Relationship Manager II

TIAA • Redwood City, CA

3d

About The Position

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 charitable gift planning, this job interacts frequently with senior staff in the development, Treasurer's, and investment offices of nonprofit institutions along with members of their boards.

Requirements

• 5+ years of Charitable Gift Planning experience
• Accountability
• Analytical Skills
• Client Service
• Collaboration
• Communication
• Consultative Communication
• Customer Engagement
• Planned Giving
• Relationship Management
• Trusts

Nice To Haves

• 7+ years in Charitable Gift Planning or a related field
• Strong written and verbal internal communications
• Experience in content creation and public speaking

Responsibilities

• Develops plans to increase client engagement, provide early warning of possible client dissatisfaction, and marshall 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.

Benefits

• The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That’s why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees