Portfolio & Execution Intelligence Lead

Portfolio Intelligence & Execution Lead

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.

The Opportunity

As a Portfolio Intelligence & Execution Lead, you will serve as a strategic leader within our Transformation & Ventures portfolio, responsible for enabling executive visibility, portfolio orchestration, planning excellence, and AI-powered operational capabilities. This role goes beyond traditional program management by combining portfolio strategy execution, intelligence and tooling ownership, cross-functional coordination, executive communications, and automation leadership.

You will act as the architect of 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.

This role requires a unique blend of portfolio leadership, analytical thinking, communication excellence, technical curiosity, and a builder mindset to transform how portfolio operations are managed and scaled.

• 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.

• Develop 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.
• Support portfolio communication activities by ensuring reporting, portfolio intelligence, and key messages are accurate, timely, and aligned.

• Lead Program Increment (PI) Planning preparation, facilitation, execution, and follow-through activities across business and technology organizations.
• Drive cross-team dependency management, escalation processes, and execution alignment across multiple investment initiatives and delivery teams.
• Partner with Product, Technology, and Portfolio leaders to align strategic priorities with execution roadmaps and capacity plans.
• Facilita…