Relationship Manager II - Kaspick

The Relationship Manager II advises existing client on a wide variety of gift planning, gift investment, and program management issues. This job is responsible for the delivery of high quality, comprehensive services to an assigned book of clients. As a subject matter expert in relationship management, this job interacts frequently with senior staff in the development, Treasurer's, and investment offices of nonprofit institutions along with members of their boards.

Key Responsibilities and Duties

Develops plans to increase client engagement, provide early warning of possible client dissatisfaction, and marshal resources necessary to solve client problems.

Creates and presents high quality client educational content via whitepapers, newsletter articles, and in-person and virtual event session.

Collaborates extensively and provides leadership to internal functional team members providing service to assigned client relationships.

Guides internal team of client facing and functional personnel to capably serve assigned book of clients including quick and effective problem resolution.

Ensures the delivery of high quality charitable gift plan consulting services to clients.

Educational Requirements

University (Degree) Preferred

Work Experience

5+ Years Required; 7+ Years Preferred

Physical Requirements

Physical Requirements: Sedentary Work

Career Level
8IC

Required Qualifications

5+ years of experience with complex gift planning, estate planning, or fundraising (with significant gift planning exposure)

Preferred Qualifications

7+ years of experience with complex gift planning, estate planning, or fundraising (with significant gift planning exposure)

University degree

Graduate degree, JD, or MBA

Ability to travel 2 – 3 times per month for a few days domestically

Strong proficiency in Microsoft suite of products (Outlook, Word, Excel, PowerPoint)

Strong written and verbal internal communications

Previous experience in content creation and public speaking

Related Skills

Accountability, Analytical Skills, Client Service, Collaboration, Communication, Consultative Communication, Customer Engagement, Planned Giving, Relationship Management, Trusts

Anticipated Posting End Date
2026-06-17

Base Pay Range
$126,000/yr - $176,000/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).

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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