Relationship Manager II

TIAA•Boston, MA

6d•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 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
Strong written and verbal internal communications
Experience in content creation and public speaking
Accountability
Analytical Skills
Client Service
Collaboration
Communication
Consultative Communication
Customer Engagement
Planned Giving
Relationship Management
Trusts

Nice To Haves

7+ years of Charitable Gift Planning or a related field experience

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 sessions.
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.