The posting
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
As a dedicated Director, Practice Management & Advisor Growth, you will be responsible for developing and executing the strategic framework that enables Financial Advisors to grow their practices, deepen member relationships, improve productivity, and deliver holistic financial advice. This leader will oversee advisor business management programs, sales process excellence, advisor coaching frameworks, and third-party wholesale partnerships that support advisor success. The role serves as the bridge between advisory distribution, product partners, wholesalers, marketing, and field leadership to ensure advisors are equipped with the tools, resources, and business management disciplines necessary to drive sustainable growth.
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 Plano, TX. Relocation assistance is not available for this position.
What you'll do:
- Develops and leads a comprehensive practice management program for all Financial Advisors.
- Establishes advisor segmentation, client acquisition, relationship expansion, and referral strategies.
- Establishes best practices for business development, financial planning engagement, and client retention.
- Builds scalable approaches to advisor productivity, capacity, and practice growth.
- Reinforces a structured financial advisory sales process aligned with fiduciary standards.
- Implement coaching programs focused on prospecting, discovery, planning, recommendations, and relationship management.
- Drives advisor adoption of CRM, digital engagement tools, and AI-enabled insights.
- Manages strategic relationships with asset managers, wholesalers, and other investment partners.
- Establishes and reinforces advisor coaching and sales effectiveness practices across the financial planning and advice process.
- Establishes standards and governance for vendor and wholesaler engagement.
- Maximizes advisor access to investment expertise and thought leadership.
- Establishes practice health measures, scorecards, and other mechanisms to assess advisor performance and growth.
- Identifies opportunities to improve advisor capacity, efficiency, and client coverage.
- Develop business management scorecards and practice health metrics.
- Monitors advisor growth trends and recommend strategic improvements.
- 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. (Total of 12 years of experience without bachelor’s degree)
- 8 years of progressive wealth management or investment advisory leadership experience to include experience leading large-scale strategic initiatives and cross-functional programs.
- 3 years of direct team lead or management experience.
- FINRA registrations and advisory experience required. Current FINRA 7, 66 (or 63 and 65) Licenses Required
- Current FINRA 9/10 or 24 License Required
- Demonstrated experience successfully leading advisor coaching, sales management, or practice management programs.
- Strong understanding of advisory business development and financial planning.
- Experience managing external wholesaler relationships and strategic partnerships.
- Experience developing and implementing growth, retention, acquisition, or engagement strategies.
- Experience influencing senior leaders and driving organizational change.
- Experience leveraging data and analytics to identify trends and improve business outcomes.
What sets you apart:
- US military experience gained through military service or gained as a military spouse / domestic partner [optional]
- 5 or more years of direct management experience is required.
- CFP (Certified Financial Planner) designation.
- Experience working at competing wealth management firms with launching new lines of business, services, and business components.
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.
