Portfolio Manager Senior (Bank)

USAA • San Antonio, NC

13d • 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 Bank Portfolio Manager Senior , you will be responsible for supporting the centralized Bank portfolio governance and ensuring compliance with applicable policies, procedures, standards, controls, and regulations. You will be instrumental in ensuring the portfolio aligns with strategic objectives, driving effective prioritization, planning, and benefits realization through collaboration with executive stakeholders. Key duties will involve analyzing the Bank portfolio to uncover key data-driven trends and insights. You will help to develop tailored presentations to Bank leadership, offering clear, concise reports on portfolio health and performance. Your work will be critical in influencing strategic choices and safeguarding the integrity and accuracy of data presented to Bank Leadership and the Board. You will support portfolio-level business agility objectives by understanding and applying Scaled Agile practices to enhance strategy execution, value delivery, and adaptability. Lastly, you will support technology investment planning process and coordinate with line of business portfolio partners on budget inputs and updates. 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, Phoenix, AZ, Colorado Springs, CO, Chesapeake, VA, Charlotte, NC, Plano, TX 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.
• 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

• Demonstrated ability to effectively communicate and present to executive leadership.
• Minimum of 2 years of hands-on experience in data analysis, extraction, and reporting, with a strong track record of uncovering key trends and generating actionable insights.
• Experience in developing and managing Objectives & Key Results at the portfolio level to drive strategic alignment, measure progress, and foster business agility.
• Highly proficient in Microsoft PowerPoint, skilled in crafting and delivering compelling, data-driven presentations that influence decision-making.
• Demonstrated experience applying Scaled Agile practices at the portfolio level to drive business agility and strategic outcomes.

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 and informs portfolio team and 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.
• 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 their senior leadership and their respective PMO to ensure portfolio alignment and delivery against strategic priorities as needed.
• 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, providing updates to leader and stakeholders.
• 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