USAA Jobs

Executive Operational Planning Manager

USAA

Executive Operational Planning Manager

Posted 4 Hours Ago

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Charlotte, NC, USA

In-Office

100K-179K Annually

Senior level

Insurance

The Role

Act as strategic advisor and operational partner to the Charlotte GM. Manage campus operations, budgets, SLAs, executive communications, event planning, risk mitigation, cross-functional coordination, and drive culture and community initiatives to ensure operational excellence and execution of regional priorities.

Summary Generated by Built In

Why USAA?

At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.

Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful.

We are proud to support active-duty military spouses. USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with applicable policy and business needs.

The Opportunity

As an Executive Operational Planning Manager, you will serve as the strategic advisor and operational partner to USAA's Charlotte office General Manager, ensuring effective execution of business prioritites, organizational objectives and regional initiatives. You will work closely with Charlotte teammates, association stakeholders, and functional partners to execute campus, culture, community, and safety initiatives ensuring the Charlotte office operates with excellence and purpose.

You will manage the day-to-day Charlotte campus operations, fostering a workplace environment that supports employee engagement, culture, safety and operational excellence.

We offer a flexible work environment that requires an individual to be
in the office 4 days per week. This position is based in: Charlotte, NC – CENTS. Relocation assistance is not available for this position

What you'll do:

• Partners with regional leadership, association stakeholders, and functional teams to plan, implement, and evaluate programs that advance business objectives.

• Act as the primary liaison between the Regional General Manager, business leaders, and association partners to facilitate communication, alignment and execution of key initiatives across the organization.

• Manages regional budgets and financial planning activities, ensuring responsible stewardship of resources and adherence to financial objectives.

• Provides comprehensive operational support for the Charlotte office, encompassing facilities management, real estate, and business continuity planning.

• Manages service level agreements (SLAs) for all support functions, ensuring adherence to service standards.

• Coordinates executive-level communications, presentations, briefing materials, and leadership messaging to keep the Charlotte team informed and connected with USAA’s mission, culture, and organizational prioritites.

• Builds and maintains strategic partnerships with Charlotte leadership, employees, and external organizations to foster collaboration and drive successful execution of regional priorities.

• Drive and Enable campus, culture, and community initiatives for the USAA Charlotte team, promoting volunteerism, employee engagement and a positive work environment

• Partners with local and association event teams to support planning and execution of site programming of employee events, leadership meetings, and engagement activities to enhanceconnection with the military community

• Serve as a designated delegate of the GM in meetings — acting as proxy, monitors, tracks, and communicates progress of commitments and ensuring follow-through

• Surface and elevate issues to the GM, driving engagement initiatives and removing operational friction

• Identifies and assess operational bottlenecks and risks, develop mitigation strategies

• Coordinates across full range of local and association functions including marketing, corporate impact, military affairs, protective security, human resources, government affairs, compliance, and finance

• Facilitates tactical and operational planning and implementation processes to assure that management is knowledgeable of process, goals, objectives and strategies.

• Monitors, coordinates, documents, and communicates progress toward achievement of business goals, objectives, strategies and action plan results.

• Evaluates the relevance of messages for intended audience and ensures consistency and accuracy.

• Provides advice and guidance and negotiates approval of communication materials with executive management and subject-matter experts prior to securing final approval from senior executive or Executive Leadership Team member.

• Ensures deliverables meet established standards of appearance and content and that all logistical requirements are satisfied.

• Responsible for the development, coordination and timely submission of relevant, broader level ELT and Board/Council/Committee driven requirements.

• Provides oversight and support to project teams in development and implementation of departmental employee events and business conferences.

• Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.

Experiences that will support your success:

• Bachelor's degree; OR 4 years of relevant education and/or experience.

• 6 years of project/program management experience supporting senior level executives, corporate event planning and/or managing executive level communications.

• Ability to build strong relationships and to work with all levels within the organization.

• Experience developing executive level briefings in support of EC, CEO and BoDdeliverables.

• Demonstrated capability to navigate in a fast-paced environment and prioritize tasks with competing deadlines.

• Demonstrated ability to manage confidential information.

• Ability to interact and collaborate positively with executive leadership and communicate concepts clearly.

• Advanced knowledge of Microsoft Office Suite to include Word, Excel and PowerPoint.

What sets you apart:

• Deep appreciation for USAA's mission and a personal connection to or passion for serving the military community

• Strong local community involvement experience in Charlotte, North Carolina

• Experience operating in highly matrixed organizations

• Enthusiasm for in-person work and a passion for empowering and engaging teams

• Confidence engaging with senior executives, general managers, or regional/site leadership teams

• Experience coordinating cross-functional operational initiatives and executive operating rhythms

• Demonstrated ability to manage competing priorities in fast-moving environments with limited direction

• Financial services industry experience

• Strong communication skills, problem-solving ability, and a strategic, forward-thinking mindset

Compensation range: The salary range for this position is: $99,580.00 - $179,240.00.

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.

Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.

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.

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, visit our benefits page on USAAjobs.com.

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 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.

Skills Required

Bachelor's degree OR 4 years of relevant education and/or experience
6 years of project/program management experience supporting senior-level executives, corporate event planning, or executive-level communications
Ability to build strong relationships and work with all levels within the organization
Experience developing executive-level briefings in support of EC, CEO and Board deliverables
Demonstrated capability to navigate a fast-paced environment and prioritize tasks with competing deadlines
Demonstrated ability to manage confidential information
Ability to interact and collaborate positively with executive leadership and communicate concepts clearly
Advanced knowledge of Microsoft Office Suite including Word, Excel and PowerPoint
Deep appreciation for USAA's mission and connection to or passion for serving the military community
Strong local community involvement experience in Charlotte, North Carolina
Experience operating in highly matrixed organizations
Enthusiasm for in-person work and passion for empowering and engaging teams
Confidence engaging with senior executives, general managers, or regional/site leadership teams
Experience coordinating cross-functional operational initiatives and executive operating rhythms
Financial services industry experience

USAA Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about USAA and has not been reviewed or approved by USAA.

Retirement Support — Robust retirement programs include a rich 401(k) employer match alongside a company-funded pension, reinforcing long-term financial security. These elements are often singled out as standout features of the total rewards package.
Healthcare Strength — Comprehensive medical, dental, vision, behavioral health, and telehealth coverage is paired with wellness incentives and onsite or reimbursed fitness resources. These offerings are perceived as meaningfully enhancing overall compensation value.
Parental & Family Support — Fully paid parental leave, adoption assistance, and childcare reimbursement reflect substantial support for families. These benefits are widely regarded as valuable contributors to the employment proposition.

Learn more about USAA's Compensation & Benefits →

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The Company

HQ: San Antonio, TX

35,000 Employees

What We Do

At USAA, our mission is more than just words – it’s the reason we do what we do. Our goal is to be the military community’s provider of choice for insurance, banking, financial products and advice. Take a look back at our history and you’ll see a strong track record of providing members with the highest level of care and support. And we’re proud to continue helping them achieve better financial futures. It’s that kind of dedication that’s helped us grow to more than 35,000 employees. Share our passion for serving those who serve? Whether you’re connected to the military or not, we’re always looking for talented individuals to join our team.