Portfolio Manager Senior - Property & Casualty

$109,130 - $208,580/Yr

USAA - Chesapeake, VA

Full-time - Mid Level

Chesapeake, VA

10,001+ employees

Credit Intermediation and Related Activities

About the position

The Portfolio Manager Senior at USAA is responsible for overseeing CoSA or LOB portfolios, ensuring compliance with policies and regulations, and aligning strategic objectives with effective planning and delivery. This role involves collaboration with executive sponsors and stakeholders to prioritize and manage work efforts, while also supporting broader portfolio management and technology investment planning.

Responsibilities

• Monitors, governs and is accountable for low to moderately complex CoSA or LOB portfolios.
• Completes governance routines per the Enterprise Program Management Office (EPMO) Policy, Standards and Procedures.
• Monitors a low to moderately complex portfolio on an ongoing basis, to resolve issues and disseminate information to stakeholders.
• Facilitates the identification, management, and resolution of systemic cross-work risks/issues and interdependency conflicts for work effort(s)/program deliverables.
• Leverages analytics to research and identify Financial Management risks and recommends solutions to address opportunities.
• Monitors for stale work efforts and need for resolution, including termination proposal if applicable.
• Supports development and execution of CoSA planning in partnership with Enterprise Integrated Planning (EIP) and their respective PMO.
• Monitors and makes prioritization recommendations to senior leadership and their respective PMO to ensure portfolio alignment and delivery against strategic priorities.
• Communicates portfolio statuses and changes regularly with executive sponsors, program sponsors, business owners, and additional stakeholders as required.
• Reviews health and performance of portfolio regularly, monitors portfolio success via recognized methodologies, and identifies performance improvement opportunities.
• 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.

Requirements

• Bachelor's degree; OR 4 years of related experience may be substituted in lieu of degree.
• 6 years of progressive project, program, or portfolio management experience to include process improvement and/or consulting for large strategic efforts.
• Proficient understanding of project, program, and portfolio management principles.
• Working knowledge in the full lifecycle experience managing strategic and operational work efforts.
• Experience with portfolio management and execution experience delivering complex work efforts working with Waterfall and Agile methodologies.
• 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

• Prior P&C experience
• Strategy experience including leveraging strategy to drive prioritization and translating strategy to execution.
• Deep financial acumen, including integrated planning and I/T financial forecasting, benefits monitoring, and analysis of financial performance indicators.
• Strong executive level presence including demonstrated success in developing and presenting influential content to a wide range of audiences.
• US military experience through military service or a military spouse/domestic partner.

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 assistance