Jobs · Finance · Texas

Portfolio Manager Senior - P&C Portfolio Management Office

USAA · Plano, TX · 1 wk ago
Finance$119k–$228k/yrFull-time

About the role

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.

Opportunity

The Opportunity As a dedicated Portfolio Manager Senior for the P&C Portfolio Management Office, you will be responsible for supporting Function or Line of Business portfolios and ensuring compliance with applicable policies, procedures, standards, controls, and regulations. Partners with Executive Sponsors, business owners and additional stakeholders to ensure alignment to strategic objectives and effective prioritization, planning, budgeting, delivery, and benefits realization of work efforts. Supports broader USAA portfolio management, supports technology investment planning, and coordinates with Program Managers on budget inputs and updates.

What You'll Do

  • Maintains, governs, and is accountable for low to moderately complex Function or Line of Business portfolios.
  • Completes governance routines per the Enterprise Program Management Office (EPMO) Policy, Standards and Procedures.
  • Maintains a low to moderately complex portfolio on an ongoing basis, to resolve issues and disseminate information to stakeholders.
  • Facilitates 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 stakeholders as needed.
  • Leverages analytics to research and identify Financial Management risks and recommends solutions to address opportunities; may escalate to their respective Portfolio Management Office (PMO) or leadership team as needed.
  • Maintains a watchful eye for stale work efforts and need for resolution, including termination proposal if applicable.
  • Supports development and execution of Function or Line of Business planning in partnership with USAA Integrated Planning (UIP) and their respective PMO.
  • Maintains and makes recommendations to their senior leadership and their respective PMO to ensure portfolio alignment and delivery against strategic priorities as needed.
  • Communicates portfolio statuses and changes regularly with executive sponsors, program sponsors, business owners, and additional stakeholders as required.
  • Reviews health and performance of portfolio regularly, monitors portfolio success via recognized methodologies, identifies performance improvement opportunities, providing updates to leader and stakeholders.
  • Drives the adoption and sustainment of changes within the organization in compliance with USAA's Change Management methodology.
  • Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.

Education & Experience

  • 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.
  • 6 years of progressive project, program, or portfolio management experience to include process 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

  • 2 or more years working in the property and casualty insurance industry.
  • High learning agility and adaptability, with the ability to operate effectively in fast-paced, highly dynamic environments characterized by frequent change, evolving priorities, and ambiguity.
  • Strong data-driven mindset with experience using financial, delivery, and performance metrics to inform portfolio prioritization, risk management, and executive decision-making.
  • Prominent executor with strong operational discipline and attention to detail, including experience navigating Association (APO) standards and governance, demonstrating sound judgment on when to challenge processes versus execute within established frameworks.
  • Demonstrated strength in partnering with customers and executive stakeholders with competing priorities, effectively building trust, driving alignment, and achieving shared outcomes within complex, matrixed environments.
  • US military experience through military service or a military spouse/domestic partner.

Compensation

Compensation range: The salary range for this position is: $119,310.00 - $228,040.00. 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.).

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.

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