Director of Retirement Income Solutions

Why Join Us?

At USAA, our mission is to empower our members to achieve financial security through competitive products, exceptional service, and trusted advice. We strive to be the preferred choice for the military community and their families.

Embrace a rewarding career at USAA, where our core values - honesty, integrity, loyalty, and service - shape our interactions with each other and our members. Join us and be part of something truly impactful.

About the Role

We are looking for a skilled Director of Retirement Income Solutions to guide multiple teams of specialists in Health, Life, or Retirement Income. Your leadership will ensure our members receive tailored solutions for their financial security. This role is pivotal in driving product performance and achieving financial goals for our Life Company. You will develop managers, enhance performance, and streamline operations to better serve our members. Your insights will be crucial in optimizing our member acquisition strategies and relationship-building efforts.

This position requires in-office presence for four days a week and is based in Plano, TX; San Antonio, TX; Phoenix, AZ; Colorado Springs, CO; or Tampa, FL. Please note that we do not offer relocation assistance for this position.

Key Responsibilities :

Lead and develop teams responsible for Health, Life, or Retirement Income, enhancing leadership skills, coaching effectiveness, and overseeing complex processes.

Drive achievement of product, member, and financial objectives through your team's performance, improving sales productivity and surpassing departmental goals.

Conduct data analysis to influence strategies that meet business outcomes.

Identify, develop, and execute continuous improvement plans to enhance process efficiency, productivity, and member acquisition.

Support regulatory compliance by providing necessary research and documentation for authority inquiries and audits.

Implement strategies to manage seasonal surges in demand through both internal and third-party relationships.

Ensure call center KPIs are in alignment with member satisfaction and operational efficiency.

Collaborate with Situation Management and Incident Management teams to mitigate risks that could impact employees and members.

Work closely with Legal, Risk, and Compliance teams to interpret regulatory guidelines and advise leadership accordingly.

Assist senior management to ensure that operational plans and training are effectively executed for successful project implementation.

Build and manage a capable workforce by focusing on recruiting, development, performance management, and retention.

Identify and manage risks associated with business operations in accordance with compliance policies.

Qualifications :

Bachelor's degree or equivalent experience (12 years without a degree).

Ability to obtain necessary licenses within 90 days of employment.

8+ years of experience in financial services operations, focusing on process improvement and business analysis.

4+ years of direct team leadership experience in a coaching and development capacity.

Strong understanding of financial products related to life or health insurance and retirement income.

Preferred Qualifications :

Military experience, either personally or as a spouse / domestic partner.

Active FINRA Series 7, 66 (or 63 and 65), 24, and 51 (or 53) licenses.

Current Life and Health Insurance license.

MBA or advanced degree in finance or business.

CFP designation or RICP designation.

10+ years of experience in Retirement Planning or Annuities.

5+ years of experience managing investment advisors in a direct distribution context.

3+ years in a leadership role overseeing other managers.

Experience managing investment advisors in a call center setting is a plus.

Salary Range : The position offers a salary range of $114,080 - $218,030 .

USAA does not provide visa sponsorship. If you will require immigration support now or in the future, please do not apply.

Employee Benefits : USAA provides comprehensive benefits to support the wellness of our employees, including medical, dental, and vision plans, a 401(k) with pension, life insurance, parental benefits, adoption assistance, paid time off with holidays plus volunteer hours, and various wellness programs. Our career development opportunities are designed to help employees achieve their professional goals.

This posting will remain open until the position is filled, so interested candidates are encouraged to apply as soon as possible.

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.