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, and executive communications. The ideal candidate will lead the implementation of strategic tasks that align programs with an organization's business strategy and goals.

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.
• 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

• BS/BA degree or equivalent experience.
• 8+ years of relevant experience in portfolio management, program management, strategic execution, business operations, or related leadership roles.
• 10+ years of Property & Casualty experience.
• Proven ability to lead large-scale, complex initiatives involving multiple stakeholders and cross-functional teams.
• Exceptional 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.

Skills

• Portfolio management
• Program management
• Strategic execution
• Business operations
• Leadership
• Communication
• Data analysis
• Automation
• AI
• Agile methodologies
• Executive communications
• Project management
• Planning
• Reporting
• Execution
• Risk management
• Stakeholder management

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

Flexible work environment requiring 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, Plano, TX, Phoenix, AZ, Colorado Springs, CO, Charlotte, NC, Tampa, FL, or Chesapeake, VA.

Application Instructions

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.

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.