IT Business Manager at TIAA — Dallas, TX

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

Company Overview

Our Culture of Impact

Benefits and Total Rewards

Equal Opportunity

Accessibility Support

Phone: (800) 842-2755

Email: accessibility.support@tiaa.org

Drug and Smoking Policy

Privacy Notices