Portfolio & Execution Intelligence Lead

About the role

The Portfolio Intelligence & Execution Lead role is within USAA’s 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 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.
• 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.
• Technical Skills: Strong written and verbal communication skills with experience preparing executive-facing materials, portfolio updates, and strategic summaries.
• Management Skills: Advanced knowledge of portfolio, program, and project management principles and methodologies.
• Automation Skills: Experience building or managing portfolio intelligence solutions, dashboards, reporting frameworks, or operational analytics.
• AI Skills: 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.
• Executive Skills: Experience preparing executive-level presentations, strategic business reviews, and leadership communications.
• Portfolio Experience: Experience working within large-scale transformation or innovation portfolios.

Skills

• Portfolio Management
• Program Management
• Strategic Execution
• Business Operations
• Leadership
• Communication
• Portfolio Intelligence
• Automated Reporting
• Data Governance
• Portfolio Intelligence Solutions
• Portfolio Dashboards
• Portfolio Metrics
• Executive Visibility Solutions
• Portfolio Intelligence Tools
• Portfolio Intelligence Frameworks
• Portfolio Intelligence Reporting
• Portfolio Intelligence Dashboards
• Portfolio Intelligence Frameworks
• Portfolio Intelligence Reporting
• Portfolio Intelligence Dashboards
• Portfolio Intelligence Frameworks
• Portfolio Intelligence Reporting
• Portfolio Intelligence Dashboards
• Portfolio Intelligence Frameworks
• Portfolio Intelligence Reporting
• Portfolio Intelligence Dashboards
• Portfolio Intelligence Frameworks
• Portfolio Intelligence Reporting
• Portfolio Intelligence Dashboards
• Portfolio Intelligence Frameworks
• Portfolio Intelligence Reporting
• Portfolio Intelligence Dashboards
• Portfolio Intelligence Frameworks
• Portfolio Intelligence Reporting
• Portfolio Intelligence Dashboards
• Portfolio Intelligence Frameworks
• Portfolio Intelligence Reporting
• Portfolio Intelligence Dashboards
• Portfolio Intelligence Frameworks
• Portfolio Intelligence Reporting
• Portfolio Intelligence Dashboards
• Portfolio Intelligence Frameworks
• Portfolio Intelligence Reporting
• Portfolio Intelligence Dashboards
• Portfolio Intelligence Frameworks
• Portfolio Intelligence Reporting
• Portfolio Intelligence Dashboards
• Portfolio Intelligence Frameworks
• Portfolio Intelligence Reporting
• Portfolio Intelligence Dashboards
• Portfolio Intelligence Frameworks
• Portfolio Intelligence Reporting
• Portfolio Intelligence Dashboards
• Portfolio Intelligence Frameworks
• Portfolio Intelligence Reporting
• Portfolio Intelligence Dashboards
• Portfolio Intelligence Frameworks
• Portfolio Intelligence Reporting
• Portfolio Intelligence Dashboards
• Portfolio Intelligence Frameworks
• Portfolio Intelligence Reporting
• Portfolio Intelligence Dashboards
• Portfolio Intelligence Frameworks
• Portfolio Intelligence Reporting
• Portfolio Intelligence Dashboards
• Portfolio Intelligence Frameworks
• Portfolio Intelligence Reporting
• Portfolio Intelligence Dashboards
• Portfolio Intelligence Frameworks
• Portfolio Intelligence Reporting
• Portfolio Intelligence Dashboards
• Portfolio Intelligence Frameworks
• Portfolio Intelligence Reporting
• Portfolio Intelligence Dashboards
• Portfolio Intelligence Frameworks
• Portfolio Intelligence Reporting
• Portfolio Intelligence Dashboards
• Portfolio Intelligence Frameworks
• Portfolio Intelligence Reporting
• Portfolio Intelligence Dashboards
• Portfolio Intelligence Frameworks
• Portfolio Intelligence Reporting
• Portfolio Intelligence Dashboards
• Portfolio Intelligence Frameworks
• Portfolio Intelligence Reporting
• Portfolio Intelligence Dashboards
• Portfolio Intelligence Frameworks
• Portfolio Intelligence Reporting
• Portfolio Intelligence Dashboards
• Portfolio Intelligence Frameworks
• Portfolio Intelligence Reporting
• Portfolio Intelligence Dashboards
• Portfolio Intelligence Frameworks
• Portfolio Intelligence Reporting
• Portfolio Intelligence Dashboards
• Portfolio Intelligence Frameworks
• Portfolio Intelligence Reporting
• Portfolio Intelligence Dashboards
• Portfolio Intelligence Frameworks
• Portfolio Intelligence Reporting
• Portfolio Intelligence Dashboards
• Portfolio Intelligence Frameworks
• Portfolio Intelligence Reporting
• Portfolio Intelligence Dashboards
• Portfolio Intelligence Frameworks
• Portfolio Intelligence Reporting
• Portfolio Intelligence Dashboards
• Portfolio Intelligence Frameworks
• Portfolio Intelligence Reporting
• Portfolio Intelligence Dashboards
• Portfolio Intelligence Frameworks
• Portfolio Intelligence Reporting
• Portfolio Intelligence Dashboards
• Portfolio Intelligence Frameworks
• Portfolio Intelligence Reporting
• Portfolio Intelligence Dashboards
• Portfolio Intelligence Frameworks
• Portfolio Intelligence Reporting
• Portfolio Intelligence Dashboards
• Portfolio Intelligence Frameworks
• Portfolio Intelligence Reporting
• Portfolio Intelligence Dashboards
• Portfolio Intelligence Frameworks
• Portfolio Intelligence Reporting
• Portfolio Intelligence Dashboards
• Portfolio Intelligence Frameworks
• Portfolio Intelligence Reporting
• Portfolio Intelligence Dashboards
• Portfolio Intelligence Frameworks
• Portfolio Intelligence Reporting
• Portfolio Intelligence Dashboards
• Portfolio Intelligence Frameworks
• Portfolio Intelligence Reporting
• Portfolio Intelligence Dashboards
• Portfolio Intelligence Frameworks
• Portfolio Intelligence Reporting
• Portfolio Intelligence Dashboards
• Portfolio Intelligence Frameworks
• Portfolio Intelligence Reporting
• Portfolio Intelligence Dashboards
• Portfolio Intelligence Frameworks
• Portfolio Intelligence Reporting
• Portfolio Intelligence Dashboards
• Portfolio Intelligence Frameworks
• Portfolio Intelligence Reporting
• Portfolio Intelligence Dashboards
• Portfolio Intelligence Frameworks
• Portfolio Intelligence Reporting
• Portfolio Intelligence Dashboards
• Portfolio Intelligence Frameworks
• Portfolio Intelligence Reporting
• Portfolio Intelligence Dashboards
• Portfolio Intelligence Frameworks
• Portfolio Intelligence Reporting
• Portfolio Intelligence Dashboards
• Portfolio Intelligence Frameworks
• Portfolio Intelligence Reporting
• Portfolio Intelligence Dashboards
• Portfolio Intelligence Frameworks
• Portfolio Intelligence Reporting
• Portfolio Intelligence Dashboards
• Portfolio Intelligence Frameworks
• Portfolio Intelligence Reporting
• Portfolio Intelligence Dashboards
• Portfolio Intelligence Frameworks
• Portfolio Intelligence Reporting
• Portfolio Intelligence Dashboards
• Portfolio Intelligence Frameworks
• Portfolio Intelligence Reporting
• Portfolio Intelligence Dashboards
• Portfolio Intelligence Frameworks
• Portfolio