Why USAA?
Let's do something that really matters.
At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all of our employees served in our nation's military, but we all share in the mission to give back to those who did. We're working as one to build a great experience and make a real impact for our members.
We believe in our core values of honesty, integrity, loyalty and service. They're what guides everything we do - from how we treat our members to how we treat each other. Come be a part of what makes us so special!
The Opportunity
As a dedicated Portfolio Manager I, you will provide support to Portfolio Management team members with CoSA or LOB portfolios and ensure compliance with applicable policies, procedures, standards, controls, and regulations. Partner with senior team members in collaborating with key stakeholders to ensure alignment to strategic objectives and effective prioritization, planning, budgeting, delivery, and benefits realization of work efforts. Support broader USAA portfolio management, supports technology investment planning, and coordinate with Program Managers on budget inputs and updates.
We offer a flexible work environment that requires 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, Chesapeake, VA or Tampa, FL. Relocation assistance is not available for this position.
The Opportunity
What you'll do:
Perform portfolio management activities for straightforward and low risk, CoSA or LOB portfolios.
Prepare materials for governance routines per the Enterprise Program Management Office (EPMO) Policy, Standards and Procedures.
Participate in the administration of team portfolios on an ongoing basis, to resolve issues and disseminate information to stakeholders.
Identify, manage, and propose resolution of systemic cross-work risks / issues and interdependency conflicts.
Through analytics, Financial Management risks and opportunities are identified, researched, solution-ed and escalated to the local Portfolio Management Office (PMO) or leadership team as needed.
Monitor for stale work efforts in scope for the respective portfolio and actions for resolution.
Participate in the development and execution of CoSA planning in partnership with Enterprise Integrated Planning (EIP) and their respective PMO.
Monitor and makes prioritization recommendations to their senior leadership and their respective PMO to ensure portfolio alignment and delivery against strategic priorities as needed.
Communicate portfolio statuses and changes regularly to more tenured Portfolio Managers.
Review health and performance of portfolio regularly and identifies performance improvement opportunities providing updates to leaders and stakeholders.
Monitor portfolio success via recognized methodologies to document outcomes, key results, etc..
Drive the adoption and sustainment of changes within the organization in compliance with USAA's Change Management methodology.
Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
What you have:
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.
4 years of progressive project, program, or portfolio management experience.
Moderate understanding of project, program, and portfolio management principles.
Moderate experience in delivering work efforts working with Waterfall or Agile methodologies.
Proficient experience in USAA's change management methodology or similar industry change management methodology.
What sets you apart:
A project list providing the following information is required: project summary, role, and project timeframe. The following types of experiences will be considered as relevant project management:
Financial forecasting
Program management
Portfolio management
Agile roles (i.e. Scrum Master or Release Train Engineer etc.)
Failure to provide this documentation may result in disqualification.
Demonstrated success in developing and presenting influential content to a wide range of audiences
Strategy experience including leveraging strategy to drive prioritization and translating strategy to execution
Financial acumen, including financial planning and forecasting, benefits monitoring, and analysis of financial performance indicators
US military experience through military service or a military spouse/domestic partner
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
What we offer:
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. The salary range for this position is: $89,990 - $172,000 .
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
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.
For more details on our outstanding benefits, please visit our benefits page on USAAjobs.com.
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.
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.
If you are an existing USAA employee, please use the internal career site in OneSource to apply.
Please do not type your first and last name in all caps.
Find your purpose. Join our mission.
USAA is unlike any other financial services organization. The mission of the association is to facilitate the financial security of its members, associates and their families through provision of a full range of highly competitive financial products and services; in so doing, USAA seeks to be the provider of choice for the military community. We do this by upholding the highest standards and ensuring that our corporate business activities and individual employee conduct reflect good judgment and common sense, and are consistent with our core values of service, loyalty, honesty and integrity.
USAA attributes its long-standing success to its most valuable resource: our 35,000 employees. They are the heart and soul of our member-service culture. When you join us, you'll become part of a thriving community committed to going above for those who have gone beyond: the men and women of the U.S. military, their associates and their families. In order to play a role on our team, you don't have to be connected to the military yourself - you just need to share our passion for serving our more than 13 million members.
USAA is an EEO/AA Employer - applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law.
California applicants, please review our HR CCPA - Notice at Collection (https://statmcstg.usaa.com/mcontent/static_assets/Media/enterprise_hr_cpra_notice_at_collection.pdf) here.
USAA is an EEO/AA Employer - applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law.
