AVP, Advice shaping and delivering personalized financial services at USAA. Leading the development of advice standards and digital product strategies for member trust.
Responsibilities
Defines and implements Association-level Advice standards and governance protocols, ensuring consistency and alignment across all LoBs and functional areas
Develops and manages the digital Advice product lifecycle, including roadmap creation, prioritization, and execution with cross-functional teams
Responsible for facilitating the Advice operating model, coordinating central hub responsibilities and collaborating with distributed 'spoke' teams (Lines of Business)
Manages the integrated Advice experience, incorporating LoB inputs and ensuring cohesive delivery across digital and human-assisted channels
Drives innovative Advice distribution strategies, leveraging personalization technologies (e.g. PEGA, FinFeed), and creative channels such as email, podcasts, social influencers
Collaborates with LoB leaders to align product-specific Advice with association standards and complements non-product guidance, ensuring a holistic member journey
Champions adoption of advanced digital capabilities, including Generative AI, to enhance advice delivery
Foster a culture of continuous improvement, using performance measures (KPIs), member insights, and performance analytics to optimize Advice delivery and strengthen member financial resilience
Provides executive oversight for governance processes and ensures seamless integration of Next Best Action strategies ensuring cross-channel consistency and real-time data synchronization
Develops and maintains comprehensive member journey maps, integrating both non-product Advice (e.g., budgeting tools) and product-related guidance tailored to key member life events
Builds and oversees a team of employees for assigned functional area through ongoing execution of recruiting, development, retention, coaching and support, performance management, and managerial activities
Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
Requirements
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
10 years of progressive leadership experience in financial services, with a proven track record in member experience, strategy development, and operational execution
6 years of people leadership experience in building, managing and/or developing high-performing teams
Proven ability to lead association-wide, cross-functional initiatives, driving collaboration across diverse business units and influencing strategic decisions in a complex, matrixed environment
Ability to lead and influence organizational change while delivering results in a complex and highly matrix environment
Demonstrated success in governance and operational oversight, including developing frameworks, setting standards, and ensuring compliance across multiple lines of business
Demonstrated analytical and analytical acumen with expertise leveraging data analytics and member insights to translate into actionable strategies
Highly effective at building partnerships and influencing key decisions at a senior stakeholder level; proven ability to present information and build relationships with other executive management stakeholders.
Benefits
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
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