Lead Portfolio Manager - Horizontal Integrated Planning

Lead Portfolio Manager For Horizontal Integrated Planning

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. Be part of what truly makes us special and impactful.

We are proud to support active-duty military spouses. USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with applicable policy and business needs.

This is a significant opportunity to help stand up a newly designed Horizontal Integrated Planning function that shapes the future direction of P&C. As a Lead Portfolio Manager for Horizontal Integrated Planning, you will connect strategy, planning, execution, and investment decisions across the Association, ensuring priorities are aligned, sequenced, and optimized. You will collaborate with senior leaders across P&C, Finance, Technology, and the broader Association to build and manage a comprehensive multi-year planning framework.

The ideal candidate is a strategic thinker and experienced portfolio management professional who excels at navigating complexity and driving alignment across diverse stakeholders through their expertise and influence.

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, or Tampa, FL, or Chesapeake, VA.

Relocation assistance is not available for this position.

What you'll do:

• Monitors, governs and is accountable for moderate to highly complex Function, Line of Business, and/or Association- level portfolios.
• Completes governance routines per the Enterprise Program Management Office (EPMO) Policy, Standards and Procedures.
• Monitors and adjusts the inventory of work efforts in a moderate to highly complex portfolio on an ongoing basis, to resolve and disseminate information to stakeholders.
• Identifies, recommends solutions, and escalates systemic cross-work risks / issues to portfolio scope, timeline, and budget and interdependency conflicts for project deliverables and informs portfolio team and key 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.
• Ensures effective financial and resource management of overall portfolio, assisting in managing portfolio expenses to achieve business value.
• Monitors for stale work efforts and need for resolution, including termination of proposal if applicable.
• Facilitate Key Performance Indicators (KPIs) / metrics, standards, reporting mechanisms and decision-making forums.
• Develops and executes portfolio planning and influences prioritization and sequencing of work efforts in partnership with Enterprise Integrated Planning (EIP) and their respective PMO, as applicable.
• Monitors and makes prioritization recommendations to their senior leadership and their respective PMO to ensure portfolio alignment and delivery against strategic priorities as needed.
• Reviews and resolves risk and issue escalations for portfolio, identifies need for escalations.
• Communicates portfolio statuses and changes regularly with Executive Sponsors, Program Sponsors, business owners, and additional stakeholders as required.
• Establishes and manages the portfolio critical path by mapping out and managing work effort scheduling and interdependencies based on constraints and risks.
• Reviews health and performance of portfolio regularly and identifies performance improvement opportunities providing updates to support teams and leaders.
• Adheres to company and regulatory policies and procedures and EPMO processes, procedures, controls, standards, tools, and templates (as required).
• Leverages existing change management routines as needed.
• Drives the adoption…