Director, Portfolio Management

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 to, 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.

Responsibilities

• 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.

Requirements

• 5+ years of work experience required; 7+ years preferred
• University degree preferred
• 5+ years’ experience in Program Management
• Experience in Portfolio Management
• Experience leveraging AI to garner insights on large amounts of data

Skills

• 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

Pay

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 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

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.

About the Company

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 we’re a market-leading retirement company fueled by world-class asset management. But we’re not just another legacy financial services firm. We’re fighting harder than ever before for our clients and the many Americans who need us.

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 future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways—because when our people succeed, our impact on clients' lives grows stronger.