Why Choose USAA?
USAA stands as a beacon in the financial services sector, committed to its mission of empowering members to achieve financial security. Our highly competitive products, exceptional service, and trusted advice make us the top choice for the military community and their families. Our unique approach, grounded in core values such as honesty, integrity, loyalty, and service, defines how we treat each other and our members. If you are looking for a fulfilling career, USAA offers a dynamic and impactful environment.
The Opportunity at USAA
For individuals seeking a challenging career, USAA presents an exciting opportunity as a Bank Portfolio Manager Senior. In this role, you will be responsible for supporting the Bank portfolio and ensuring compliance with applicable policies, procedures, standards, controls, and regulations.
As a core responsibility, you will conduct Bank Portfolio Analytics, performing advanced data analysis to identify key trends and insights within the portfolio. Your findings will be instrumental in influencing data-driven decision-making, ensuring the integrity, accuracy, and protection of data presented to both Bank Leadership and the Bank Board.
Additionally, you will develop and deliver tailored presentations to Bank leadership, providing clear and concise reports on portfolio health and performance. The position also involves supporting technology investment planning and coordinating with Project/Program Managers on budget inputs and updates.
Flexible Work Environment
USAA offers a flexible work environment, requiring in-office presence 4 days per week. The position can be based in one of the following locations: San Antonio, TX, Phoenix, AZ, Colorado Springs, CO, Chesapeake, VA, Charlotte, NC, or Tampa, FL. However, please note that relocation assistance is not available for this position.
Key Responsibilities
As a Bank Portfolio Manager Senior, you will be responsible for a variety of tasks, including:
- Monitoring, governing, and being accountable for low to moderately complex company or line of business portfolios.
- Completing governance routines per the Enterprise Program Management Office (EPMO) Policy, Standards, and Procedures.
- Facilitating the identification, management, and resolution of systemic cross-work risks/issues and interdependency conflicts.
- Leveraging analytics to identify Financial Management risks and recommend solutions to address opportunities.
- Supporting the development and execution of company planning in partnership with Enterprise Integrated Planning (EIP) and their respective PMO.
- Communicating portfolio statuses and changes regularly with executive sponsors, program sponsors, business owners, and additional stakeholders as required.
- Driving the adoption and sustainment of changes within the organization in compliance with USAA’s Change Management methodology.
- Ensuring risks associated with business activities are effectively identified, measured, monitored, and controlled.
Qualifications and Skills
Interested candidates should possess:
- A Bachelor’s degree or 4 years of related experience (in addition to the minimum years of experience required).
- 6 years of progressive project, program, or portfolio management experience.
- Proficient understanding of project, program, and portfolio management principles.
- Experience with portfolio management, execution experience delivering complex work efforts using Waterfall and Agile methodologies.
- 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 change management methodology or similar industry change management methodology.
What Sets You Apart
Additional skills that will set you apart include:
- Ability to effectively communicate with and present to executive leadership.
- Hands-on experience in data analysis, extraction, and reporting.
- Experience developing automated data reports and interactive dashboards using Tableau.
- Practical experience utilizing data analytics tools such as Microsoft Excel, SQL, and Power Apps. Experience with Snowflake, SAS, and Adobe Analytics is a plus.
- Proficiency in Microsoft PowerPoint for creating and delivering clear, concise, and data-driven presentations.
Compensation and Benefits
USAA offers a competitive salary range for this position: $114,080 – $218,030. The actual salary for this role may vary by location. Our employees may be eligible for pay incentives based on overall corporate and individual performance.
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 assist employees with their professional goals.
Application Process
Applications for this position are accepted on an ongoing basis. 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.
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