Escheatment Program Management

Purpose of Job

We are currently seeking talented Escheatment Program Management for our San Antonio, TX or Remote facility.

Engages in the planning, execution, and delivery of programs and projects intended to accomplish business goals and objectives within prescribed timeframes and budgets. Develops an advanced understanding of how project activities contribute to the achievement of strategic business goals and operational objectives. Collaborates with key stakeholders and project/program teams to ensure objectives are met.

Job Requirements

  • Drives implementation of multiple, complex project/program initiatives, working closely with cross-functional teams and resources to achieve multiple program and project milestones within established timeframes.
  • Plans, directs, and coordinates activities for complex programs and projects through the development of project plans intended to accomplish goals and objectives within prescribed timeframes and budgets.
  • Ensures consistent visibility for program and project teams by monitoring and reporting business objectives, program/project achievements, and key indicators.
  • Communicates with project stakeholders and executive/senior management, and provides insight on issues through root cause analyses.
  • Facilitates collaboration on creative alternatives to project challenges with subject matter experts
  • Removes obstacles and impediments to ensure business and operational objectives are met.
  • Drives adoption and challenges standards.
  • Identifies and applies best practices and needed process improvements.
  • Establishes advanced capabilities in program and project design where possible.
  • Ensures compliance with company policies and procedures.
  • Monitors project execution to deliver incremental business value.

Minimum Requirements

  • Bachelor's Degree or 4 additional years of related experience beyond the minimum required may be substituted in lieu of a degree.
  • 6 or more years of escheatment experience in project or program management.
  • Advanced knowledge of project management tools and methodologies.

Preferred

  • 5+ years progressive related business experience in escheatment reporting, including an understanding of unclaimed property laws and regulations, due diligence processing, and state reporting requirements.
  • Expert knowledge of bank depositary, property & casualty insurance, life insurance and investment products.
  • Ability to independently research complex business issues related to unclaimed property compliance, risk assessments and audits.
  • Knowledge of unclaimed property Voluntary Disclosure Agreements (VDA).
  • Ability to coordinate and work closely with impacted business units, legal and compliance, and other internal and external customers.
  • Strategic thinker that can come with point of view, initiate needed action and gain influence with multiple stakeholders.

The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.

At USAA our employees enjoy one of the best benefits packages in the business, including a flexible business casual or casual dress environment, comprehensive medical, dental and vision plans, along with wellness and wealth building programs. Additionally, our career path planning and continuing education will assist you with your professional goals.

USAA also offers a variety of on-site services and conveniences to help you manage your work and personal life, including seven cafeterias, two company stores and three fitness centers.

Relocation assistance is not available for this position.