Why USAA?
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.
We are proud to support active-duty military spouses. USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with applicable policy and business needs.
The Opportunity
This is a unique opportunity to establish and lead a newly designed Horizontal Integrated Planning function that shapes the future direction of P&C. As Director of Portfolio Management, 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 partner 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, influential leader, and experienced portfolio management professional who excels at navigating complexity and driving alignment across diverse stakeholders.
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.
Relocation assistance is not available for this position.
What you'll do:
- Directs portfolio priorities and manages a portfolio of programs and work effort(s) to include administering planning, execution, budget, delivery health, reporting and analysis.
- Responsible for governing low to highly complex Function, Line of Business, or USAA level portfolio(s).
- Accountable for ensuring completion of governance routines by team members; leads team through portfolio support to identify and escalate risks / dependencies.
- Manages the Function, Line of Business, or USAA level portfolio on a continual basis, to resolve internal or Cross-CoSA dependency issues, supply and demand issues, and change saturation and disseminates information to stakeholders.
- Identifies, manages, escalates, and resolves systemic cross-work risks / issues and interdependency conflicts.
- Correlates overall portfolio risk and escalates issues to executive/senior management as needed.
- Ensures effective financial and resource management of the Function, Line of Business, or USAA level portfolio(s) expenses to achieve business value.
- Informs executive management about stale work efforts (epics, projects, or programs) and need for resolution, including termination of proposal if applicable.
- Develops performance metrics, dashboards and management tools that clearly articulate the status of key activities ensuring timely and successful execution.
- Works with Enterprise Integrated Planning (EIP) to influence prioritization and sequencing of work efforts within portfolio, as applicable.
- Monitors and makes decisions pertinent to scope changes as needed.
- Resolves escalated portfolio risk and issues and escalates to executive management as needed.
- Communicates on all portfolio activities regularly with Executive Sponsors, Program Sponsors, business owners, and additional stakeholders as required.
- Manages portfolio critical path by coordinating program and project scheduling and interdependencies based on constraints and risks.
- Reviews portfolio health and performance reports regularly and identifies performance improvement opportunities to executive management.
- Facilitates processes/ceremonies to define work efforts and monitor portfolio success via recognized methodologies i.e., outcomes, key results, etc.
- 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.
- Manages Function, Line of Business, or USAA level portfolio risks associated with business activities in accordance with risk and compliance policies and procedures.
- Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
What you have:
- Bachelor's degree; OR 4 years of relevant education and/or experience.
- 8 years of progressive program or portfolio management experience to include process improvement and/or consulting for large strategic efforts to include 2 years of experience leading across complex organizational lines in a matrix structure.
- 3 years of direct team lead or management experience.
- Advanced understanding of project, program and portfolio management and principles.
- Comprehensive knowledge of 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.
What sets you apart:
- 2+ years of Property & Casualty insurance experience, including knowledge of P&C financial performance drivers, planning processes, and business operations.
- Demonstrated success leading 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 leading 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
Compensation range: The salary range for this position is: $143,320 - $273,930.
USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
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.
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
