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.
Key Responsibilities and Duties- Portfolio Reporting, Reviews & Insights - Own and refine reporting and review routines to drive insight and decisions, not just data collection.
- Intake & Portfolio Management - Manage and improve intake, turning strategy into workflows and criteria that support sound decisions.
- Resource & Capacity Management - Maintain a current, actionable view of resources, surfacing constraints and gaps on an ongoing basis.
- Portfolio Analytics & Insights - Connect data across priorities, resources, delivery, and risk to identify trends and proactively recommend action.
- Portfolio Tools & Enablement - Translate needs into requirements, partner on tool design, and drive adoption. Technology enables the model; it doesn't define it.
- Operating Routines & Continuous Improvement - Build and sustain routines that keep processes effective, continually asking whether there's a better way.
Educational Requirements- University (Degree) Preferred
Work Experience- 5+ Years Required; 7+ Years Preferred
Physical Requirements- Physical Requirements: Sedentary Work
Career Level9IC
Required Skills:- 5+ years' experience in Program Management
- Experience in Portfolio Management
- Experience leveraging AI to garner insights on large amounts of data
Preferred Skills:- Experience working in a Digital & Client Experience environment (not IT specifically)
- Large financial services experience
- Experience working in a matrixed environment
Related Skills
Adaptability, Collaboration, Communication, Consultative Communication, Executive Presence, General Risk Management, Influence, Problem Solving, Program Management, Project Management, Relationship Management, Stakeholder Engagement
Anticipated Posting End Date:2026-08-18
Base Pay Range: $139,000/yr - $188,000/yr
Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
Benefits and Total Rewards
The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary.