Director, Portfolio Manager - P&C Horizontal Integrated Planning

About the role

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.

Responsibilities

• 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.
• 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.
• Safeguards against risks associated with business activities by identifying, measuring, monitoring, and controlling them in accordance with risk and compliance policies and procedures.

Requirements

• 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.

Qualifications

• 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.

Skills

• Strategic thinking.
• Leadership skills.
• Portfolio management.
• Project management.
• Financial planning.
• Business operations.
• Insurance industry knowledge.
• Change management.
• Agile methodologies.
• Waterfall methodologies.
• Executive-level communication.
• Operational planning.
• Business architecture.
• Analytics.
• Stakeholder alignment.
• Complexity navigation.
• Risk management.
• Dependency management.
• Portfolio prioritization.
• Portfolio sequencing.
• Portfolio optimization.
• Portfolio risk identification.
• Portfolio risk measurement.
• Portfolio risk monitoring.
• Portfolio risk control.
• Portfolio risk escalation.
• Portfolio risk mitigation.
• Portfolio risk avoidance.
• Portfolio risk transfer.
• Portfolio risk acceptance.
• Portfolio risk tolerance.
• Portfolio risk appetite.
• Portfolio risk tolerance management.
• Portfolio risk appetite management.
• Portfolio risk tolerance control.
• Portfolio risk appetite control.
• Portfolio risk tolerance mitigation.
• Portfolio risk appetite mitigation.
• Portfolio risk tolerance avoidance.
• Portfolio risk appetite avoidance.
• Portfolio risk tolerance transfer.
• Portfolio risk appetite transfer.
• Portfolio risk tolerance acceptance.
• Portfolio risk appetite acceptance.
• Portfolio risk tolerance management.
• Portfolio risk appetite management.
• Portfolio risk tolerance control.
• Portfolio risk appetite control.
• Portfolio risk tolerance mitigation.
• Portfolio risk appetite mitigation.
• Portfolio risk tolerance avoidance.
• Portfolio risk appetite avoidance.
• Portfolio risk tolerance transfer.
• Portfolio risk appetite transfer.
• Portfolio risk tolerance acceptance.
• Portfolio risk appetite acceptance.
• Portfolio risk tolerance management.
• Portfolio risk appetite management.
• Portfolio risk tolerance control.
• Portfolio risk appetite control.
• Portfolio risk tolerance mitigation.
• Portfolio risk appetite mitigation.
• Portfolio risk tolerance avoidance.
• Portfolio risk appetite avoidance.
• Portfolio risk tolerance transfer.
• Portfolio risk appetite transfer.
• Portfolio risk tolerance acceptance.
• Portfolio risk appetite acceptance.
• Portfolio risk tolerance management.
• Portfolio risk appetite management.
• Portfolio risk tolerance control.
• Portfolio risk appetite control.
• Portfolio risk tolerance mitigation.
• Portfolio risk appetite mitigation.
• Portfolio risk tolerance avoidance.
• Portfolio risk appetite avoidance.
• Portfolio risk tolerance transfer.
• Portfolio risk appetite transfer.
• Portfolio risk tolerance acceptance.
• Portfolio risk appetite acceptance.
• Portfolio risk tolerance management.
• Portfolio risk appetite management.
• Portfolio risk tolerance control.
• Portfolio risk appetite control.
• Portfolio risk tolerance mitigation.
• Portfolio risk appetite mitigation.
• Portfolio risk tolerance avoidance.
• Portfolio risk appetite avoidance.
• Portfolio risk tolerance transfer.
• Portfolio risk appetite transfer.
• Portfolio risk tolerance acceptance.
• Portfolio risk appetite acceptance.
• Portfolio risk tolerance management.
• Portfolio risk appetite management.
• Portfolio risk tolerance control.
• Portfolio risk appetite control.
• Portfolio risk tolerance mitigation.
• Portfolio risk appetite mitigation.
• Portfolio risk tolerance avoidance.
• Portfolio risk appetite avoidance.
• Portfolio risk tolerance transfer.
• Portfolio risk appetite transfer.
• Portfolio risk tolerance acceptance.
• Portfolio risk appetite acceptance.
• Portfolio risk tolerance management.
• Portfolio risk appetite management.
• Portfolio risk tolerance control.
• Portfolio risk appetite control.
• Portfolio risk tolerance mitigation.
• Portfolio risk appetite mitigation.
• Portfolio risk tolerance avoidance.
• Portfolio risk appetite avoidance.
• Portfolio risk tolerance transfer.
• Portfolio risk appetite transfer.
• Portfolio risk tolerance acceptance.
• Portfolio risk appetite acceptance.
• Portfolio risk tolerance management.
• Portfolio risk appetite management.
• Portfolio risk tolerance control.
• Portfolio risk appetite control.
• Portfolio risk tolerance mitigation.
• Portfolio risk appetite mitigation.
• Portfolio risk tolerance avoidance.
• Portfolio risk appetite avoidance.
• Portfolio risk tolerance transfer.
• Portfolio risk appetite transfer.
• Portfolio risk tolerance acceptance.
• Portfolio risk appetite acceptance.
• Portfolio risk tolerance management.
• Portfolio risk appetite management.
• Portfolio risk tolerance control.
• Portfolio risk appetite control.
• Portfolio risk tolerance mitigation.
• Portfolio risk appetite mitigation.
• Portfolio risk tolerance avoidance.
• Portfolio risk appetite avoidance.
• Portfolio risk tolerance transfer.
• Portfolio risk appetite transfer.
• Portfolio risk tolerance acceptance.
• Portfolio risk appetite acceptance.
• Portfolio risk tolerance management.
• Portfolio risk appetite management.
• Portfolio risk tolerance control.
• Portfolio risk appetite control.
• Portfolio risk tolerance mitigation.
• Portfolio risk appetite mitigation.
• Portfolio risk tolerance avoidance.
• Portfolio risk appetite avoidance.
• Portfolio risk tolerance transfer.
• Portfolio risk appetite transfer.
• Portfolio risk tolerance acceptance.
• Portfolio risk appetite acceptance.
• Portfolio risk tolerance management.
• Portfolio risk appetite management.
• Portfolio risk tolerance control.
• Portfolio risk appetite control.
• Portfolio risk tolerance mitigation.
• Portfolio risk appetite mitigation.
• Portfolio risk tolerance avoidance.
• Portfolio risk appetite avoidance.
• Portfolio risk tolerance transfer.
• Portfolio risk appetite transfer.
• Portfolio risk tolerance acceptance.
• Portfolio risk appetite acceptance.
• Portfolio risk tolerance management.
• Portfolio risk appetite management.
• Portfolio risk tolerance control.
• Portfolio risk appetite control.
• Portfolio risk tolerance mitigation.
• Portfolio risk appetite mitigation.
• Portfolio risk tolerance avoidance.
• Portfolio risk appetite avoidance.
• Portfolio risk tolerance transfer.
• Portfolio risk appetite transfer.
• Portfolio risk tolerance acceptance.
• Portfolio risk appetite acceptance.
• Portfolio risk tolerance management.
• Portfolio risk appetite management.
• Portfolio risk tolerance control.
• Portfolio risk appetite control.
• Portfolio risk tolerance mitigation.
• Portfolio risk appetite mitigation.
• Portfolio risk tolerance avoidance.
• Portfolio risk appetite avoidance.
• Portfolio risk tolerance transfer.
• Portfolio risk appetite transfer.
• Portfolio risk tolerance acceptance.
• Portfolio risk appetite acceptance.
• Portfolio risk tolerance management.
• Portfolio risk appetite management.
• Portfolio risk tolerance control.
• Portfolio risk appetite control.
• Portfolio risk tolerance mitigation.
• Portfolio risk appetite mitigation.
• Portfolio risk tolerance avoidance.
• Portfolio risk appetite avoidance.
• Portfolio risk tolerance transfer.
• Portfolio risk appetite transfer.
• Portfolio risk tolerance acceptance.
• Portfolio risk appetite acceptance.
• Portfolio risk tolerance management.
• Portfolio risk appetite management.
• Portfolio risk tolerance control.
• Portfolio risk appetite control.
• Portfolio risk tolerance mitigation.
• Portfolio risk appetite mitigation.
• Portfolio risk tolerance avoidance.
• Portfolio risk appetite avoidance.
• Portfolio risk tolerance transfer.
• Portfolio risk appetite transfer.
• Portfolio risk tolerance acceptance.
• Portfolio risk appetite acceptance.
• Portfolio risk tolerance management.
• Portfolio risk appetite management.
• Portfolio risk tolerance control.
• Portfolio risk appetite control.
• Portfolio risk tolerance mitigation.
• Portfolio risk appetite mitigation.
• Portfolio risk tolerance avoidance.
• Portfolio risk appetite avoidance.
• Portfolio risk tolerance transfer.
• Portfolio risk appetite transfer.
• Portfolio risk tolerance acceptance.
• Portfolio risk appetite acceptance.
• Portfolio risk tolerance management.
• Portfolio risk appetite management.
• Portfolio risk tolerance control.
• Portfolio risk