Relationship Manager, Gift Annuity Compliance
About The Position
In this role, you will manage a defined portfolio of charitable and institutional clients, taking ownership of the full lifecycle of their charitable gift annuity annual filings. You will follow established processes to gather and review client data, prepare state-required forms, and ensure timely, accurate submission to regulatory agencies. This position is well-suited for someone who takes pride in producing accurate work, enjoys working through structured processes, and values consistency and reliability. Success in this role comes from strong attention to detail, the ability to manage work independently, and a commitment to meeting important deadlines.
Requirements
- Strong attention to detail and a commitment to accuracy
- Ability to follow established processes and work independently with minimal oversight
- Strong organizational skills and the ability to manage multiple deadlines consistently
- Comfort working with structured, deadline-driven work
- Clear and professional communication skills
- Proficiency in Microsoft Office (Word, Excel, SharePoint)
- Experience working with PDFs and document editing tools
- Must have a home office or workspace that is free of distractions and interruptions to ensure productivity and focus during work hours
- High-speed internet is required to support video conferencing, file sharing, and other work-related technology needs
- Must be able to reliably commute to the Cambridge, MA office 2 days per week and meet in-person collaboration requirements as needed
Nice To Haves
- Familiarity with Hive or similar project management tools is a plus
Responsibilities
- Serve as a reliable point of contact for a portfolio of clients
- Communicate clearly via phone, email, and Zoom to request required documentation and confirm filing needs
- Guide clients through the process and ensure all required information is complete and accurate
- Deliver consistent, professional, and responsive service
- Gather and carefully review financial statements and supporting documentation
- Prepare state-mandated annual and quarterly filings by following established procedures
- Ensure accuracy, completeness, and compliance with state requirements
- Submit filings through appropriate channels (mail, email, and online portals) while tracking deadlines
- Maintain organized, up-to-date project records in Hive
- Follow defined workflows and update project status regularly
- Ensure all documentation is properly recorded and archived
- Participate in regular team meetings to review project status and priorities
- Follow standard operating procedures (SOPs) and utilize recorded trainings
- Build expertise in regulatory requirements and internal processes over time
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
Number of Employees
101-250 employees
