Director, Retirement Income Specialist
2 weeks ago
We are seeking a highly skilled and experienced Director, Retirement Income to lead our Retirement Income teams in providing exceptional solutions to our members. As a key member of our leadership team, you will be responsible for directing multiple teams of Retirement Income Specialists, analyzing existing workflow and processes, and implementing changes to promote efficient and effective operations.
Key Responsibilities- Manage and develop a team of Retirement managers, Sales/Solutions Consultants, and Process Owners to build leadership skills, improve coaching effectiveness, and 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 in 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 may be substituted in lieu of 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.
USAA offers a competitive salary range of $109,130 - $208,580, based on experience and market data. Additionally, employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
Our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness, 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.
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