Ilich Martinez
Managing Director - Head of Sales, Marketing, Client Services and Contact Center Technology at TIAA
- Role
- Managing Director - Head of Sales, Marketing, Client Services and Contact Center Technology at TIAA
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Ilich Martinez
Senior Technology & Business Leader with a diverse and successful career delivering value at various scales, ranging from Fintech startups to Fortune 10 organizations. One of few leaders in the industry responsible for successfully launching enterprise AI-first CRM platforms in multiple fortune 100 companies (Bank of America & TIAA) spanning Wealth and Asset Management, Retail Banking and Retirement Services.International business acumen with a track record that includes leading innovative efforts and launching products that are first of their kind in financial services and technology. As a published author, recognized as an industry leader in economic disruption and customer-centric digital transformation.Background includes a balance of progressive leadership and transformative roles at Bank of America, Lehman Brothers, Neuberger Berman, TIAA and B2B/B2C Fintech startups. Lifelong learner, passionate about unlocking peak business and individual potential through the use of technology.Key accomplishments include- Developed new digital businesses and products that have generated up to $1B in revenue and supported managed assets up to $450B- Managed technology portfolios with annual investments up to $100MM- 4 Patents on Digital Banking Innovation- Recognized technology thought leader across multiple areas in financial services that include Banking, Wealth and Asset Management, Fintech, AI, Web3 and DeFi- Generated new sources of revenue by helping businesses identify technology-enabled opportunities while protecting against industry disruptors- Accelerator of cost optimization and speed to market in small to large global organizations.
Experience
Managing Director - Head of Sales, Marketing, Client Services and Contact Center Technology
Jan 2026 — Present · Charlotte, NC, US
Leading the transformation of the front office through agentic AI, embedding autonomous and human-in-the-loop intelligence across sales, marketing, and client services to drive measurable business outcomes, operational efficiency, and ROI
Education
NYU Stern School of Business
Leadership Program
Duke University
Decentralized Finance (DeFi)
2022 — 2022
The City University of New York
Bachelor's Degree, Computer Science
Georgia Institute of Technology
Technology Executive Digital Leadership Program
The Wharton School
Business Analytics
2020 — 2021
Skills
- IT Service Management
- Disaster Recovery
- Customer Relations
- Outsourcing
- Business Intelligence
- Crm
- IT Strategy
- Software Development
- Solution Design
- Architecture
- Pmo
- Leadership
- Service Delivery
- Business Analysis
- Strategic Planning
- Sdlc
- Solution Architecture
- Team Leadership
- Program Management
- Strategy
- Agile Methodologies
- Management
- Vendor Management
- Information Technology
- Cloud Computing
- Process Improvement
- IT Management
- Application Development
- Integration
- Project Portfolio Management
- Enterprise Architecture
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.