AZ; Tampa, FL; Colorado Springs, CO or Plano, TX. Relocation assistance is not available for this position.

Key Responsibilities
  • Manage and develop a team of Retirement managers, Sales/Solutions Consultants and/or Process Owners to build leadership skills, improve coaching effectiveness, and/or plan, direct and coordinate activities for complex processes.
  • Provide research and analysis on strategic initiatives and make recommendations.
  • Analyze existing workflow and processes by organizing and integrating resources and systems for Retirement Income areas.
  • Implement changes to promote efficient and effective operations Retirement Income.
  • Identify, develop, and execute detailed continuous improvement plans to achieve measurable process and productivity improvements with Retirement Income.
  • Develop, process and performance standards for Retirement Income.
  • Remove obstacles and champions change.
  • Ensure appropriate coordination and implementation of Life Company specific programs, projects, and initiatives.
  • Fulfill the responsibilities of a securities principal as appropriate: In conjunction and coordination with Securities Counsel and Securities Compliance, provides research and documentation support for use in responding to regulatory authority inquiries and audits.
  • Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
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. (Total of 12 years without bachelor's degree)
  • May be required to have the ability to obtain Life/Health license and any required Carrier appointments within 90 days of job entry.
  • RETIREMENT INCOME ONLY: Required maintenance of FINRA Series 7, 66 (or 63 and 65), 24, and 51 (or 53), and/or attainment within 90 days of job entry.
  • 8 or more years of related experience in financial services operations to include process improvement and business analysis.
  • 4 or more years 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
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 masters 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.
  • 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.
About USAA

USAA is a leading financial services company that provides a range of products and services to military members and their families. We are committed to delivering exceptional service and support to our members, and we are seeking talented individuals who share our values and passion for excellence.

We offer a comprehensive benefits package, including medical, dental, and vision coverage, 401(k) and pension plans, life insurance, and paid time off. We also offer opportunities for professional development and career advancement, as well as a dynamic and inclusive work environment.

If you are a motivated and experienced professional who is passionate about delivering exceptional service and support to our members, we encourage you to apply for this exciting opportunity.

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