Relationship Manager II

TIAA•Boston, MA

1d•Onsite

About The Position

The Relationship Manager II advises existing clients 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 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. TIAA is a market-leading retirement company fueled by world-class asset management, founded over 100 years ago to help educators retire with dignity. The company is committed to building on its legacy, evolving to meet tomorrow's challenges, and equipping associates with future-focused skills and AI tools to advance its mission. TIAA thrives in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Associates are encouraged to grow through meaningful learning experiences and development pathways.

Requirements

5+ years of Charitable Gift Planning experience

Nice To Haves

University (Degree)
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.