Sr. Director, Retirement CAO Portfolio Lead

Nuveen
Nuveen

Charlotte, NC, USA · New York, NY, USA · Dallas, TX, USA

USD 149k-205k / year

Posted on Jul 6, 2026
Business Management
The Business Management Manager manages a team of experienced professionals that is responsible for providing strategic support for the assigned business area. As a manager, this job oversees the execution of strategic business management consulting and is the central point of contact for the leaders in the execution of business management tasks. This job is responsible for policy and strategy implementation that impact the achievement of strategic business management consulting operational results.

Key Responsibilities and Duties
  • Manages team in assigned area and makes decisions on tactical issues that impact the business.
  • Oversees the implementation of policies and procedures in support of the business area strategy.
  • Drives process improvements in assigned business area.
  • Analyzes and reports to senior management on area data (financial, headcount, etc.) and performance metrics.
  • Oversees business management projects by monitoring and tracking risks, issues and action items.
  • Drives and oversees meeting planning in support of business projects and objectives.
  • Influences the development of new strategic initiatives through tracking budgets and milestones.
  • Manages performance of team through regular, timely feedback as well as the formal performance review process to ensure delivery of exceptional products and engagement, motivation, and development of team.
Educational Requirements
  • University (Degree) Preferred
Work Experience
  • 5+ Years Required; 7+ Years Preferred
Physical Requirements
  • Physical Requirements: Sedentary Work

Career Level
9PL

This role will own all planning and portfolio of projects within the CAO, across funded initiatives and internal projects. Includes managing budget across CtB and C2S, primary liaison with partners, tracking overall portfolio impacting Retirement, and identifying needed investments.

Required Qualifications

  • 3+ Years of managing projects

Desired Qualifications

  • 3+ years of portfolio management
Related SkillsAdaptability, 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:

2026-07-17Base Pay Range: $149,000/yr - $205,000/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.

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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: accessibility.support@tiaa.org

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

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