Director, Portfolio Management
Listed on 2026-08-12
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Management
Portfolio & Asset Management
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.
- 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
Skills:
- Experience working in a Digital & Client Experience environment (not IT specifically)
- Large financial services experience
- Experience working in a matrixed environment
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). _____________________________________________________________________________________________________ Company Overview Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people.
Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us. Our Culture of Impact At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges.
We equip our associates with…
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