Senior Vice President overseeing private banking client relationships at BNY. Focusing on revenue growth, retention, and strategic client objectives.
About the role
- AVP, Membership Rules and Entitlement overseeing USAA's membership governance framework. Driving eligibility rules and executing member entitlements with focus on regulatory compliance and transparency.
Responsibilities
- Governs and operationalizes membership eligibility rules across all entry pathways, ensuring clarity, consistency, and alignment with USAA’s mission and regulatory obligations
- Drives strategic eligibility expansion initiatives by evaluating new pathways and ensuring proposals maintain regulatory integrity and mission alignment
- Manages and executes member entitlements, ensuring accurate access to products, services, and benefits based on eligibility status
- Develops and oversees exception handling frameworks to address unique member scenarios and ensure enterprise alignment
- Maintains and communicates Member Owner rules and experience, including status updates, benefit messaging, and engagement strategies
- Leads the standardization of membership policies by transforming complex governance frameworks into clear, actionable guidance for consistent execution across the association and member-facing channels
- Collaborates with Legal, Compliance, Membership Experience, and other key stakeholders to ensure eligibility and entitlement frameworks meet federal/state regulations and are embedded into member lifecycle processes
- Leads strategic performance evaluation by interpreting key metrics, such as eligibility accuracy, compliance outcomes, and member sentiment, to inform enterprise-level improvements and reinforce trust in membership governance
- Responsible for driving the adoption of updated rules and standards across lines of business/functions and channels, ensuring consistent execution and member understanding
- Provide strategic leadership in shaping the future of membership eligibility by maintaining a comprehensive understanding of external trends, competitor practices, and demographic shifts; translate these insights into proactive strategies and rule evolutions that ensure USAA's continued success and relevance
- 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
Requirements
- Bachelor’s Degree OR 4 years of related experience may be substituted in lieu of degree
- 10 years of progressive leadership experience in membership governance or eligibility frameworks
- 6 years of people leadership experience in building, managing and/or developing high performing teams
- Proven track record in regulatory compliance and policy interpretation, particularly related to federal and state financial regulations impacting membership eligibility and entitlements
- Demonstrated experience in strategic program development, including evaluating and executing membership expansion initiatives aligned with mission and regulatory obligations
- Expertise in performance measurement and analytics, including interpreting KPIs such as eligibility accuracy, audit outcomes, and member sentiment to drive strategic improvements
- Experience managing exception handling frameworks, including designing scalable processes that address unique member scenarios while maintaining enterprise alignment
- Executive level business acumen and demonstrated knowledge of military affiliation categories and their implications for membership, with the ability to apply this understanding to rule development and member communications
Benefits
- 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
- various wellness programs
- career path planning and continuing education
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