Senior Portfolio Manager - Fraud

USAA•San Antonio, NC

2d•Hybrid

About The Position

USAA is seeking a Senior Portfolio Manager for Fraud to join their Member Protection financial planning and portfolio management team. This role is instrumental in executing core team functions, including managing Clarity tasks related to funding approval, monthly forecasts, and budget variance reporting. The position involves actively participating in Lean Portfolio Management (LPM) routines to ensure portfolio health transparency for senior leaders and key business partners. Responsibilities include partnering on business case scope assessments, validating benefits hypotheses, and validating/developing Epics, tracking their status, and managing change requests. A significant part of the role involves orchestrating engagement with Business Risk and Control Advisors (BRCA) and Independent Risk Management (IRM) stakeholders to fulfill Bank Change Management (BCM) approval requirements. This also entails coordinating necessary requirements and artifacts for new capability execution, such as BCM pre- or post-launch conditions. The role also includes collaborating with business leaders to define and monitor value stream Objectives & Key Results (OKRs). The work environment is flexible, requiring the individual to be in the office 4 days per week, and the position can be based in San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, Charlotte, NC, or Tampa, FL.

Requirements

Bachelor's degree; OR 4 years of relevant education and/or experience.
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

US military experience through military service or a military spouse/domestic partner
Experience in Bank Financial Crimes or Member Protection
Proficiency in Clarity
Advanced experience with Excel, PowerPoint, Work, and Outlook
Awareness of BCM

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.