Manage federal income tax compliance and financial reporting for the US consolidated group and its US affiliates. Areas of responsibility include US federal income tax compliance, US international tax compliance, quarterly financial reporting, tax planning, audit support, and process improvement leveraging tax technology. This position will manage a Tax Analyst and a SALT Tax Manager as the team grows. This individual is expected to work in a cross-functional manner with the broader finance, R&D, treasury, and supply chain teams (at a minimum) as business partners. Additionally, this individual will liaise with and/or manage 3rd party providers and auditors. Primary Duties Prepare / review federal tax returns and supporting computations, including US international tax (FDII, BEAT, GILTI, FTC). Leverage ONESOURCE Income Tax. Manage R&D credit study in conjunction with external consultants. Liaise with external consultants on review of federal tax returns, preparation of fixed asset support, and other consulting projects. Prepare / review and file quarterly estimated / annual extension tax payments and prepare/review support and responses to federal notices. Manage annual EAETR computation and quarterly refresh. Prepare / review provision workbooks, supporting workpapers, rate reconciliation, and journal entries leveraging ONESOURCE Tax Provision and ONESOURCE Workpapers. Coordinate with SALT team for all related state and local tax reporting and support. Liaise with external auditors to support semi-annual audit and internal controls review, and support requests from global consolidation team. Prepare account journal entries and reconciliations of all income tax balance sheet accounts. Review updates to federal tax law and determine applicability to US consolidated group. Evaluate current filing positions and potential method changes for tax planning opportunities and mitigation of overall risk profile. Prepare modeling and analysis in support of recommendations to management. Coordination of federal income tax audits: Review and support information requests; prepare written responses. Prepare amended fililngs as required and maintain audit workpaper files Process improvement leveraging tax technology: Coordinate with team to identify areas requiring process improvement / automation. Develop/build new and maintain/enhance existing Alteryx workflows. Process improvement leveraging tax technology: Identify needs for additional tax technology software; build supporting business case. Collaborate cross-functionally with US and global finance team on broader initiatives. Perform all work in compliance with company quality procedures and standards. Perform other duties as assigned Qualifications Required Education, Training and Experience Bachelor's degree required in Finance, Accounting or a related Business field Masters and CPA preferred. 6+ years of public accounting or corporate tax experience with a focus on US multinational federal income tax compliance and financial reporting. Preferred Education, Training and Experience US international tax (FDII, BEAT, GILTI, FTC) experience preferred; IFRS experience is a plus. The following software experience is preferred, but not required. ONESOURCE Tax Provision & ONESOURCE Wrokpapers, ELT software (Alteryx), ONESOURCE Income Tax, ERP software (SAP) and Checkpoint Tax Research Software. Knowledge of US multinational federal income tax compliance and financial reporting, including income tax accounting methods and supporting regulations. Ability to lead/manage a team and collaborate cross-functionally. Ability to manage/liaise with external consultants and auditors. Knowledge, Skills, and Abilities (KSAs) Consistently upholds and reflects the core ethical principles and values that bioMérieux promotes. Effective verbal communication skills Demonstrates assertiveness and confidence in the face of a challenge Action Oriented: Takes action even when facing challenges Skilled in MS Office tools to include but not limited to Outlook, Teams, Word, and Excel Supervisory Responsibilities Direct supervision: (approximate) total employees supervised 1-5 This position will manage a Tax Analyst and a SALT Tax Manager as the team grows Decisions with short-term impact: Operational or tactical choices affecting immediate outcomes and daily team performance Decisions with long-term impact: Strategic choices influencing future direction, sustainability, and alignment with bioMérieux's mission Supplemental Data Position will manage members of US tax team US consolidated group is an inbound organization (French) reporting per IFRS principles Federal tax compliance is prepared in-house and reviewed by 3rd party Travel required: Travel required: 5% total (domestic and international) The estimated salary range for this role based in Utah is between $135,000 - 177,000. This role is eligible to receive a variable annual bonus based on company, team, and individual performance per bioMerieux's bonus program. This range may differ from ranges offered for similar positions elsewhere in the country given differences in cost of living. Actual compensation within this range is determined based on the successful candidate's experience and will be presented in writing at the time of the offer. In addition, bioMérieux offers a competitive Total Rewards package that may include: A choice of medical (including prescription), dental, and vision plans providing nationwide coverage and telemedicine options Company-Provided Life and Accidental Death Insurance Short and Long-Term Disability Insurance Retirement Plan including a generous non-discretionary employer contribution and employer match. Adoption Assistance Wellness Programs Employee Assistance Program Commuter Benefits Various voluntary benefit offerings Discount programs Parental leaves PandoLogic. Category: ,
05/30/2026
Full time
Manage federal income tax compliance and financial reporting for the US consolidated group and its US affiliates. Areas of responsibility include US federal income tax compliance, US international tax compliance, quarterly financial reporting, tax planning, audit support, and process improvement leveraging tax technology. This position will manage a Tax Analyst and a SALT Tax Manager as the team grows. This individual is expected to work in a cross-functional manner with the broader finance, R&D, treasury, and supply chain teams (at a minimum) as business partners. Additionally, this individual will liaise with and/or manage 3rd party providers and auditors. Primary Duties Prepare / review federal tax returns and supporting computations, including US international tax (FDII, BEAT, GILTI, FTC). Leverage ONESOURCE Income Tax. Manage R&D credit study in conjunction with external consultants. Liaise with external consultants on review of federal tax returns, preparation of fixed asset support, and other consulting projects. Prepare / review and file quarterly estimated / annual extension tax payments and prepare/review support and responses to federal notices. Manage annual EAETR computation and quarterly refresh. Prepare / review provision workbooks, supporting workpapers, rate reconciliation, and journal entries leveraging ONESOURCE Tax Provision and ONESOURCE Workpapers. Coordinate with SALT team for all related state and local tax reporting and support. Liaise with external auditors to support semi-annual audit and internal controls review, and support requests from global consolidation team. Prepare account journal entries and reconciliations of all income tax balance sheet accounts. Review updates to federal tax law and determine applicability to US consolidated group. Evaluate current filing positions and potential method changes for tax planning opportunities and mitigation of overall risk profile. Prepare modeling and analysis in support of recommendations to management. Coordination of federal income tax audits: Review and support information requests; prepare written responses. Prepare amended fililngs as required and maintain audit workpaper files Process improvement leveraging tax technology: Coordinate with team to identify areas requiring process improvement / automation. Develop/build new and maintain/enhance existing Alteryx workflows. Process improvement leveraging tax technology: Identify needs for additional tax technology software; build supporting business case. Collaborate cross-functionally with US and global finance team on broader initiatives. Perform all work in compliance with company quality procedures and standards. Perform other duties as assigned Qualifications Required Education, Training and Experience Bachelor's degree required in Finance, Accounting or a related Business field Masters and CPA preferred. 6+ years of public accounting or corporate tax experience with a focus on US multinational federal income tax compliance and financial reporting. Preferred Education, Training and Experience US international tax (FDII, BEAT, GILTI, FTC) experience preferred; IFRS experience is a plus. The following software experience is preferred, but not required. ONESOURCE Tax Provision & ONESOURCE Wrokpapers, ELT software (Alteryx), ONESOURCE Income Tax, ERP software (SAP) and Checkpoint Tax Research Software. Knowledge of US multinational federal income tax compliance and financial reporting, including income tax accounting methods and supporting regulations. Ability to lead/manage a team and collaborate cross-functionally. Ability to manage/liaise with external consultants and auditors. Knowledge, Skills, and Abilities (KSAs) Consistently upholds and reflects the core ethical principles and values that bioMérieux promotes. Effective verbal communication skills Demonstrates assertiveness and confidence in the face of a challenge Action Oriented: Takes action even when facing challenges Skilled in MS Office tools to include but not limited to Outlook, Teams, Word, and Excel Supervisory Responsibilities Direct supervision: (approximate) total employees supervised 1-5 This position will manage a Tax Analyst and a SALT Tax Manager as the team grows Decisions with short-term impact: Operational or tactical choices affecting immediate outcomes and daily team performance Decisions with long-term impact: Strategic choices influencing future direction, sustainability, and alignment with bioMérieux's mission Supplemental Data Position will manage members of US tax team US consolidated group is an inbound organization (French) reporting per IFRS principles Federal tax compliance is prepared in-house and reviewed by 3rd party Travel required: Travel required: 5% total (domestic and international) The estimated salary range for this role based in Utah is between $135,000 - 177,000. This role is eligible to receive a variable annual bonus based on company, team, and individual performance per bioMerieux's bonus program. This range may differ from ranges offered for similar positions elsewhere in the country given differences in cost of living. Actual compensation within this range is determined based on the successful candidate's experience and will be presented in writing at the time of the offer. In addition, bioMérieux offers a competitive Total Rewards package that may include: A choice of medical (including prescription), dental, and vision plans providing nationwide coverage and telemedicine options Company-Provided Life and Accidental Death Insurance Short and Long-Term Disability Insurance Retirement Plan including a generous non-discretionary employer contribution and employer match. Adoption Assistance Wellness Programs Employee Assistance Program Commuter Benefits Various voluntary benefit offerings Discount programs Parental leaves PandoLogic. Category: ,
Job Description: Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead - our policyholders count on us to be there when it matters most. It's a big ask, but it's one that we have the power to deliver when we work together. We collaborate and innovate - pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it's the right thing to do. Pacific Life is more than a job, it's a career with purpose. It's a career where you have the support, balance, and resources to make a positive impact on the future - including your own. We're actively seeking a talented Sr Private Placement Ops Analyst I to join our Fixed Income Ops team, which provides full Operational, Middle Office support to Portfolio Management, Credit Analysis and Pension Risk Transfer teams. This role will be based in Charlotte, NC. As a Sr Private Placement Ops Analyst I, you'll play a key role in Pacific Life's growth and long-term success by contributing to the efficient handling of complex Private Placement and Alternative investment activity, including but not limited to the timely capture of Security Master and Trade data. You will fill a role that sits on a team of currently 12 people in the Pacific Life Investment division. How you'll help move us forward: Own operational execution for private investments across the full lifecycle-from trade capture through closing, funding, and settlement Drive deal readiness by aligning legal, counterparties, and internal teams to support efficient and controlled closings Serve as a key coordinator across custodians, trustees, managers, and internal stakeholders to keep transactions progressing Oversee funding activity and related cash movements with a focus on accuracy and timeliness Maintain integrity of instrument data across systems, including key terms and cash flow structures Lead onboarding of new investments and relationships to ensure seamless integration into established workflows Resolve breaks using structured analysis while identifying opportunities to improve efficiency and scalability Partner with front office and control functions to strengthen processes and support a disciplined operating environment The experience you bring: 5+ years of fixed income experience within investment operations or middle office roles in asset management, hedge funds, or investment banking Bachelor's degree in Finance, Accounting, or equivalent relevant experience Direct experience supporting private or less liquid assets, with a strong understanding of transaction lifecycles and closing mechanics Ability to interpret deal documentation and translate it into accurate operational execution Analytical mindset with a demonstrated ability to troubleshoot complex issues and navigate ambiguity Strong communicator with the ability to engage effectively across legal, investment, and operational stakeholders Highly organized and self-directed, able to manage multiple priorities in a fast-paced environment Proficiency with industry tools including Bloomberg, Excel, Business Objects, Power BI, ePAM, and the MS Office Suite, with the ability to partner effectively with technology teams What makes you stand out: Knowledge of Note Purchase agreements, Credit Agreements and other standard legal docs Familiarity with Private Placement re-registration process Prior involvement with coordinating Asset Transfers, Free Receipts and Free Deliveries Proficiency with Nexen, Bloomberg AIM, Excel, ePAM, SQL, Power BI, Power Automate You can be who you are. People come first here. We're committed to an inclusive workforce. Learn more about how we create a welcoming work environment at . What's life like at Pacific Life? Visit Base Pay Range: The base pay range noted represents the company's good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. Also, most employees are eligible for additional incentive pay. $45.05 - $55.06 Your Benefits Start Day 1 Your wellbeing is important to Pacific Life, and we're committed to providing you with flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we've got you covered. Prioritization of your health and well-being including Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents Generous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time Off Paid Parental Leave as well as an Adoption Assistance Program Competitive 401k savings plan with company match and an additional contribution regardless of participation You Can Be Who You Are We are committed to a culture of diversity and inclusion that embraces the authenticity of all employees, partners and communities. We support all employees to thrive and achieve their fullest potential. What's life like at Pacific Life? Visit EEO Statement: Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.
05/28/2026
Full time
Job Description: Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead - our policyholders count on us to be there when it matters most. It's a big ask, but it's one that we have the power to deliver when we work together. We collaborate and innovate - pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it's the right thing to do. Pacific Life is more than a job, it's a career with purpose. It's a career where you have the support, balance, and resources to make a positive impact on the future - including your own. We're actively seeking a talented Sr Private Placement Ops Analyst I to join our Fixed Income Ops team, which provides full Operational, Middle Office support to Portfolio Management, Credit Analysis and Pension Risk Transfer teams. This role will be based in Charlotte, NC. As a Sr Private Placement Ops Analyst I, you'll play a key role in Pacific Life's growth and long-term success by contributing to the efficient handling of complex Private Placement and Alternative investment activity, including but not limited to the timely capture of Security Master and Trade data. You will fill a role that sits on a team of currently 12 people in the Pacific Life Investment division. How you'll help move us forward: Own operational execution for private investments across the full lifecycle-from trade capture through closing, funding, and settlement Drive deal readiness by aligning legal, counterparties, and internal teams to support efficient and controlled closings Serve as a key coordinator across custodians, trustees, managers, and internal stakeholders to keep transactions progressing Oversee funding activity and related cash movements with a focus on accuracy and timeliness Maintain integrity of instrument data across systems, including key terms and cash flow structures Lead onboarding of new investments and relationships to ensure seamless integration into established workflows Resolve breaks using structured analysis while identifying opportunities to improve efficiency and scalability Partner with front office and control functions to strengthen processes and support a disciplined operating environment The experience you bring: 5+ years of fixed income experience within investment operations or middle office roles in asset management, hedge funds, or investment banking Bachelor's degree in Finance, Accounting, or equivalent relevant experience Direct experience supporting private or less liquid assets, with a strong understanding of transaction lifecycles and closing mechanics Ability to interpret deal documentation and translate it into accurate operational execution Analytical mindset with a demonstrated ability to troubleshoot complex issues and navigate ambiguity Strong communicator with the ability to engage effectively across legal, investment, and operational stakeholders Highly organized and self-directed, able to manage multiple priorities in a fast-paced environment Proficiency with industry tools including Bloomberg, Excel, Business Objects, Power BI, ePAM, and the MS Office Suite, with the ability to partner effectively with technology teams What makes you stand out: Knowledge of Note Purchase agreements, Credit Agreements and other standard legal docs Familiarity with Private Placement re-registration process Prior involvement with coordinating Asset Transfers, Free Receipts and Free Deliveries Proficiency with Nexen, Bloomberg AIM, Excel, ePAM, SQL, Power BI, Power Automate You can be who you are. People come first here. We're committed to an inclusive workforce. Learn more about how we create a welcoming work environment at . What's life like at Pacific Life? Visit Base Pay Range: The base pay range noted represents the company's good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. Also, most employees are eligible for additional incentive pay. $45.05 - $55.06 Your Benefits Start Day 1 Your wellbeing is important to Pacific Life, and we're committed to providing you with flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we've got you covered. Prioritization of your health and well-being including Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents Generous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time Off Paid Parental Leave as well as an Adoption Assistance Program Competitive 401k savings plan with company match and an additional contribution regardless of participation You Can Be Who You Are We are committed to a culture of diversity and inclusion that embraces the authenticity of all employees, partners and communities. We support all employees to thrive and achieve their fullest potential. What's life like at Pacific Life? Visit EEO Statement: Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.
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 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 As a dedicated Manager of Life Company Acquisition, you will 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. Motivate staff toward the attainment of acquisition goals and develops employees through regular coaching and feedback that leads to improved long-term sustainable results. Execute 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 in Tampa, FL. 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. Contributes to the achievement of Life Co member, product, and financial goals through team's 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. 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. 6 years of experience in financial services operations to include process improvement. 2 years of direct team lead, supervisory or management experience required. 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 (America's 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 Life and Health license 3 or more years of direct management experience leading sales teams in Insurance and/or Financial Services industries. 1 or more years of working experience with Life, Health, or retirement income products Experience working/managing in a call center environment. Chartered Life Underwriter (CLU) or related industry designation Compensation range: The salary range for this position is: $85,040 - $153,080. 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 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.
05/27/2026
Full time
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 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 As a dedicated Manager of Life Company Acquisition, you will 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. Motivate staff toward the attainment of acquisition goals and develops employees through regular coaching and feedback that leads to improved long-term sustainable results. Execute 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 in Tampa, FL. 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. Contributes to the achievement of Life Co member, product, and financial goals through team's 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. 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. 6 years of experience in financial services operations to include process improvement. 2 years of direct team lead, supervisory or management experience required. 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 (America's 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 Life and Health license 3 or more years of direct management experience leading sales teams in Insurance and/or Financial Services industries. 1 or more years of working experience with Life, Health, or retirement income products Experience working/managing in a call center environment. Chartered Life Underwriter (CLU) or related industry designation Compensation range: The salary range for this position is: $85,040 - $153,080. 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 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.
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 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 As a dedicated Manager of Life Company Acquisition, you will 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. Motivate staff toward the attainment of acquisition goals and develops employees through regular coaching and feedback that leads to improved long-term sustainable results. Execute 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 is based in Plano, TX, 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. Contributes to the achievement of Life Co member, product, and financial goals through team's 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. 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. 6 years of experience in financial services operations to include process improvement. 2 years of direct team lead, supervisory or management experience required. 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 (America's 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 Life and Health license 3 or more years of direct management experience leading sales teams in Insurance and/or Financial Services industries. 1 or more years of working experience with Life, Health, or retirement income products Experience working/managing in a call center environment. Chartered Life Underwriter (CLU) or related industry designation 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 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.
05/26/2026
Full time
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 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 As a dedicated Manager of Life Company Acquisition, you will 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. Motivate staff toward the attainment of acquisition goals and develops employees through regular coaching and feedback that leads to improved long-term sustainable results. Execute 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 is based in Plano, TX, 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. Contributes to the achievement of Life Co member, product, and financial goals through team's 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. 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. 6 years of experience in financial services operations to include process improvement. 2 years of direct team lead, supervisory or management experience required. 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 (America's 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 Life and Health license 3 or more years of direct management experience leading sales teams in Insurance and/or Financial Services industries. 1 or more years of working experience with Life, Health, or retirement income products Experience working/managing in a call center environment. Chartered Life Underwriter (CLU) or related industry designation 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 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.
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 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 As a dedicated Manager of Life Company Acquisition, you will 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. Motivate staff toward the attainment of acquisition goals and develops employees through regular coaching and feedback that leads to improved long-term sustainable results. Execute 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 in Tampa, FL. 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. Contributes to the achievement of Life Co member, product, and financial goals through team's 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. 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. 6 years of experience in financial services operations to include process improvement. 2 years of direct team lead, supervisory or management experience required. 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 (America's 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 Life and Health license 3 or more years of direct management experience leading sales teams in Insurance and/or Financial Services industries. 1 or more years of working experience with Life, Health, or retirement income products Experience working/managing in a call center environment. Chartered Life Underwriter (CLU) or related industry designation Compensation range: The salary range for this position is: $85,040 - $153,080. 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 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.
05/26/2026
Full time
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 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 As a dedicated Manager of Life Company Acquisition, you will 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. Motivate staff toward the attainment of acquisition goals and develops employees through regular coaching and feedback that leads to improved long-term sustainable results. Execute 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 in Tampa, FL. 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. Contributes to the achievement of Life Co member, product, and financial goals through team's 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. 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. 6 years of experience in financial services operations to include process improvement. 2 years of direct team lead, supervisory or management experience required. 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 (America's 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 Life and Health license 3 or more years of direct management experience leading sales teams in Insurance and/or Financial Services industries. 1 or more years of working experience with Life, Health, or retirement income products Experience working/managing in a call center environment. Chartered Life Underwriter (CLU) or related industry designation Compensation range: The salary range for this position is: $85,040 - $153,080. 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 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.
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 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 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. Execute 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 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. Contributes to the achievement of Life Co member, product, and financial goals through team's 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 relevant experience without bachelor's 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. 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 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.
05/26/2026
Full time
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 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 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. Execute 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 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. Contributes to the achievement of Life Co member, product, and financial goals through team's 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 relevant experience without bachelor's 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. 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 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.
