Director, Product Management – Investment Service Company – Nurturing Team

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! 

The Investment Nurturing team is responsible for bringing together the what, where, why, and how of member interactions into one continuous conversation post account opening to grow member trust, increase engagement, and expand lifetime value by orchestrating personalized, compliant, and consistent post-account opening experience across channels.  It is not transactional or administrative support (change of address) but rather uses triggers to build experiences that deepen the Member relationship with USAA Investment Advisory.

We are currently seeking a Director, Product Management, to support the Nurturing efforts within the USAA Investment Service Company (ISCO). This role will manage a team of individual contributors responsible for formulating product/sales strategy recommendations based on analysis of profitability, competitiveness and sales performance for the product life cycle. Compile, analyze and interpret data to make strategic and tactical recommendations or decisions pertaining to sales/product performance. Responsible for defining the business questions and providing insights to improve business performance. Supports the maintenance of existing products and/or may lead in the development and launch of less complex, new products with channel partners managing and prioritizing deliverables in accordance with Agile principles.

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 Plano TX. Or Charlotte, NC. Campus Relocation assistance NOT available for this position.

Job Description

What you'll do:

• Responsible for communicating and promoting the product value proposition to Distribution organization.
• Ensures product team delivers sales support to all distribution channels (e.g., .com, mobile, contact center) so that the product is properly positioned to customers (sales tool and collateral development, sales training, etc.).
• Develops new product or sales offerings and enhanced features/services to existing product or sales offerings utilizing Agile methodologies to deliver innovative solutions.
• Leads research, analysis and evaluates performance metrics to drive recommendations for market opportunities or product enhancements.
• Leverages resources to gather data and member information to support formulation of product strategy and acquire competitive intelligence.
• Partners with appropriate stakeholders to develop communications for product and pricing strategies to key stakeholders and committees within the respective Function, Line of Business, and across the association.
• 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.
• Interprets performance results to inform product or sales forecast and planning.
• 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 in Business, Marketing, Supply Chain, Engineering, Finance, Behavioral Psychology or Statistics OR 4 years of relevant education and/or experience (in addition to the minimum years of experience required) may be substituted in lieu of degree (Total of 12 years of experience without bachelor’s degree)       
• 8 years of relevant industry experience in Actuary, Underwriting, Marketing, Distribution or Sales/Service or Finance/Accounting Operations, Financial Services or Wealth Management.       
• 4 years of product management, or similar strategic management experience (similar experience includes direct support in managing product performance).
• 3 years of direct team lead or management experience.      
• Knowledge of relevant laws and regulations (i.e. FINRA).       
• Experienced in market research to create product roadmap, make product decisions and iterate rapidly.        
• Expert knowledge of applicable product related regulations and, risk and compliance requirements.

What sets you apart: 

• US military experience through military service or a military spouse/domestic partner
• Digital Member Experience Expertise Experience developing and optimizing digital customer or member experiences that improve engagement, retention, and satisfaction.
• Growth Strategy & Journey Optimization Experience identifying and implementing strategies that drive digital adoption, deepen relationships, and increase share of wallet (SOW).
• Data-Driven Decision-Making Ability to leverage customer, product, and performance data to identify opportunities, measure outcomes, and inform business recommendations.
• Conversion & Lifecycle Management Experience improving digital conversion funnels, lead generation programs, and customer lifecycle strategies, including digital-to-human engagement models.
• Cross-Functional Influence & Collaboration Proven ability to partner effectively across Product, Marketing, Digital, Analytics, Operations, and Advisory teams to deliver business outcomes.
• Wealth Management Knowledge Understanding of digital investing, brokerage, managed accounts, and member retention strategies, with familiarity measuring success through AUM growth, satisfaction, and retention metrics.

Compensation range: The salary range for this position is: $152,180 - $273,930

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.