Lead Portfolio Manager - Horizontal Integrated Planning

USAA•San Antonio, VA

2d•Hybrid

About The Position

This is a significant opportunity to help stand up a newly designed Horizontal Integrated Planning function that shapes the future direction of P&C. As a Lead Portfolio Manager for Horizontal Integrated Planning, you will connect strategy, planning, execution, and investment decisions across the Association, ensuring priorities are aligned, sequenced, and optimized. You will collaborate with senior leaders across P&C, Finance, Technology, and the broader Association to build and manage a comprehensive multi-year planning framework. The ideal candidate is a strategic thinker and experienced portfolio management professional who excels at navigating complexity and driving alignment across diverse stakeholders through their expertise and influence. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, or Tampa, FL, or Chesapeake, VA. Relocation assistance is not available for this position.

Requirements

Bachelor's degree; OR 4 years of relevant education and/or experience.
8 years of progressive project, program, or portfolio management experience to include process improvement and/or consulting for large strategic efforts.
2 years of experience supporting, managing, or leading across complex organizational lines in a matrix structure.
Advanced understanding and demonstrated application of project, program and portfolio management and principles.
Highly proficient in the full life cycle experience managing strategic and operational work efforts.
Demonstrated experience using Waterfall or Agile methodologies to execute on portfolio management strategies and delivering complex work efforts.
Currently possess at least one of the following: Certified Project Manager (CPM), Lean Portfolio Management Certification, Project Management Professional (PMP), or gains one within 6 months of placement.
Proficient experience in USAA's change management methodology or similar industry change management methodology.

Nice To Haves

2+ years of Property & Casualty insurance experience, including knowledge of P&C financial performance drivers, planning processes, and business operations.
Demonstrated success contributing to large-scale, cross-functional planning or portfolio initiatives that required prioritization, dependency management, sequencing, and resolution of competing demands.
Proven ability to influence and align senior executives and key stakeholders across multiple organizations without direct authority.
Deep expertise in portfolio management disciplines, including strategic planning, prioritization, and investment optimization.
Significant experience developing and delivering executive-level communications, planning materials, and presentations for senior leadership forums.
Experience contributing to operational planning activities, including annual planning cycles, forecasting, financial planning, and development of executive planning packages.
Experience integrating portfolio management, business architecture, change management, analytics, and operational planning disciplines to translate strategy into actionable roadmaps and measurable outcomes.
US military experience gained through military service or gained as a military spouse / domestic partner

Responsibilities

Monitors, governs and is accountable for moderate to highly complex Function, Line of Business, and/or Association- level portfolios.
Completes governance routines per the Enterprise Program Management Office (EPMO) Policy, Standards and Procedures.
Monitors and adjusts the inventory of work efforts in a moderate to highly complex portfolio on an ongoing basis, to resolve and disseminate information to stakeholders.
Identifies, recommends solutions, and escalates systemic cross-work risks / issues to portfolio scope, timeline, and budget and interdependency conflicts for project deliverables and informs portfolio team and key stakeholders as needed.
Leverages analytics to research and identify Financial Management risks and recommends solutions to address opportunities; may escalate to their respective Portfolio Management Office (PMO) or leadership team as needed.
Ensures effective financial and resource management of overall portfolio, assisting in managing portfolio expenses to achieve business value.
Monitors for stale work efforts and need for resolution, including termination of proposal if applicable.
Facilitate Key Performance Indicators (KPIs) / metrics, standards, reporting mechanisms and decision-making forums.
Develops and executes portfolio planning and influences prioritization and sequencing of work efforts in partnership with Enterprise Integrated Planning (EIP) and their respective PMO, as applicable.
Monitors and makes prioritization recommendations to their senior leadership and their respective PMO to ensure portfolio alignment and delivery against strategic priorities as needed.
Reviews and resolves risk and issue escalations for portfolio, identifies need for escalations.
Communicates portfolio statuses and changes regularly with Executive Sponsors, Program Sponsors, business owners, and additional stakeholders as required.
Establishes and manages the portfolio critical path by mapping out and managing work effort scheduling and interdependencies based on constraints and risks.
Reviews health and performance of portfolio regularly and identifies performance improvement opportunities providing updates to support teams and leaders.
Adheres to company and regulatory policies and procedures and EPMO processes, procedures, controls, standards, tools, and templates (as required).
Leverages existing change management routines as needed.
Drives the adoption and sustainment of changes within the organization in compliance with USAA's Change Management methodology.
Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.