Retirement Wealth Management Lead (PLANO)

Why USAA?

If you want to know about the requirements for this role, read on for all the relevant information.

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.

The Opportunity

USAA is seeking a talented Manager, Retirement Income to lead a team of specialized, licensed professionals dedicated to knowing our members, understanding their Health, Life or Retirement income needs, and providing appropriate solutions to facilitate their financial security. Motivates staff toward the attainment of acquisition goals and develops employees through regular coaching and feedback that leads to improved long-term sustainable results. Executes process improvements and leads organizational process changes to improve member and employee experiences.

We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position will be based on the Plano, TX . campus . Relocation assistance is not available for this position.

What you'll do :

Leads and develops a team of professional licensed advisors to provide best in class Health, Life, or Retirement advice and solutions to members to improve their financial security.

Contributesto the achievement of Life Co member, product, and financial goals through teams performance. Effectively coaches employees on sales processes and opportunities to improve overall sales results.

Proactively identifies opportunities to improve operational effectiveness in Life, Health, or Retirement Income, resulting in reducing manual processes and expenses. Works with key stakeholders to implement solutions to improve operational effectiveness and performance standards to drive improved acquisition results.

Maintains current knowledge of the competitive landscape, financial services industry trends, changes in technology, regulations, and / or other industry events that may impact operational functions and processes, and effectively communicates this knowledge to their direct reports and peers within Health, Life or Retirement Income.

Develops required operational tools and processes including workflow development, systems enhancements, and selection of other technical resources needed.

May fulfill the responsibilities of a securities principal : In conjunction and coordination with Securities Counsel and Securities Compliance, provides research and documentation support for use in responding to regulatory authority inquiries and audits.

Responsible for the resolution of complex operations issues and / or member escalations.

Maintains compliance with company policies, procedures, and all applicable state and federal laws, rules, and regulations.

Collaborates with strategic third-party vendors that helps USAA provide brokered products including Final Expense, Universal Life Insurance, Medicare Advantage & Prescription Drug Plans. Coordinates training / onboarding / development of third-party staffing to assist with seasonal call volumes.

Responsible for efficient call center operating model that adheres to employee and member experience KPIs.

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.

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. (Total of 10 years of experience without bachelors degree)

6 years of experience in financial services operations to include process improvement.

2 years of direct team lead, supervisory, or management experience required.

RETIREMENT INCOME ONLY : Required maintenance of FINRA Series 7, 66 (or 63 and 65), 24, and 51 (or 53), and / or attainment within 90 days of job entry.

Experience implementing and managing business process improvements.

Extensive sales experience in the Health, Life, or Retirement industry.

Demonstrated knowledge of financial products and services relevant to life, health insurance, or retirement income.

Knowledge of federal laws, rules, regulations, and applicable guidance to include NY Regulation 187, NY Reg 60, Best Interest, and CMS (Centers of Medicare and Medicaid Services).

Ability to complete AHIP (Americas Health Insurance Plans) and Strategic Partner carrier certifications.

What sets you apart :

US military experience through military service or a military spouse / domestic partner

Current / Active FINRA Series 7, 66 (or 63 and 65) and 24

Current / Active FINRA 51 (or 53)

Current Life and Health (Group 1) license

CERTIFIED FINANCIAL PLANNER (CFP) designation

RICP (Retirement Income Certified Professional) Designation

3 or more years of direct management experience within a financial service industry

1 or more years of working experience with Life, Health, or retirement income products

Experience working / managing in a call center environment.

Compensation range : The salary range for this position is : $90,310 - $162,550

USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).

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.