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 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 an