USAA

Manager

• Define and maintain program strategies commensurate with the level of risk, size, and complexity to ensure individual efforts align with organizational goals
• Responsible for providing input and recommendations on multi-year business plans to deliver business capabilities and define execution approach to achieve business goals while reducing risk and delivering early business value
• Facilitate meetings with executive management and project/program sponsors to define solutions and delivery
• Prepare reports that provide stakeholders and management with status updates to include identifying risks or issues
• Perform analysis, root cause identification and development and recommendation of key work products
• Negotiate agreements, settle disputes equitably and diffuses situations
• Negotiate program tradeoffs with IT and the business as the program develops to ensure alignment of demand to capacity
• Adhere to EPMO processes, procedures, controls, standards, tools, and templates (as required)
• Adhere to governance rigor required for work efforts
• Drive the adoption and sustainment of changes within the organization in compliance with USAA’s Change Management methodology
• Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures

Go-To Market Manager

Security Operations

• lead and manage the daily operations of our centralized security command center
• provide strategic oversight and operational control for the PSOC and Alternate PSOC teams
• ensure effective monitoring, detection, analysis, and dispatch of Protective Security Officers to incidents threatening USAA personnel and assets
• collaborate daily with Protective Security Directors, Security teams, and the Unified Command Center in implementing security protocols
• provide regular reporting on physical security posture, emerging threats, and recommended enhancements to management and executives
• direct policy and procedures to ensure routine and emergency response actions of the armed proprietary security force
• review data analytics of security activities and incidents to determine proper use and placement of security force team members
• responsible for Incident Command during critical incidents and perform liaison with Situation Management Teams, Corporate Investigations, and local authorities

Director, Security Operations Center

Executive Assistant

• Delivers administrative support to assigned EMG through management of schedule/calendar, emails, call routing and ensuring appropriate record retention
• Coordinates activities and ensures timely information flow for EMG assigned
• Collaborates with EMG to understand, prioritize and organize daily activities/responsibilities to meet deadlines and deliver on EMG goals/objectives
• Identifies topics that translate into prioritizing meeting planners, emails, people, and data
• Delivers effective challenge to preserve EMG's time
• May prepare/update presentations
• Ensures accuracy and compliance with USAA presentation standards
• Additionally, drafts internal communications and other materials on behalf of the leader to share with a variety of audiences including department leaders, employees, key stakeholders, or business partners
• As requested by assigned EMG, prepares correspondence on behalf of EMG
• Ensures information to and from EMG members are treated with appropriate level of confidentiality
• Responsible for maintaining awareness on applicable intranet pages, messaging channels, leader communications, and other information platforms
• Proactively disseminates reminders to leaders and employees for upcoming deadlines, such as check-in completion, LMS training deadlines, or other urgent work deliverables
• Monitors EMG calendars to coordinate meetings and ensure leader/team is aligned with all aspects of meeting
• Creates agenda, takes meeting minutes, documents follow up action items, manages attendees, delegates, and ensures all meetings have a clear purpose/agenda
• In addition, coordinates schedules, meeting planners, dates and secures the content to be presented
• Understands the importance of team culture for the EMG's organization
• Prioritizes employee 1:1's, staff meetings, skip levels, and other connection points
• Creates positive experiences for employees through coordination
• Partners with hiring manager to improve employee experience by proactively planning and onboarding new EMG or other team members
• Collaborates to formulate an effective transition plan that minimize/eliminate a negative impact for the incoming EA/EMG relationship
• Additionally, update/submit organizational charts prior to the 1st of the month and update distribution lists within one business day of employee hire/exit
• Ensures new hires are provided access to resources and knowledge of department-wide operations/processes
• May coordinate desk/seating logistics for employees and provide oversight for on-site events
• Manages travel and expense reporting timely and effectively
• Additionally, manages team budget and confirms people leader adherence to individual budget plans
• Responsible for maintaining inventory of office supplies with an expense management focused mindset
• Maintains filing system for key documents
• Generates reports requested by assigned EMG
• Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures

Product Manager

• Formulate product/sales strategy recommendations based on analysis of profitability, competitiveness and sales performance for the product life cycle.
• Compile, analyze and interpret data to make strategic and tactical recommendations or decisions pertaining to sales/product performance.
• Responsible for defining the business questions and providing insights to improve business performance.
• Support the maintenance of existing products and/or may lead in the development and launch of less complex, new products with channel partners.
• Manage and prioritize deliverables in accordance with Agile principles.

Product Management Manager – HELOC

• Accountable for communicating and driving the vision and strategy effectively to key stakeholders and Bank agile team members
• Ensures delivery of quality product and member experience solutions through collaboration with stakeholders
• Translates understanding into a clear vision for the Bank agile team
• Partners with Team-of-Teams Lead to define and communicate acceptance criteria
• Anticipates and solves complex issues using a data-driven approach
• Owns Bank agile team backlog (grooming, prioritization, and refinement)
• Optimizes the flow of value through multi-Bank agile team Agile environment
• Makes recommendations to leadership

Senior Bank Agile Product Owner – HELOC

• Leads an agile team(s) assigned to developing solutions for implementing the Bank's business objectives aligned to the department and company strategy
• Responsible for creating and implementing policies and processes for delivering agile methodologies that will meet business results and are aligned to strategic business objectives and required outcomes
• Accountable for Team-of-Teams level Objectives and Key Results (OKRs), as well as team-level OKRs; empowers teams within the Bank to deliver business outcomes against their OKRs
• Manages project assignments and prioritization of work for Agile teams
• Oversees deliverables to ensure they are progressing in a timely manner and are aligned to objectives
• Makes data driven decisions as needed related to funding and resource allocation
• Leads positive team dynamics, encourages collaboration and drives achievement of goals and OKRs
• Ensure assigned Bank projects are completed within financial regulatory and compliance policies and that risk issues identified are mitigated as required
• Applies expert knowledge and removes escalated impediments to the team's success and assists in conflict resolution, issue and dependency management
• Coordinates, coaches, supports and guide leaders and teams in Agile principles, values and practices
• Maintains stakeholders informed of project status to include Senior Leaders
• Builds consensus with alliances across the organization
• Assesses, utilizes, and partners with external resources and partners to meet agreed upon expectations
• Shares information about the portfolio's output and direction with other Team of Team Leads and stakeholders to ensure alignment across the organization
• Builds and oversees a team dedicated to excellence through recruiting, developing, retaining, coaching, guiding, performance management and managerial activities
• Has full management responsibility for some members of the Agile team, e.g., Product Owner from their own business area, including responsibilities for hiring, firing, development and providing input on compensation decisions
• Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures

Director, Bank Agile Product Management – HELOC

Account Manager

• provide primary strategic and operational relationship management and oversight between USAA and assigned third party suppliers
• proactively seek opportunities to continuously build rapport and partnership with third parties
• provide guidance and enforce the standardization of supplier strategies, policies, procedures, guidelines, and reporting
• engage regularly with clients, client relationship management, and others to ensure alignment of goals between USAA and the supplier
• understand and convey client needs to suppliers while understanding and conveying capabilities back to the client and client relationship managers
• work closely with CoSA Supplier Governance (CSG) to understand measurable performance of the supplier and provide guidance in taking appropriate-level corrective action

Strategic Supplier Relationship Manager I – Real Estate

Insurance

• Enhance and operationalize the private credit risk framework, ensuring its consistent application across all stages of the credit lifecycle.
• Provide independent oversight and challenge of the first line of defense's loan covenant monitoring and enforcement activities.
• Conduct thorough due diligence on potential and existing asset managers.
• Oversee the day-to-day operations of the private credit investment portfolio.
• Provide a strong, independent challenge to First Line of Defense (FLOD) activities, risk metrics, and established risk limits.
• Identify critical capability needs within the risk management function and champion initiatives.
• Communicate complex risk analyses and findings concisely to senior stakeholders, committees, and investment professionals.
• Maintain expert knowledge of financial markets, emerging risks, and complex asset classes relevant to private credit.
• Work closely with internal teams, including investment, underwriting, legal, and finance, to align private credit strategy and ensure operational excellence.

Principal – Private Credit Risk Management

Analyst

• Leverages intermediate and some advanced business, analytical and technical knowledge to participate in discussions with cross functional teams to understand and collaborate on business objectives and influence solution strategies
• Applies advanced analytical techniques to solve business problems that are typically medium to large scale with impact to current and/or future business strategy
• Applies innovative and scientific/quantitative analytical approaches to draw conclusions and make 'insight to action' recommendations to answer the business objective and drive the appropriate change
• Translates recommendations into communication materials to effectively present to colleagues for peer review and mid-to-upper level management
• Incorporates visualization techniques to support the relevant points of the analysis and ease the understanding for less technical audiences
• Identifies and gathers the relevant and quality data sources required to fully answer and address the problem for the recommended strategy through testing or exploratory data analysis (EDA)
• Integrates/transforms disparate data sources and determines the appropriate data hygiene techniques to apply
• Thoroughly documents assumptions, methodology, validation and testing to facilitate peer reviews and compliance requirements
• Understands and adopts emerging technology that can affect the application of scientific methodologies and/or quantitative analytical approaches to problem resolutions
• Delivers analysis/findings in a manner that conveys understanding, influences mid to upper level management, garners support for recommendations, drives business decisions, and influences business strategy
• Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures

Mid Level Decision Science Analyst – Member Value

• Utilizes quantitative and qualitative analysis to provide thought-leadership on evolving industry trends, market developments, USAA's strategic direction, regulatory environment, and macroeconomic trends for the business unit.
• Provides insights and information-based context for key stakeholders in the business unit to effectively manage, influence, and impact line of business strategy.
• Collaborates with stakeholders to identify key business assumptions and hypotheses around line of business strategy.
• Evaluates and uncovers strategic insights related to Profit & Loss performance including Product Strategy, Pricing, Marketing, Sales, Credit Risk, Distribution Channels, and Member Experience.
• Assists experienced Business Strategy Analysts and other subject matter experts with refining hypotheses and identifying business questions to explore further.
• Assists in the development of the analytical framework and blueprint to answer business questions identified in the business portfolio, product, or member experience.
• Leverages advanced data-driven problem-solving techniques to manipulate and interpret business results.
• Translates findings into insights for strategy management and execution.
• Prepares materials that help communicate the significance of the strategic insights to senior leaders and other key stakeholders.
• May participate in key stakeholder meetings.
• Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.

Business Strategy Analyst – Mid-Level

Financial Planning and Analysis

• Responsible for researching new securities purchased in the institutional portfolios for the Association.
• Study securities on the Bloomberg terminal and works with USAA Traders, Strategists, Asset Managers, and Reporting Analysts and consults other market data sources to further research securities.
• Responsible for creating, defining, and maintaining securities records in the order management, accounting and data warehouse systems, as well as monitoring post-trade compliance triggers.
• Partners with external organizations such as investment custodians and software vendors to help facilitate the post-trade, pre-accounting operations of USAA's institutional portfolios.
• Identify and manage existing and emerging risks that stem from business activities and the job role.
• Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled.
• Follow written risk and compliance policies, standards and procedures for business activities.
• Validates accuracy of corrections to reported security master data errors and ensures reviews are completed on all data error corrections across multiple reviewers and preparers.
• Responsible for diagnosis and investigation of complex system and data problems and determining root cause of errors, which may include integrated systems and data linkage.
• Partners with Portfolio Strategists, Traders, and Investment Accounting areas to ensure issues are resolved.
• Leads identification and corrections of complex trade data problems across different asset managers and formats.
• Notifies Compliance, traders and portfolio managers of any compliance violations as required by compliance/regulatory requirements.
• Facilitates discussions with Asset Managers or Custodian Banks to discuss operational matters, including vendor management, scorecard reviews, and engaging vendors for problem resolution.
• Identifies approach to closing gaps that may arise from control testing, audit and QA of requests and assists with Issue management.
• Peer Reviews corporate actions.
• Provides advanced user support and configuration assistance to other members of the cross-functional investment management group; may independently prepare and support user access reviews for middle office.
• Leverages expertise in investment management systems to perform investment operations or middle office functions and in-depth knowledge of applications to serve as SME in system enhancement efforts and projects.
• Leads Lines of Defense testing efforts by assigning test cases, gathering test evidence, providing guidance to subordinates on more complex issues, and facilitating review with consultants and stakeholders after testing is completed.
• Provides IT with business requirements and validate enhancements through testing.
• Identifies opportunities and potential solutions on functional processes that adhere to compliance and regulatory requirements.
• Responsible for more detailed and time-consuming efforts and initiatives.
• Ensures timely execution of trade reconciliations, regulatory reporting, collateral processing and SMF reviews.
• Responsible for projects from start to completion, including coordination of project work, resourcing, and testing across the team.
• Assigns and directs work of other analysts and represents Investment Operations in the absence of the Director.

Investment Operations Analyst – Lead

Program Manager

• Leads the implementation of strategic tasks that align programs with business strategy
• Responsible for developing multi-year business plans
• Works with program sponsors and cross-functional teams to evaluate, plan and develop scope
• Prepares reports that provide stakeholders and management with status updates
• Ensures all team members understand how to work together
• Assists in the development of performance metrics, dashboards, and management tools
• Directs analyses, root cause identification and development and recommendation of key work products
• Identifies potential new program opportunities
• Defines and maintains multiple program strategies
• Negotiates agreements, settles disputes equitably
• Mentors Program Managers
• Adheres to EPMO processes, procedures, controls, standards, tools, and templates
• Drives the adoption and sustainment of changes within the organization
• Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled.

Program Manager Lead – Member Value

• Leads team or process in delivery of financial forecasts/plans for a business area or function; guides team members and oversees implementation of forecasting/planning process and model improvement initiatives and business solutions.
• Prepares and guides team on complex financial reports and analysis or cost benefit analysis to support and provides insight for internal and external management decision-making.
• Interpret complex financial information and make recommendations to business leaders.
• Implements solutions to key financial and operational opportunities.
• Contributes to achievement of business goals and objectives by delivering value-added business decision support to customers and business partners across the organization.
• Leads product assignments, product pricing, product profitability and ad-hoc analysis.
• Acts as a valued business partner by providing informed, proactive analysis and business insights to enable effective decision-making and efficient resource utilization.
• Interacts with senior management and company leadership, guides team and promotes innovation and productivity to support USAA's mission and operating state.
• Acquires and applies advanced knowledge of the business, its products and processes and serves as a resource to team members on escalated issues.
• Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.

Senior Financial Analyst

• Attracts, selects, and develops a Digital or Technology Product Management team
• Manages day to day activities of the Digital or Technology product management team
• Responsible for end-to-end technology and digital product management activities
• Sets new Digital or Technology product strategies
• Leads team to define product strategy for a product portfolio
• Applies product management expertise in state-of-the-art digital and technology domains
• Improves the business outcomes of the team
• Guides teams in implementing data-driven methodologies across multiple channels
• Collaborates with and influences senior leaders, Digital or Technology product managers, developers, vendors, designers and other stakeholders
• Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled

Director, Digital – Technical Product Management

Learning and Development

• partner with business leaders and Learning Performance Consultants to gather and validate learning requirements
• performs analyses, designs, and develops learning curriculum to improve performance of USAA employees
• assess the learning outcomes that need to be developed
• understand the performance expectations and gaps
• assists in deriving the appropriate learning solution
• develops and implements strategic design initiatives and learning experiences that advance business goals
• ensures alignment with L&D objectives, business strategy, and our USAA mission
• collaborate with cross-functional teams while acting as liaison between the Design team and stakeholders to ensure timely delivery and adherence to project goals
• completes peer to peer reviews to ensure consistency, quality, and appropriate use of course content guidelines
• develops tools and processes to measure effectiveness of curriculum solutions and learner performance
• develops and maintains strong relationships with third-party vendors as main point of contact for content management
• synthesizes analyses, identifies root causes, and provides recommendations that influence business solutions
• serves as a mentor and coach to peers and team members for assigned area of responsibility