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.
The Opportunity
As a dedicated Portfolio Manager, you will be responsible for supporting Company or Staff Agency or LOB portfolios and ensures compliance with applicable policies, procedures, standards, controls, and regulations. You will partner with executive sponsors, business owners and additional team members to ensure alignment to strategic objectives and effective prioritization, planning, budgeting, delivery, and benefits realization of work efforts. You will support broader USAA portfolio management, supports technology investment planning, and coordinate with program managers on budget inputs and updates.
This position can work remotely in the continental U.S. with occasional business travel.
Relocation assistance is not available for this position.
What you'll do:
Monitor, govern and is accountable for low to moderately complex CoSA or LOB portfolios.
Complete governance routines per the Enterprise Program Management Office (EPMO) Policy, Standards and Procedures.
Monitor a portfolio on an ongoing basis, to resolve issues and disseminate information to partners.
Facilitate 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 partners as needed.
Uses analytics to research and identify financial management risks and recommends solutions to address opportunities; may raise to their respective Portfolio Management Office (PMO) or leadership team as needed.
Monitor for stale work efforts and need for resolution, including termination proposal if applicable.
Support development and execution of CoSA planning in partnership with Enterprise Integrated Planning (EIP) and their respective PMO.
Monitor and makes prioritization recommendations to their senior leadership and their respective PMO to ensure portfolio alignment and delivery against strategic priorities as needed.
Communicate portfolio statuses and changes regularly with executive sponsors, program sponsors, business owners, and additional partners.
Review health and performance of portfolio regularly, monitors portfolio success via recognized methodologies, and identifies performance improvement opportunities, providing updates to leader and team members.
Drive the adoption and sustainment of changes within the organization in compliance with USAA’s Change Management methodology.
Ensure 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 related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree.
Minimum 6 years' dynamic project, program, or portfolio management experience to include operational 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.
What sets you apart:
Cost-Benefit Analysis (CBA): Proficiency in assessing business case scope and documenting CBAs; experience measuring CBA-defined outcomes
Financial Planning & Forecasting: Understanding of monthly and yearly financial planning cycles
Communication & Collaboration: Effective communicator capable of influencing and building partnerships across peer teams
Proficient in visual storytelling (Tableau, PowerPoint, Visio)
Data Analysis: Ability to perform complex data analysis independently. Advanced Excel skills (formulas, tables, pivot tables).
Project Management: Experience with project management methodologies and portfolio management systems (e.g., Clarity). Strong understanding of Agile methodology.
Governance & Risk: Awareness of governance routines and change management risk routines.
Salary: The salary range for this position is: $114,080.00 - $218,030.00.
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.).
USAA will consider qualified applicants with a criminal history pursuant to the San Diego County Fair Chance Ordinance and the California Fair Chance Act. You do not need to disclose your criminal history or participate in a background check until a conditional job offer is made to you. After making a conditional offer and running a background check, if USAA is concerned about a conviction(s) that is directly related to the job, you will be given the chance to explain the circumstances surrounding the conviction, provide mitigating evidence, or challenge the accuracy of the background report. Find out more about the Fair Chance Ordinance by visiting the San Diego County Office of Labor Standards and Enforcement webpage.
USAA will consider qualified applicants with a criminal history pursuant to the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. You do not need to disclose your criminal history or participate in a background check until a conditional job offer is made to you. After making a conditional offer and running a background check, if USAA is concerned about a conviction(s) that is directly related to the job, you will be given the chance to explain the circumstances surrounding the conviction, provide mitigating evidence, or challenge the accuracy of the background report. Find out more about the Fair Chance Ordinance by visiting the Los Angeles County Office of Labor Standards and Enforcement website.
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.
