> Markdown version of [/jobs/ext/1505974-portfolio-intelligence-lead](https://www.wearedevelopers.com/jobs/ext/1505974-portfolio-intelligence-lead). Every page supports `.md` or `Accept: text/markdown`. Links point to the HTML versions so they work for humans too. Agent guide: [/agents.md](https://www.wearedevelopers.com/agents.md). --- # Portfolio Intelligence Lead - **Company:** USAA - **Location:** Phoenix, AZ, United States - **Experience:** Expert - **Salary:** $127,310.0 - $243,340.0 - **Contract:** Permanent contract - **Skills:** Agile Methodology, Artificial Intelligence, Generative AI, Tools for Reporting - **Published:** July 30, 2026 - **Apply:** https://www.juju.com/job/00000000gkjh4z ## About the Role + Bachelor's degree; OR 4 years of relevant education and/or experience. Experiences that will support your success: + 8 years of experience in portfolio management, program management, strategic execution, business operations, or related leadership roles. + 10 years of Property & Casualty experience + Demonstrated experience leading large-scale, complex initiatives involving multiple stakeholders and cross-functional teams. + Expert Experience facilitating planning activities, managing dependencies, and driving execution across multiple teams. + Strong written and verbal communication skills with experience preparing executive-facing materials, portfolio updates, and strategic summaries. + Advanced knowledge of portfolio, program, and project management principles and methodologies. + Experience building or managing portfolio intelligence solutions, dashboards, reporting frameworks, or operational analytics. + Experience designing automation solutions that improve operational efficiency, reporting, planning, or governance processes. + Applied experience with AI, generative AI, agentic workflows, or intelligent automation capabilities. + SAFe, Agile Release Train, PI Planning, or enterprise agile transformation experience + Experience preparing executive-level presentations, strategic business reviews, and leadership communications. + Experience working within large-scale transformation or innovation portfolios. ## Description 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 stakeholders to define objectives, roadmaps, milestones, dependencies, resource requirements, and success measures. + Monitor portfolio health, identify emerging risks, and recommend actions that optimize investment performance and value delivery. + Negotiate priorities, trade-offs, and execution approaches across business and technology partners. + Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance standards. 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, Tampa, FL, or Chesapeake, VA. Relocation assistance is **not** available for this position. What you'll do: + Leads the implementation of strategic tasks that align programs with an organization's business strategy and goals. + Responsible for developing multi-year business plans to deliver business capabilities and define execution approach to achieve business goal while reducing risk and delivering early business value wherever possible. + Works with program sponsors and cross-functional teams, to evaluate, plan and develop scope, milestone road maps, required resources, work plan, budget, anticipated dependencies, and timing for new programs. + Prepares reports that provide stakeholders and management with status updates to include identifying risks or issues. + Ensures all team members understand how to work together, understand interdependencies, and coordinates their efforts to complete program goals. + Assists in the development of performance metrics, dashboards and management tools that clearly articulate the status of key activities ensuring timely and successful execution. + Directs analyses, root cause identification and development and recommendation of key work products. + Identifies potential new program opportunities to deliver integrated solutions that meet multiple business partner needs. + Defines and maintains multiple program strategies based on business demand and ROI expectations. + Negotiates agreements, settles disputes equitably and diffuses high tension situations. + Negotiates program tradeoffs with IT and the business to ensure alignment of demand to capacity. + Mentors Program Managers in identifying benefits and defining alternatives across departmental programs and across USAA programs. + Adheres to EPMO processes, procedures, controls, standards, tools, and templates (as required). + Adheres to governance rigor required for work efforts. + 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. ## Related Videos - [The AI-Fluent Team: A Playbook for Driving Enterprise AI Transformation](https://www.wearedevelopers.com/videos/100068-the-ai-fluent-team-a-playbook-for-driving-enterprise-ai-transformation) - [Your imaginations is (no longer) the limit: how Generative AI empowers people to be creative](https://www.wearedevelopers.com/videos/741-your-imaginations-is-no-longer-the-limit-how-generative-ai-empowers-people-to-be-creative) - [ShapeShift: Reinventing Agile for a B2B SaaS Scale-Up](https://www.wearedevelopers.com/videos/1655-shapeshift-reinventing-agile-for-a-b2b-saas-scale-up) - [Minimising the Carbon Footprint of Workloads](https://www.wearedevelopers.com/videos/1198-minimising-the-carbon-footprint-of-workloads) - [AI and Agility: The Dynamic Duo for Disruption](https://www.wearedevelopers.com/videos/2081-ai-and-agility-the-dynamic-duo-for-disruption) - [Management in times of Agentic AI - The Human Premium](https://www.wearedevelopers.com/videos/1472-management-in-times-of-agentic-ai-the-human-premium) ## Related Articles - [What Industries Outside of AI Are Hiring The Most AI Experts?](https://www.wearedevelopers.com/magazine/98-what-industries-outside-of-ai-are-hiring-the-most-ai-experts) - [Navigating the AI Shift](https://www.wearedevelopers.com/magazine/629-navigating-the-ai-shift) - [How to Become an AI Engineer](https://www.wearedevelopers.com/magazine/331-how-to-become-an-ai-engineer) - [From Prototype to Production: Build AI Agents with This Free 4-Course Learning Path](https://www.wearedevelopers.com/magazine/655-from-prototype-to-production-build-ai-agents-with-this-free-4-course-learning-path) - [Got AI ideas but no money? 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