Business Advisor, Lead

USAA

Business Advisor Lead providing business planning guidance and solutions for financial services industry. Identifying opportunities for compliance, process improvement, and stakeholder communication in a hybrid work environment.

Posted 7/20/2026full-timeSan Antonio • Arizona, Colorado, Florida, North Carolina, Texas • 🇺🇸 United StatesSenior💰 $114,080 - $218,030 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in business optimization, project management, and process consulting within the financial services industry, with a strong focus on risk management and compliance. Capable of developing strategic solutions and recommendations to enhance operational efficiency and profitability while effectively communicating with stakeholders at all levels.

Highest-signal resume keywords

Project ManagementBusiness Optimization PlanningRisk Management FrameworksAgile Process ApplicationStakeholder Communication

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Business Process AutomationData IntegrationBusiness IntelligencePerformance ManagementProcess ConsultingSolution DevelopmentRegulatory RequirementsTrend AnalysisGap AnalysisAudit Testing

Soft Skills

CoachingMentoringNegotiationInfluencingCommunication

Tools & Technologies

SalesforceSharePointCRMFiserveMetric StreamMicrosoft OfficeKDIMFidelityPortalCBS

Industry Keywords

Financial ServicesBusiness ViabilityComplianceOperational Risk ManagementStakeholder Engagement

About the role

Key responsibilities & impact

Advises stakeholders by providing business planning guidance to include research, development, planning and implementation of procedures and processes to increase business viability and ensure compliance and/or product competitiveness and profitable growth
Consults, develops and implements solutions to influence business decisions for relevant CoSA or line(s) of business
Develops best in practice solutions to the most complex business challenges
Identifies opportunities to change, enhance, or streamline existing business projects and initiatives
Identifies regulatory and/or operational gaps within the experience to mitigate key risks associated with financial, reputational or member harm
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.

Requirements

What you’ll need

Bachelor's degree; OR 4 years of related experience may be substituted in lieu of 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.

Benefits

Comp & perks

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
various wellness programs
career path planning and continuing education