Director, Portfolio Management
About The Position
TIAA is looking for a Director, Portfolio Management, to join our D&CX team. This is a hands-on leadership role responsible for building, operating, and continuously improving our portfolio management capabilities across an ecosystem at varying levels of maturity. Some areas need refinement; others need to be built from scratch. The Director operates with a high degree of independence and ownership given a problem or desired outcome, they determine the approach and personally drive it to completion, developing analysis, building solutions, writing requirements, and establishing the routines needed to sustain the work. This happens in close partnership with stakeholders, incorporating others' input and shaping solutions with broader buy-in rather than working in isolation. Beyond execution, this role is expected to surface insights that inform and guide decisions and strategy for D&CX. Success means becoming a trusted partner that stakeholders and the Portfolio Office leader actively want to work with and bring problems too, confident that issues will be resolved and outcomes will move forward. Over time, this results in more mature processes, more reliable insights, and better-supported leadership conversations.
Requirements
- 5+ years' experience in Program Management
- Experience in Portfolio Management
- Experience leveraging AI to garner insights on large amounts of data
Nice To Haves
- Experience working in a Digital & Client Experience environment (not IT specifically)
- Large financial services experience
- Experience working in a matrixed environment
Responsibilities
- Own and refine reporting and review routines to drive insight and decisions, not just data collection.
- Manage and improve intake, turning strategy into workflows and criteria that support sound decisions.
- Maintain a current, actionable view of resources, surfacing constraints and gaps on an ongoing basis.
- Connect data across priorities, resources, delivery, and risk to identify trends and proactively recommend action.
- Translate needs into requirements, partner on tool design, and drive adoption. Technology enables the model; it doesn't define it.
- Build and sustain routines that keep processes effective, continually asking whether there's a better way.
Benefits
- superior retirement program
- highly competitive health, wellness and work life offerings
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What This Job Offers
Job Type
Full-time
Career Level
Director
Education Level
Associate degree
