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 position is responsible for delivering high quality, comprehensive services to an assigned book of clients, acting as a subject matter expert in relationship management and interacting frequently with senior staff in the development, Treasurer's, and investment offices of nonprofit institutions and their boards.

Key Responsibilities And Duties

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

Create and present high quality client educational content via whitepapers, newsletter articles, and in-person and virtual event sessions.

Collaborate extensively and provide leadership to internal functional team members providing service to assigned client relationships.

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

Ensure 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 CommunicationCustomer Engagement

Planned Giving

Relationship Management

Trusts

Base Pay Range
$126,000/yr – $176,000/yr

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.

Accessibility Support
TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities. If you are a U.S. applicant and desire a reasonable accommodation to complete a job application, please use one of the options below:

Phone: (800) 842-2755

Email: accessibility.support@tiaa.org

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