Let’s get started
By clicking ‘Next’, I agree to the Terms of Service
and Privacy Policy
Jobs / Job page
Portfolio Manager Lead - Property & Casualty image - Rise Careers
Job details

Portfolio Manager Lead - Property & Casualty

Why USAA?Let’s do something that really matters.At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all of our employees served in our nation’s military, but we all share in the mission to give back to those who did. We’re working as one to build a great experience and make a real impact for our members.We believe in our core values of honesty, integrity, loyalty and service. They’re what guides everything we do – from how we treat our members to how we treat each other. Come be a part of what makes us so special!The OpportunityAs 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 stakeholders 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. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, Charlotte, NC, Chesapeake, VA or Tampa, FL. Relocation assistance is not available for this position.What You'll Do• Monitors, governs and is accountable for moderate to highly complex CoSA, LOB, or USAA 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 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.What You Have• Bachelor’s degree; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of 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 execute on portfolio management strategies and delivering complex work efforts.• Currently possess 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 USAA’s change management methodology or similar industry change management methodology.What Sets You Apart• A program/project list demonstrating years of relevant experience is required. The list should include project summary, your role / responsibilities, and project timeframe. The following types of experiences will be considered as relevant program/project management:• Financial forecasting• Project Management (Agile / Waterfall / Hybrid)• Program management• Portfolio managementFailure to provide this documentation may result in disqualification.• Prior P&C experience.• Strategy experience including leveraging strategy to drive prioritization and translating strategy to execution.• Expert financial acumen, including integrated planning and I/T financial forecasting, benefits monitoring, and analysis of financial performance indicators.• Strong executive level presence including demonstrated success in developing and presenting influential content to a wide range of audiences.• US military experience through military service or a military spouse/domestic partner.The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.What We OfferCompensation: 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. The salary range for this position is: $120,550.00 - $230,400.00.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. Additionally, our career path planning and continuing education assists employees with their professional goals.For more details on our outstanding benefits, please 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 and affirmative action employer and gives consideration for employment to qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, national origin, age, disability, genetic information, protected veteran status, or any other legally protected characteristic.
USAA Glassdoor Company Review
3.5 Glassdoor star iconGlassdoor star iconGlassdoor star icon Glassdoor star icon Glassdoor star icon
USAA DE&I Review
No rating Glassdoor star iconGlassdoor star iconGlassdoor star iconGlassdoor star iconGlassdoor star icon
CEO of USAA
USAA CEO photo
Wayne Peacock
Approve of CEO

Average salary estimate

$175475 / YEARLY (est.)
min
max
$120550K
$230400K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About Portfolio Manager Lead - Property & Casualty, USAA

Join USAA as a Portfolio Manager Lead in Plano, TX, and play a crucial role in promoting the financial security of millions of U.S. military members and their families. At USAA, we’re not just about business; we’re about building a community where integrity, loyalty, and service are our core values. In this position, you'll govern complex portfolios and work directly with Executive Sponsors and business owners to align strategies with USAA's objectives. You will leverage your analytical skills to identify financial management risks while managing resources to achieve compelling business value across portfolios. As you monitor project deliverables and provide insights to stakeholders, your influence will help drive prioritization and execution of strategic work efforts. USAA offers a flexible working environment, requiring you to be in the office four days a week, allowing you to balance work and personal life effectively. You’ll also benefit from our comprehensive support and resources to deepen your skills in project and portfolio management. If you're passionate about helping others and want to make an impact while growing your career, USAA is the place for you, and we’d love to have you join our team.

Frequently Asked Questions (FAQs) for Portfolio Manager Lead - Property & Casualty Role at USAA
What are the primary responsibilities of a Portfolio Manager Lead at USAA?

As a Portfolio Manager Lead at USAA, your primary responsibilities include governing complex portfolios, ensuring compliance, and partnering with various stakeholders to align on strategic objectives. You will monitor project statuses, identify financial management risks, and influence executive decision-making to optimize outcomes.

Join Rise to see the full answer
What qualifications are required for the Portfolio Manager Lead position at USAA?

To qualify for the Portfolio Manager Lead position at USAA, you will need a bachelor's degree or equivalent experience alongside eight years of progressive management experience. Familiarity with project management methodologies such as Agile or Waterfall, as well as certifications like PMP, are also required to be considered for this role.

Join Rise to see the full answer
What skills are essential for success as a Portfolio Manager Lead at USAA?

Essential skills for a Portfolio Manager Lead at USAA include advanced project management expertise, analytical skills in financial management, and strong communication abilities. Experience in effective prioritization, strategic planning, and familiarity with change management methodologies are also critical for success in this role.

Join Rise to see the full answer
How does USAA support work-life balance for Portfolio Manager Leads?

USAA promotes work-life balance for Portfolio Manager Leads by offering a flexible work environment where employees are expected to be in the office four days a week. This ensures that you can engage with your team while also maintaining personal commitments.

Join Rise to see the full answer
What opportunities for professional growth does USAA provide for Portfolio Manager Leads?

USAA provides various opportunities for professional growth for Portfolio Manager Leads, including continuous education programs, career path planning, and access to comprehensive benefits for your overall wellness and development.

Join Rise to see the full answer
Common Interview Questions for Portfolio Manager Lead - Property & Casualty
Can you describe your experience with portfolio management methodologies?

Certainly! Discuss your familiarity with methodologies like Agile and Waterfall, describing specific projects where you've successfully applied these approaches to manage complex portfolios.

Join Rise to see the full answer
How do you prioritize projects within a portfolio?

Explain your criteria for prioritization, including alignment with strategic objectives, resource allocation, and stakeholder input. Use an example to illustrate how you effectively managed competing priorities.

Join Rise to see the full answer
What steps do you take to monitor project performance?

Share the techniques you use to track Key Performance Indicators (KPIs), including regular reporting and stakeholder communication to ensure projects remain on track and aligned with goals.

Join Rise to see the full answer
How do you handle risks and issues in a portfolio?

Discuss your proactive approach to risk management, detailing how you identify, assess, and communicate risks to stakeholders, while also developing mitigation strategies.

Join Rise to see the full answer
Can you provide an example of a challenging project you've managed?

Offer a detailed example of a challenge you faced during a project lifecycle and how your strategic thinking and problem-solving skills led to a successful resolution.

Join Rise to see the full answer
What is your approach to stakeholder management?

Highlight your strategies for managing stakeholders' expectations and maintaining strong relationships, including regular updates and soliciting feedback to ensure alignment.

Join Rise to see the full answer
What financial management experience do you have relevant to portfolio management?

Share your experiences with budgeting, forecasting, and financial analysis, illustrating how you utilized financial data to drive decision-making and value within the portfolio.

Join Rise to see the full answer
How do you ensure compliance with company policies in portfolio management?

Detail your experience with adhering to regulatory policies and company procedures, and how you've integrated compliance checks into project governance.

Join Rise to see the full answer
Describe a time you influenced an executive decision.

Share a specific situation where your insights or analyses impacted a significant decision, showcasing your communication skills and understanding of strategic priorities.

Join Rise to see the full answer
Why do you want to work as a Portfolio Manager Lead for USAA?

Express your passion for USAA’s mission and values, and how your skills and experiences make you a great fit for the company culture while helping the organization serve military families effectively.

Join Rise to see the full answer
Similar Jobs
Photo of the Rise User
Posted 4 days ago
Photo of the Rise User
McDonald's Corporation Hybrid 110 N Carpenter St, Chicago, IL 60607, USA
Posted 8 hours ago
Posted 8 days ago
Photo of the Rise User
Inclusive & Diverse
Rise from Within
Mission Driven
Diversity of Opinions
Work/Life Harmony
Transparent & Candid
Growth & Learning
Fast-Paced
Collaboration over Competition
Take Risks
Friends Outside of Work
Passion for Exploration
Customer-Centric
Reward & Recognition
Feedback Forward
Rapid Growth
Medical Insurance
Paid Time-Off
Maternity Leave
Mental Health Resources
Equity
Paternity Leave
Fully Distributed
Flex-Friendly
Some Meals Provided
Snacks
Social Gatherings
Pet Friendly
Company Retreats
Dental Insurance
Life insurance
Health Savings Account (HSA)
Photo of the Rise User
Posted 3 hours ago
Photo of the Rise User
Posted 5 days ago

WHAT WE STAND FOR No matter how many years we’re in business or how many members we serve, our core mission and the values that inspired it never change. Our mission is to stand with our members and be there for them and their families by facili...

255 jobs
MATCH
Calculating your matching score...
FUNDING
SENIORITY LEVEL REQUIREMENT
TEAM SIZE
EMPLOYMENT TYPE
Full-time, hybrid
DATE POSTED
December 8, 2024

Subscribe to Rise newsletter

Risa star 🔮 Hi, I'm Risa! Your AI
Career Copilot
Want to see a list of jobs tailored to
you, just ask me below!