Job Description
Why USAA?
Let's do something that really matters.
At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all of our employees served in our nation's military, but we all share in the mission to give back to those who did. We're working as one to build a great experience and make a real impact for our members.
We believe in our core values of honesty, integrity, loyalty and service. They're what guides everything we do - from how we treat our members to how we treat each other. Come be a part of what makes us so special!
The Opportunity
As a dedicated
Director, Retirement Income , you will be primarily leading the Retirement Income teams who support USAA members with annuities and other retirement income products.
This role will direct multiple teams of Retirement Income Specialists who are responsible for providing appropriate solutions to our members. Analyzes existing workflow and processes by organizing and integrating resources and systems. Implements changes to promote efficient and effective operations. Assists in the developing of programs to maximize effectiveness of member acquisition and relationship efforts. Maintains 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.
What you'll do: - Manages and develops 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. Responsible for development and implementation of operational plans in Retirement Income areas.
- Provides research and analysis on strategic initiatives and makes recommendations.
- Analyzes existing workflow and processes by organizing and integrating resources and systems for Retirement Income areas.
- Implements changes to promote efficient and effective operations Retirement Income.
- Identifies, develops, and executes detailed continuous improvement plans to achieve measurable process and productivity improvements with Retirement Income.
- Develops, processes and performance standards for Retirement Income.
- Removes obstacles and champion's change.
- Ensures appropriate coordination and implementation of Life Company specific programs, projects, and initiatives.
- Fulfills 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.
- Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
What you have: - 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
What sets you apart: - 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 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 in a Direct Distribution Channel.
- 3 or more years of direct leadership experience over other managers (leader of leaders)
- RICP (Retirement Income Certified Professional) Designation
- Experience managing a team of investment advisors in a call center environment.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
What we offer: Compensation: 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.
The actual salary for this role may vary by location. The salary range for this position is:
$114,080 - $218,030. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
Benefits: 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. Additionally, our career path planning, and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, please visit our benefits page on
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
USAA is an equal opportunity and affirmative action employer and gives consideration for employment to qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, national origin, age, disability, genetic information, protected veteran status, or any other legally protected characteristic.
Job Tags
Holiday work, Full time, Temporary work, Part time, Work experience placement, Relocation package, Flexible hours,