Hybrid Senior Portfolio Manager – Bank

at USAA

• Job title: Senior Portfolio Manager – Bank
• Job type: Full Time
• Experience level: Senior
• Salary: $114,080 - $218,030 per year
• Degree requirement: Bachelor's Degree
• Tech skills: PMP
• Location requirements: Hybrid, San Antonio, United States

About the role

• Bank Portfolio Manager Senior responsible for compliance and analytics in portfolio management. Collaborating with executive stakeholders and delivering reports on portfolio health and performance.

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

Requirements

• 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
• 6 years of progressive project, program, or portfolio management experience to include process improvement and/or consulting for large strategic efforts
• Proficient understanding of project, program, and portfolio management principles
• 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
• 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 change management methodology or similar industry change management methodology

Benefits

• 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
• various wellness programs
• career path planning and continuing education