Portfolio Manager Lead

2 weeks ago

Tampa FL, United States USAA Full time

Why USAA?At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all our employees served in our nation’s military, but we all share in the mission to give back to those who did. As a dedicated Portfolio Manager Lead, you will be responsible for governing CoSA, LOB, or USAA level portfolios and ensures compliance with applicable policies, procedures, standards, controls, and regulations. Partners with Executive Sponsors, Program Sponsors, business owners and additional partners to ensure alignment to strategic objectives and effective prioritization, planning, budgeting, delivery, and benefits realization of work efforts. Supports broader USAA portfolio management, supports technology investment planning, and coordinates with Program Managers on budget inputs and updates. Communicates impact of saturation on employees and influences executive decision making.
We offer a flexible work environment that requires an individual to be in the office 4 days per week. Relocation assistance is not available for this position.
This position can work remotely in the continental U.S. with occasional business travel.
The Portfolio Manager Lead – Fraud Model Management and Data Science is responsible for program management, resources, communication, process design and documentation, and change management within the Fraud Model Management and Data Science organization. Oversee, track performance of and allocate external vendor resources to support various Model Management and Data Science projects and deliverables
Coordinate and track performance of all regulatory compliance, audit and other key issues requiring closure and remediation
Working with peers, generate high-quality monthly results to update and clearly inform key partners of progress/issues on key programs and other tasks
Provides support for audits, working with Business Controls team
Assist with strategic planning and roadmap for group
Provides project management for critical deliverables as needed

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 partners.
Identifies, recommends solutions, and intensifies systemic cross-work risks / issues to portfolio scope, timeline, and budget and interdependency conflicts for project deliverables and informs portfolio team and key partners as needed.
Demonstrates analytics to research and identify Financial Management risks and recommends solutions to address opportunities; may intensify 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.
Facilitate Key Performance Indicators (KPIs) / metrics, standards, reporting mechanisms and decision-making forums.
Develops and implements 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 partners 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 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.

Bachelor’s degree; 8 years of progressive project, program, or portfolio management experience to include process improvement and/or consulting for large strategic efforts.
~2 years of experience supporting, managing, or leading across complex organizational lines in a matrix structure.
~ Advanced understanding and demonstrated application of project, program and portfolio management and principles.
~ Highly proficient in the full life cycle experience managing strategic and operational work efforts.
~ Demonstrated experience using Waterfall or Agile methodologies to complete portfolio management strategies and delivering complex work efforts.
~ Certified Project Manager (CPM), Lean Portfolio Management Certification, Project Management Professional (PMP), or gains one within 6 months of placement.
~ Proficient experience in USAA’s change management methodology or similar industry change management methodology.


US military experience through military service or a military spouse/domestic partner
~ able to also develop high-quality presentation material for partners and other stakeholders
~ can juggle with multiple key projects simultaneously
~5+ years of experience in project management; change/transformation management also helpful
~ Strategic planning experience
~ Experience with regulatory management is also highly useful


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. 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. Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. 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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