Why Choose a Career at USAA?
At USAA, our mission extends beyond providing financial services. We aim to empower our members to achieve financial security through our highly competitive products, exceptional service, and trusted advice. Our vision is to be the preferred choice for the military community and their families, and every decision we make is guided by this vision. Our core values – honesty, integrity, loyalty, and service – are not just words on paper but principles that govern our interactions with each other and our members.
Choosing a career with us means you become part of a community that truly values your contributions and believes in making a difference. We offer the opportunity to work in a fulfilling role that allows you to grow, learn, and help others.
The Opportunity: Bank Portfolio Manager Senior
As a Bank Portfolio Manager Senior at USAA, you will be entrusted with the responsibility of supporting the Bank portfolio and ensuring compliance with applicable policies, procedures, standards, controls, and regulations. You will play a critical role in aligning the portfolio with strategic objectives, driving effective prioritization, planning, and benefits realization through collaboration with executive stakeholders.
One of the core responsibilities of this role is Bank Portfolio Analytics: performing advanced data analysis to identify key trends and insights within the portfolio. You will develop and deliver tailored presentations to the Bank leadership team, providing clear and concise reports on portfolio health and performance, influencing data-driven decision-making, and ensuring the integrity, accuracy, and protection of data presented to both Bank Leadership and the Bank Board.
Additionally, you will support technology investment planning and coordinate with Project/Program Managers on budget inputs and updates. This role demands an individual who can work in a flexible environment, requiring you to be in the office 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. Please note that relocation assistance is not available for this position.
Key Responsibilities:
- Monitors, governs and is accountable for low to moderately complex company or line of business portfolios.
- Completes governance routines per the Enterprise Program Management Office (EPMO) Policy, Standards and Procedures.
- Monitors 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.
- Monitors for stale work efforts and need for resolution, including termination proposal if applicable.
- Supports development and execution of company planning in partnership with Enterprise Integrated Planning (EIP) and their respective PMO.
- Monitors and makes prioritization 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, and 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.
Qualifications:
To qualify for this position, you must have a Bachelor’s degree or 4 years of related experience in addition to 6 years of progressive project, program, or portfolio management experience. You should have a proficient understanding of project, program, and portfolio management principles and 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 is also required. Your credentials should include 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 is also necessary.
What sets you apart is your demonstrated ability to effectively communicate with and present to executive leadership. You should have a minimum of 2 years of hands-on experience in data analysis, extraction, and reporting, 2-years’ experience developing automated data reports and interactive dashboards using Tableau, and a minimum of 2 years of practical experience utilizing data analytics tools such as Microsoft Excel, SQL, and Power Apps. Experience with Snowflake, SAS, and Adobe Analytics is a plus. You should be highly proficient in Microsoft PowerPoint for creating and delivering clear, concise, and data-driven presentations.
The salary range for this position is: $114,080 – $218,030. Please note that USAA does not provide visa sponsorship for this role. Therefore, 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.).
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. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
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, 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.
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