TIAA

Director, Portfolio Management

TIAA$139K — $188K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5+ years experience in Program Management
  • Experience in Portfolio Management
  • Experience leveraging AI for data insights
  • University degree preferred
  • Experience in a Digital & Client Experience environment (preferred)
  • Large financial services experience (preferred)
  • Experience in a matrixed environment (preferred)

Responsibilities

  • Own and refine portfolio reporting and review routines to drive actionable insights.
  • Manage intake processes to align strategy with effective workflows.
  • Maintain a real-time overview of resource capacity and constraints.
  • Analyze portfolio data to identify trends and recommend proactive actions.
  • Translate business needs into tool requirements, partnering for effective design and adoption.
  • Develop and sustain operational routines for continuous process improvement.

Benefits

  • Comprehensive Total Rewards package
  • Superior retirement program
  • Highly competitive health offerings
  • Wellness and work-life offerings
  • Support for associates' physical, emotional, and financial well-being
Full Job Description
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 Level
9IC

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.

About TIAA

TIAA is a financial services company that specializes in providing retirement plans, IRAs, mutual funds, and life insurance. The company is dedicated to helping those who teach, heal, and serve to achieve financial well-being. TIAA was founded in 1918 and headquartered in New York, United States.

TIAA Careers

Joining TIAA presents an unparalleled opportunity to become part of a team that prides itself on fostering a culture of growth, innovation, and leadership in the financial services industry. As a company deeply committed to the professional development and well-being of its employees, TIAA is where your career aspirations can take flight.

Work You’ll Do

At TIAA, we are dedicated to providing our employees with meaningful job opportunities that offer both challenges and rewards. We believe in nurturing the skills and talents of our team members through diverse career paths, leadership development programs, and continuous learning opportunities.

Explore Our Team

Become a part of a workforce that is as diverse as the clients we serve. At TIAA, we understand that unique perspectives lead to innovative ideas and better decision-making. Our inclusive culture supports diversity training, ensuring all team members can thrive.

Innovate with Us

TIAA is at the forefront of financial innovation. We encourage our employees to lead the way in developing new strategies and solutions that continue to redefine the industry. Our collaborative environment supports your ideas and fosters creativity at every level.

Grow Your Career

Whether you are looking for your first internship or a seasoned professional position, TIAA offers a range of employment opportunities to help you realize your potential. Take advantage of our comprehensive benefits package, competitive salaries, and programs designed to support your career growth.

Networking and Professional Development

Networking at TIAA goes beyond connecting with colleagues; it involves engaging with industry leaders and participating in high-impact mentoring programs. Our commitment to professional growth is evident through our robust training and development courses tailored to enhance your career journey.

Join Our Hiring Process

Embark on your career with TIAA through a straightforward hiring process. Start by exploring open positions that match your skills and interests on our Jobs page. Submit your resume, prepare for your interview, and let your journey of professional fulfillment begin.

Stay Connected

Keep up to date with the latest from TIAA Careers by signing up for job alert emails that provide insights into new positions and career opportunities. Our careers blog offers tips, industry-leading insights, and insider perspectives to help you stay ahead in your career.

TIAA: Empowering Professional Futures

At TIAA, we are not just offering jobs; we are building futures. We invite you to join our team and experience a career where your growth is our priority, and your potential is limitless.

Search TIAA Jobs

Discover the opportunities waiting for you at TIAA. Search for open positions that align with your career goals and apply today. Let’s innovate, lead, and grow together. [SEARCH TIAA JOBS] [READ CAREERS BLOG]
Learn more about TIAA
Size
17,000 employees
Industry

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