Director, Portfolio Manager

As a dedicated Director, Portfolio Manager, you will lead, motivate, and provide direction and management to teams responsible for governing Bank or USAA level portfolios and ensures compliance to 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.This position can be based in one of the following locations: San Antonio, TX or Plano, TX, Relocation assistance is available for this position.

What you'll do:

• Advises portfolio priorities and leads a portfolio of programs and work effort(s) to include coordinating planning, execution, budget, delivery health, reporting and analysis.

• Responsible for governing low to highly sophisticated, Bank or USAA level portfolio(s).

• Accountable for ensuring completion of governance routines by team members; leads team through portfolio support to identify and bring up risks / dependencies.

• Handles the Bank or USAA level portfolio on a continual basis, to resolve internal or Bank dependency issues, supply and demand issues, and change saturation and disseminates information to team members.

• Identifies, handles, raises, and resolves systemic cross-work risks / issues and interdependency conflicts.

• Correlates overall portfolio risk and increases issues to executive/senior management as needed.

• Ensures effective financial and resource management of the Bank or USAA level portfolio(s) expenses to achieve business value.

• Advises executive management about stale work efforts (epics, projects, or programs) and need for resolution, including termination of proposal if applicable.

• Develops performance metrics, dashboards and management tools that clearly articulate the status of key activities ensuring timely and successful execution.

• Works with Enterprise Coordinated Planning (EIP) to influence prioritization and sequencing of work efforts within portfolio, as applicable.

• Monitors and makes decisions pertinent to scope changes as needed.

• Resolves intensified portfolio risk and issues and raises to executive management as needed.

• Communicates on all portfolio activities regularly with Executive Sponsors, Program Sponsors, business owners, and additional partners as the need arises.

• Runs portfolio critical path by coordinating program and project scheduling and interdependencies based on constraints and risks.

• Reviews portfolio health and performance reports regularly and identifies performance improvement opportunities to executive management.

• Facilitates processes/ceremonies to define work efforts and supervise portfolio success via recognized methodologies i.e., outcomes, key results, etc.

• Adheres to company and regulatory policies and procedures and EPMO processes, procedures, controls, standards, tools, and templates (as the need arises).

• Leverages existing organizational change routines as needed.

• Drives the adoption and sustainment of changes within the organization in compliance with USAA’s Organizational Change methodology.

• Leads Bank or USAA level portfolio risks associated with business activities 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 program or portfolio management experience to include process improvement and/or consulting for large strategic efforts to include 2 years of experience leading across sophisticated organizational lines in a matrix structure.

• 3 years of direct team lead or management experience.

• Advanced understanding of project, program and portfolio management and principles.

• Extensive knowledge of the full life cycle experience leading strategic and operational work efforts.

• Proven experience using Waterfall or Agile methodologies to complete 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:

• 2+ years in a portfolio manager role.

• 3+ years in financial services.

• 1-2 years of experience in control monitoring and/or testing.

• 1-2 years of experience managing financials, including budgeting, forecasting, and allocation.

• Basic understanding of data programs/processes.

• US military experience through military service or a military spouse/domestic partner.

Compensation range: The salary range for this position is: $143,320 - $273930.

USAA does not provide visa sponsorship for this role. 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.).