Director, Retirement Income – Life Company
2 weeks ago
At USAA, we're dedicated to facilitating the financial security of millions of U.S. military members and their families. Our core values of honesty, integrity, loyalty, and service guide everything we do – from how we treat our members to how we treat each other.
The OpportunityWe're seeking a seasoned Director, Retirement Income to lead our Retirement Income teams in providing exceptional solutions to our members. As a key member of our team, you'll be responsible for directing multiple teams of Retirement Income Specialists, analyzing existing workflows, and implementing changes to promote efficient and effective operations.
This role requires a deep understanding of financial products and services relevant to life or health insurance or retirement income. You'll work closely with our teams to develop and implement operational plans, provide research and analysis on strategic initiatives, and ensure compliance with policies, procedures, and regulatory requirements.
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.
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 in 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 champion 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, provide 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.
- 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.
- 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.
We offer a competitive salary range of $109,130 - $208,580 based on experience and market data. Our benefits package includes 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're committed to supporting our employees' physical, financial, and emotional well-being.
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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