Portfolio & Execution Intelligence Lead

Why USAA?

At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.

Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful.

We are proud to support active-duty military spouses. USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with applicable policy and business needs.

The Opportunity

As a Portfolio Intelligence & Execution Lead, you will serve as a strategic leader within our Transformation & Ventures portfolio, responsible for enabling executive visibility, portfolio orchestration, planning excellence, and AI-powered operational capabilities. This role goes beyond traditional program management by combining portfolio strategy execution, intelligence and tooling ownership, cross-functional coordination, executive communications, and automation leadership.

You will act as the architect of the portfolio operating system—ensuring leaders have real-time insight into portfolio health, teams are aligned around priorities, and technology, product, and business partners are connected through a common execution framework.

This role requires a unique blend of portfolio leadership, analytical thinking, communication excellence, technical curiosity, and a builder mindset to transform how portfolio operations are managed and scaled.

Portfolio Intelligence & Tooling Ownership

• Own and continuously evolve the portfolio intelligence ecosystem, including dashboards, reporting frameworks, portfolio metrics, and executive visibility solutions.
• Design, build, and maintain automated portfolio reporting capabilities that provide real-time insight into investment health, delivery progress, dependencies, risks, and outcomes.
• Establish portfolio data standards and governance practices that support informed decision-making across executives, portfolio leaders, and delivery teams.
• Serve as the product owner for portfolio management tools, workflows, and operational capabilities that improve efficiency and transparency.
• Develop performance metrics, dashboards, and management tools that clearly communicate portfolio health and execution performance.

Automation & AI Capability Leadership

• Lead identification, development, and implementation of automation and AI-enabled capabilities that improve portfolio operations and decision-making
• Partner with business and technology stakeholders to deploy AI-powered solutions that support reporting, dependency management, risk identification, planning, and investment analysis.
• Evaluate emerging technologies and agentic AI capabilities to determine opportunities for operational efficiency and business value creation.
• Serve as a champion for practical AI adoption and innovative ways of working across the portfolio organization.

Executive Insights & Portfolio Communications Support

• Develop executive-ready portfolio insights, presentations, and summaries that support leadership decision-making and portfolio governance.

• Translate complex delivery, investment, and risk information into concise, compelling executive narratives for senior leaders that support decision making.
• Partner with portfolio leadership to prepare materials for executive reviews, PI planning outcomes, portfolio health discussions, and strategic update
• Support portfolio communication activities by ensuring reporting, portfolio intelligence, and key messages are accurate, timely, and aligned.

PI Planning & Cross-Team Orchestration

• Lead Program Increment (PI) Planning preparation, facilitation, execution, and follow-through activities across business and technology organizations.
• Drive cross-team dependency management, escalation processes, and execution alignment across multiple investment initiatives and delivery teams.
• Partner with Product, Technology, and Portfolio leaders to align strategic priorities with execution roadmaps and capacity plans.
• Facilitate resolution of risks, blockers, and competing priorities to improve decision velocity and delivery outcomes.
• Establish planning frameworks and operational rhythms that improve transparency, accountability, and execution effectiveness.

Portfolio Execution Leadership

• Lead strategic initiatives and multi-year work efforts that align with organizational priorities and business outcomes.
• Work with executive sponsors and key s