Business Advisor Lead

About the role

We are seeking a dedicated Business Advisor Lead. We offer a flexible work environment that requires an individual to be in the office 4 days per week . This position must be based in our San Antonio, TX; Plano, TX; Phoenix, AZ; Colorado Springs, CO; Charlotte, NC or Tampa, FL offices. Relocation assistance is not available for this position.

Responsibilities

• Identifies compliance and/or profit growth opportunities and provides guidance on procedure and process improvements to influence business optimization.
• Provides gap analysis, recommendations, and strategic direction to enhance business programs, projects, agile projects and/or processes in a client consulting capacity.
• Leverages best practices gained from expert industry knowledge to identify opportunities for business efficiencies and provide expert guidance strategy, planning, and problem-solving to help the business succeed in the marketplace.
• Identifies strategic partners and stakeholders to successfully communicate programs strategic impact.
• Responsible for monitoring risks within the internal control environment and advising on and recommending risk mitigation actions by collaborating with Compliance, Legal, Operational Risk Management, and Business Experience Owners.
• May lead efforts to conduct root cause diagnostics of key processes, controls, regulatory requirements to identify and document these issues.
• Monitors, develops and communicates audit testing, control testing and examination requests.
• Leads the development, management of consistent execution of operational reporting and provides trend analyses and solutions.
• Serves as a coach and mentor and on-the-job trainer for other team members.
• 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 (12 years of experience in lieu of a degree).
• 8 years of project management, process consulting, or business optimization planning within the financial services industry.
• Advanced knowledge of relevant industry technology applications, such as Salesforce, SharePoint, Portal, CRM, CBS, Fiserve, KDIM, Fideility, Metric Stream or other industry related applications.
• Extensive experience developing solutions and recommendations that will increase efficiency and improve business processes, projects, and programs, to include managing performance and profitability.
• Knowledgeable in the applications of Agile process and procedures.
• Knowledge and application of risk management frameworks and regulatory requirements for applicable LOB.
• Experience in developing communications and delivering key information effectively to stakeholders and all levels of management to influence decisions centered around business optimization.
• Sound understanding of various applications and processes encompassing business development, business intelligence, analytics, data integration, and business process automation.
• Expert level of experience in negotiating, prioritizing, consulting and influencing to all levels of management to achieve influence business decisions and achieve desired business results.
• Expert knowledge of Microsoft Office tools.
• What sets you apart:
• Consumer complaint program experience.
• Experience influencing and communicating with executive leaders and stakeholders to drive significant strategy and high value initiatives.
• Expert at creating summaries of complex information tailored for execut

Benefits

Additional Information

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.

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