Jobtailor is seeking an experienced charitable gift planning professional to advise a diverse client base on gift planning, investment, and program management. You will deliver high-quality services to an assigned book of clients and collaborate with cross-functional teams.
Responsibilities include increasing client engagement, presenting educational content, and developing proactive plans to prevent dissatisfaction, while maintaining clear internal communications.
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Relationship Manager II: Gift Planning & Client Strategy
Jobtailor · California, MO, USA ·
- Pay:
- 85.000 - 130.000
- Job type:
- Full Time