Portfolio & Execution Intelligence Lead

About the role

The Portfolio Intelligence & Execution Lead role at USAA is a strategic leadership position within the Transformation & Ventures portfolio. This role combines portfolio strategy execution, intelligence, and tooling ownership, cross-functional coordination, executive communications, and automation leadership. The ideal candidate will act as the architect of the portfolio operating system, ensuring leaders have real-time insight into portfolio health, teams are aligned around priorities, and technology, product, and business partners are connected through a common execution framework.

Responsibilities

• Own and continuously evolve the portfolio intelligence ecosystem, including dashboards, reporting frameworks, portfolio metrics, and executive visibility solutions.
• Design, build, and maintain automated portfolio reporting capabilities that provide real-time insight into investment health, delivery progress, dependencies, risks, and outcomes.
• Establish portfolio data standards and governance practices that support informed decision-making across executives, portfolio leaders, and delivery teams.
• Serve as the product owner for portfolio management tools, workflows, and operational capabilities that improve efficiency and transparency.
• Develop performance metrics, dashboards, and management tools that clearly communicate portfolio health and execution performance.
• Lead identification, development, and implementation of automation and AI-enabled capabilities that improve portfolio operations and decision-making.
• Partner with business and technology stakeholders to deploy AI-powered solutions that support reporting, dependency management, risk identification, planning, and investment analysis.
• Evaluate emerging technologies and agentic AI capabilities to determine opportunities for operational efficiency and business value creation.
• Serve as a champion for practical AI adoption and innovative ways of working across the portfolio organization.
• Support development of executive-ready portfolio insights, presentations, and summaries that support leadership decision-making and portfolio governance.
• Translate complex delivery, investment, and risk information into concise, compelling executive narratives for senior leaders that support decision making.
• Partner with portfolio leadership to prepare materials for executive reviews, PI planning outcomes, portfolio health discussions, and strategic updates.
• Support portfolio communication activities by ensuring reporting, portfolio intelligence, and key messages are accurate, timely, and aligned.
• Lead Program Increment (PI) Planning preparation, facilitation, execution, and follow-through activities across business and technology organizations.
• Drive cross-team dependency management, escalation processes, and execution alignment across multiple investment initiatives and delivery teams.
• Partner with Product, Technology, and Portfolio leaders to align strategic priorities with execution roadmaps and capacity plans.
• Facilitate resolution of risks, blockers, and competing priorities to improve decision velocity and delivery outcomes.
• Establish planning frameworks and operational rhythms that improve transparency, accountability, and execution effectiveness.
• Lead strategic initiatives and multi-year work efforts that align with organizational priorities and business outcomes.
• Monitor portfolio health, identify emerging risks, and recommend actions that optimize investment performance and value delivery.
• Negotiate priorities, trade-offs, and execution approaches across business and technology partners.
• Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance standards.

Requirements

• Bachelor's degree; OR 4 years of relevant education and/or experience.
• 8 years of experience in portfolio management, program management, strategic execution, business operations, or related leadership roles.
• 10 years of Property & Casualty experience.
• Demonstrated experience leading large-scale, complex initiatives involving multiple stakeholders and cross-functional teams.
• Expert Experience facilitating planning activities, managing dependencies, and driving execution across multiple teams.
• Strong written and verbal communication skills with experience preparing executive-facing materials, portfolio updates, and strategic summaries.
• Advanced knowledge of portfolio, program, and project management principles and methodologies.
• Experience building or managing portfolio intelligence solutions, dashboards, reporting frameworks, or operational analytics.
• Experience designing automation solutions that improve operational efficiency, reporting, planning, or governance processes.
• Applied experience with AI, generative AI, agentic workflows, or intelligent automation capabilities.
• SAFe, Agile Release Train, PI Planning, or enterprise agile transformation experience.
• Experience preparing executive-level presentations, strategic business reviews, and leadership communications.
• Experience working within large-scale transformation or innovation portfolios.

Qualifications

• Education: Bachelor's degree; OR 4 years of relevant education and/or experience.
• Experience: 8 years of experience in portfolio management, program management, strategic execution, business operations, or related leadership roles.
• Property & Casualty Experience: 10 years of Property & Casualty experience.
• Leadership Experience: Demonstrated experience leading large-scale, complex initiatives involving multiple stakeholders and cross-functional teams.
• Communication Skills: Expert Experience facilitating planning activities, managing dependencies, and driving execution across multiple teams.
• Knowledge: Strong written and verbal communication skills with experience preparing executive-facing materials, portfolio updates, and strategic summaries.
• Automation Experience: Advanced knowledge of portfolio, program, and project management principles and methodologies.
• AI Experience: Experience building or managing portfolio intelligence solutions, dashboards, reporting frameworks, or operational analytics.
• Automation Solutions: Experience designing automation solutions that improve operational efficiency, reporting, planning, or governance processes.
• AI Capabilities: Applied experience with AI, generative AI, agentic workflows, or intelligent automation capabilities.
• Agile Experience: SAFe, Agile Release Train, PI Planning, or enterprise agile transformation experience.
• Presentation Experience: Experience preparing executive-level presentations, strategic business reviews, and leadership communications.
• Portfolio Experience: Experience working within large-scale transformation or innovation portfolios.

Skills

• Portfolio Intelligence & Tooling Ownership: Own and continuously evolve the portfolio intelligence ecosystem, including dashboards, reporting frameworks, portfolio metrics, and executive visibility solutions.
• Automation & AI Capability Leadership: Lead identification, development, and implementation of automation and AI-enabled capabilities that improve portfolio operations and decision-making.
• Executive Insights & Portfolio Communications: Support development of executive-ready portfolio insights, presentations, and summaries that support leadership decision-making and portfolio governance.
• PI Planning & Cross-Team Orchestration: Lead Program Increment (PI) Planning preparation, facilitation, execution, and follow-through activities across business and technology organizations.
• Portfolio Execution Leadership: Lead strategic initiatives and multi-year work efforts that align with organizational priorities and business outcomes.

Benefits

• 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.
• Variety of wellness programs.
• Career path planning and continuing education.

Pay

$127,310 - $243,340.

Schedule

This position requires an individual to be in the office 4 days per week. This role can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, Charlotte, NC, Tampa, FL, or Chesapeake, VA.

Benefits

• Best-in-class benefits to support physical, financial, and emotional wellness.
• 401(k).
• Pension.
• Life insurance.
• Parental benefits.
• Adoption assistance.
• Paid time off program with paid holidays plus 16 paid volunteer hours.
• Variety of wellness programs.
• Career path planning and continuing education.

Equal Opportunity Employer

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.