Lead Client Advocate Technology Delivery Manager

TIAA•Charlotte, NC

1d•Onsite

About The Position

The Lead Client Advocate Technology Delivery Manager is a client-facing leadership role that sits at the intersection of technology, operations, and client relations. This position is responsible for enabling and managing the delivery of technical and operational solutions for TIAA's most valued clients — specifically the top 5% by assets and service complexity. The ideal candidate will serve as a trusted technology advisor and strategic partner to clients, helping them navigate and optimize their technological setup while ensuring alignment with TIAA's capabilities and service standards. This role involves close collaboration with the Client Relations team and internal application development teams to drive delivery, strengthen partnerships, and elevate the overall client experience.

Requirements

5+yrs of Project / Program Management experience
Experience with Enterprise Release Management
Experience with Vendor & Partnership Negotiations

Nice To Haves

Experience with Agile and SAFe development
Experience utilizing CAPA (root cause analysis and corrective / preventative actions)
Experience with SPARK layout and file transfer processes
Experience coordinating across Global Business Services
Experience with Digital Transformation of Operations and Products
Client facing experience preferred
Retirement Technology experience preferred
Agile Methodology
Agile Project Management
Change Management
Knowledge Management
Problem Solving
Project Management
Systems Development Life Cycle
Workshop Facilitation

Responsibilities

Responsible for developing detailed work plans, schedules, project estimates, resource plans, and status reports, conducting risk analysis and monitoring the progress of plans against project milestones and budgets.
Provide technical and analytical guidance to the project team while ensuring adherence to quality standards and review of project deliverables.
Analyzing and documenting requirements by liaising with a range of users in the organization.
On some projects, where applicable, manages the integration of vendor tasks and tracks and reviews vendor deliverables.
Primary focus is on day-to-day execution of deliverables, with occasional contribution to broader planning within an area of expertise.
Responsible as day-to-day technical or functional leader in area.
Requires some specialized internal, product knowledge.
May have oversight for moderate to large projects/initiatives.
Demonstrates ability to apply understanding of concepts in complex situations and to guide others in the following: Strategic thinking and planning skills; Visionary leadership and ability to inspire others; Communication, negotiation and conflict resolution skills; Change management skills; Strong decision-making and risk assessment skills.
If you are part of an Agile team, you may be asked to perform the functions of Tech Rep.