Lead Client Advocate Technology Delivery Manager

The Lead Client Advocate Technology Delivery Manager is a client-facing leadership role that sits at the intersection of technology, operations, and client relations. This position is responsible for enabling and managing the delivery of technical and operational solutions for TIAA's most valued clients - specifically the top 5% by assets and service complexity.

The ideal candidate will serve as a trusted technology advisor and strategic partner to clients, helping them navigate and optimize their technological setup while ensuring alignment with TIAA's capabilities and service standards. This role involves close collaboration with the Client Relations team and internal application development teams to drive delivery, strengthen partnerships, and elevate the overall client experience.

Key Responsibilities and Duties

• Responsible for developing detailed work plans, schedules, project estimates, resource plans, and status reports, conducting risk analysis and monitoring the progress of plans against project milestones and budgets.

• Provide technical and analytical guidance to the project team while ensuring adherence to quality standards and review of project deliverables.

• Analyzing and documenting requirements by liaising with a range of users in the organization.

• On some projects, where applicable, manages the integration of vendor tasks and tracks and reviews vendor deliverables.

• Primary focus is on day-to-day execution of deliverables, with occasional contribution to broader planning within an area of expertise. Responsible as day-to-day technical or functional leader in area. Requires some specialized internal, product knowledge. May have oversight for moderate to large projects/initiatives.

• Demonstrates ability to apply understanding of concepts in complex situations and to guide others in the following:Strategic thinking and planning skills;Visionary leadership and ability to inspire others;Communication, negotiation and conflict resolution skills;Change management skills;Strong decision-making and risk assessment skills.

• If you are part of an Agile team, you may be asked to perform the functions of Tech Rep.

Educational Requirements

• University (Degree) Preferred

Work Experience

• 5+ Years Required; 7+ Years Preferred

Career Level

9IC

Required Skills:

• 5+yrs of Project / Program Management experience

• Experience with Enterprise Release Management

• Experience with Vendor & Partnership Negotiations

Preferred Skills:

• Experience with Agile and SAFe development

• Experience utilizing CAPA (root cause analysis and corrective / preventative actions)

• Experience with SPARK layout and file transfer processes

• Experience coordinating across Global Business Services

• Experience with Digital Transformation of Operations and Products

• Client facing experience preferred

• Retirement Technology experience preferred

Related Skills

Agile Methodology, Agile Project Management, Change Management, Knowledge Management, Problem Solving, Project Management, Systems Development Life Cycle, Workshop Facilitation

Anticipated Posting End Date:

2026-05-06

Base Pay Range: $150,000/yr - $206,000/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 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.

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 started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being.

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 ( .

Nondiscrimination & Equal Opportunity Employment

TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace.

EEO is the Law ( EEOC\ KnowYourRights-1688394514088.pdf)

Pay Transparency

Philadelphia Ban the Box (