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TIAA

IT Business Manager

Posted Yesterday
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Hybrid
Charlotte, NC, USA
136K-177K Annually
Senior level
Hybrid
Charlotte, NC, USA
136K-177K Annually
Senior level
Lead portfolio governance, financial planning, forecasting, and executive reporting for technology investments. Integrate Agile and financial processes, provide capacity and spend insights, oversee variable staffing, drive automation and efficiency, and produce executive narratives to inform senior leadership decisions.
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The IT Portfolio Management Lead is responsible for planning, tracking, forecasting, governance, and executive reporting for technology investments across “run” and “grow” initiatives. This role proactively manages and provides recommendations on labor and non-labor expenses to increase transparency, enable timely leadership decisions, and drive operational efficiencies. The role will lead the implementation of portfolio governance best practices across Technology and Finance, mature the end-to-end portfolio management lifecycle through standardization and automation, and translate complex financial and delivery data into clear narratives for senior and C-level leaders.
Key Responsibilities and Duties

  • Lead existing financial processes and executive reporting across Technology and business partners, ensuring timely, accurate, and decision-ready insights (actuals vs. budget/forecast).
  • Establish and continuously improve portfolio governance routines and controls across run/grow investments, including risk/issue/action tracking and leadership cadences.
  • Implement and mature portfolio management best practices, integrating financial processes with Agile delivery methods and tooling to improve alignment between funding, work execution, and outcomes.
  • Provide demand/capacity insights and recommendations across the portfolio for both people (employees and contingent workforce) and non-labor spend.
  • Provide oversight for variable staffing needs, including contract renewals, tenure governance, and disengagement processes, ensuring compliance and minimizing operational risk.
  • Design and maintain multi-year (3–5 year) financial forecast views, related trends, and scenario-based insights to inform strategic planning.
  • Drive efficiency improvements throughout the portfolio management lifecycle by identifying opportunities to streamline, simplify, and automate reporting and controls.
  • Develop compelling executive narratives and presentations that make complex financial and portfolio information accessible, engaging, and actionable for senior leadership.

Educational Requirements

  • University (Degree) Preferred

Work Experience

  • 5+ Years Required; 7+ Years Preferred

Physical Requirements

  • Physical Requirements: Sedentary Work

Career Level
9IC

Required Qualifications

  • 5+ years of hands-on portfolio management experience supporting a large book of work (300M+ with 2000+ labor) including Agile financial management.
  • 5+ years of Agile portfolio management experience.
  • Demonstrated ability to partner effectively with Technology leadership, Finance, and HR to drive transparency, governance, and outcomes.

Preferred Qualifications:

  • Experience managing technology assets and leveraging platforms/tools to manage portfolio data and reporting.
  • Tableau/BI reporting experience preferred
  • Financial services experience.
  • Vendor management experience.
  • Prior experience providing oversight for variable staffing needs (contingent workforce, contract renewals/tenure).

Related Skills

Adaptability, Business Acumen, Collaboration, Communication, Consultative Communication, Detail-Oriented, Executive Presence, Financial Acumen, Messaging Effectiveness, Prioritizes Effectively, Problem Solving, Project Management, Relationship Management, Strategic Thinking

Anticipated Posting End Date:

2026-07-24

Base Pay Range: $136,000/yr - $177,000/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). 

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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 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.

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.

Equal Opportunity

We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.

Our full EEO & Non-Discrimination statement is on our careers home page, and you can read more about your rights and view government notices here.

Accessibility Support

TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities. 

If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team: 

Phone: (800) 842-2755

Email: [email protected]

Drug and Smoking Policy

TIAA maintains a drug-free and smoke/free workplace.

Privacy Notices

For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here.

For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here.

For Applicants of TIAA Global Capabilities, click here.

For Applicants of Nuveen residing in Europe and APAC, please click here.

TIAA Charlotte, North Carolina, USA Office

8500 Andrew Carnegie Blvd, Charlotte, NC, United States, 28262

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What you need to know about the Charlotte Tech Scene

Ranked among the hottest tech cities in 2024 by CompTIA, Charlotte is quickly cementing its place as a major U.S. tech hub. Home to more than 90,000 tech workers, the city’s ecosystem is primed for continued growth, fueled by billions in annual funding from heavyweights like Microsoft and RevTech Labs, which has created thousands of fintech jobs and made the city a go-to for tech pros looking for their next big opportunity.

Key Facts About Charlotte Tech

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