Director, Learning and Development – Investment Service Company (ISCO)

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

USAA is excited to continue to serve veterans and their families as we launch our new USAA Investment Services Company (ISCO). The Investment Services Company will combine personalized advice with investment products and solutions designed to help members achieve their financial goals.  Come be part of an organization dedicated to serving more members, serving them well and helping each other succeed! 

USAA is seeking a talented Director, Learning and Development, who will manage a team in the assessment of learning needs, development, and implementation of learning solutions. Consults with executive clients to develop action plans to close human performance gaps and drives execution leading to positive impact on business results. Leads the identification of development needs, definition of learning requirements, and creation of learning paths. Governs portfolio of learning solutions community in support of USAA strategies and operational plan.

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 not available for this position

What you'll do:

• Leads the planning, design, development, implementation, and evaluation of programs and/or learning activities.
• Partners with internal and external stakeholders to assess human performance needs to address business issues and develop executable strategies to address program needs and/or drive the development of new programs and activities.
• Manages a learning and development portfolio of projects and programs, and reports progress and results to the appropriate leadership.
• Continuously evaluates the effectiveness and efficiency of learning and portfolio solutions to ensure outcomes meet USAA's strategic and operational objectives; and discontinues, adds, and modifies learning solutions, as needed.
• Communicates the portfolio of learning and development solutions with the enterprise to ensure understanding of roles, responsibilities, and benefits.
• Establishes performance expectations and provides feedback, coaching, and career counseling for direct reports and matrixed team members (project team members).
• Establishes strategic partnerships with outside vendors and consultants to incorporate industry best practices, trends, processes, and products and services into current learning and development strategies.
• Manages budgets associated with programs and directs resources to the most critical functions, initiatives, or classes based on capacity and competing priorities.
• 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.
• Ensure 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 relevant education and/or experience.
• 8 years of progressive operational experience to include training in design, development, facilitation and/or deployment.
• 3 years of direct team lead or management experience.
• Demonstrated ability to isolate key business problems and influence clients to take appropriate action.
• Demonstrated ability to develop and manage talent, manage workflow and project execution, engage and inspire, foster open communication, establish plans, manage and improve processes, build relationships, and establish trust.
• Demonstrated ability to use multiple learning methods and to match the appropriate methods with the subject matter.
• Experience designing custom learning/ training programs and/or solutions.
• Advanced knowledge of needs assessment and curriculum design for diverse audiences and on a broad range of topics.
• Experience implementing aspects of evaluation models to determine training effectiveness.
• Demonstrated ability to implement lessons learned to improve training program/strategy.

What sets you apart:  

• US military experience through military service or a military spouse/domestic partner
• Current FINRA Series 7, 66 (63 or 65)
• Current FINRA Series 9/10
• Financial service designations to include CFP (Certified Financial Planner), CLU (Chartered Life Underwriter), or RICP (Retirement Income Certified Professional) designations
• 4 or more years of experience with investment services such as Brokerage, Life, Health and Annuity products
• Strong facilitation skills, experience building presentations and ability to articulate complex concepts
• Project Management experience 

Compensation range: The salary range for this position is: $135,190 - $243,340

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.