Portfolio Manager Lead - P&C Portfolio Management Office

USAA • San Antonio, TX

20h • Hybrid

About The Position

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. The Opportunity As a dedicated Portfolio Manager Lead for the P&C Portfolio Management Office, you will be responsible for governing CoSA, Line of Business, or USAA level portfolios and ensures compliance with applicable policies, procedures, standards, controls, and regulations. Partners with Executive Sponsors, Program Sponsors, business owners and additional stakeholders to ensure alignment to strategic objectives and effective prioritization, planning, budgeting, delivery, and benefits realization of work efforts. Supports broader USAA portfolio management, supports technology investment planning, and coordinates with Program Managers on budget inputs and updates. Communicate impact of saturation on employees and influences executive decision making. 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. Relocation assistance is not available for this position.

Requirements

• 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.
• 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.
• Please provide a project list along with your resume demonstrating the above qualifications (is required).

Nice To Haves

• 3 or more years working in the property and casualty insurance industry.
• High learning agility and adaptability, with the ability to operate effectively in fast-paced, highly dynamic environments characterized by frequent change, evolving priorities, and ambiguity.
• Proven executor with strong operational discipline and attention to detail, including experience navigating enterprise PMO/EPMO standards and governance, demonstrating sound judgment on when to challenge processes versus execute within established frameworks.
• Proven background in IT delivery roles with the ability to translate strategic business priorities into clear technical work efforts, investment options, and delivery outcomes; SAFe Product Owner and/or Release Train Engineer (RTE) experience strongly preferred.
• Demonstrated strength in partnering with customers and executive stakeholders with competing priorities, effectively building trust, driving alignment, and achieving shared outcomes within complex, matrixed environments.
• Strong data-driven mindset with experience using financial, delivery, and performance metrics to inform portfolio prioritization, risk management, and executive decision-making.
• US military experience through military service or a military spouse/domestic partner.

Responsibilities

• Monitors, governs and is accountable for moderate to highly complex CoSA, LOB, or USAA 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.

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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level