TIAA
Overview
The Relationship Manager II advises existing clients on a wide variety of gift planning, gift investment, and program management issues. This role is responsible for the delivery of high-quality, comprehensive services to an assigned book of clients. As a subject matter expert in relationship management, this position interacts frequently with senior staff in development, Treasurer's, and investment offices of nonprofit institutions, along with members of their boards.
This position is with TIAA Kaspick, the leading provider of gift planning and investment services for charities in the country.
Base pay range $126,000.00/yr - $176,000.00/yr
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.
Educational Requirements
University (Degree) Preferred
Work Experience
5+ Years Required; 7+ Years Preferred
Physical Requirements
Physical Requirements: Sedentary Work
Career Level 8IC
Anticipated Posting End Date 2025-09-12
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Sales and Business Development
Company Overview Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today we are a market-leading retirement company fueled by world-class asset management. But we are not just another legacy financial services firm. We are fighting harder than ever before for our clients and the many Americans who need us.
Benefits And Total Rewards 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. To learn more about your benefits, please review our Benefits Summary.
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.
Read more about your rights and view government notices here.
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 Below Options To Contact Our Accessibility Support Team
Phone: (800) 842-2755
Email: accessibility.support@tiaa.org
Privacy Notices For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here.
For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here.
For Applicants of TIAA Global Capabilities, click here.
For Applicants of Nuveen residing in Europe and APAC, please click here.
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This position is with TIAA Kaspick, the leading provider of gift planning and investment services for charities in the country.
Base pay range $126,000.00/yr - $176,000.00/yr
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.
Educational Requirements
University (Degree) Preferred
Work Experience
5+ Years Required; 7+ Years Preferred
Physical Requirements
Physical Requirements: Sedentary Work
Career Level 8IC
Anticipated Posting End Date 2025-09-12
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Sales and Business Development
Company Overview Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today we are a market-leading retirement company fueled by world-class asset management. But we are not just another legacy financial services firm. We are fighting harder than ever before for our clients and the many Americans who need us.
Benefits And Total Rewards 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. To learn more about your benefits, please review our Benefits Summary.
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.
Read more about your rights and view government notices here.
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 Below Options To Contact Our Accessibility Support Team
Phone: (800) 842-2755
Email: accessibility.support@tiaa.org
Privacy Notices For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here.
For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here.
For Applicants of TIAA Global Capabilities, click here.
For Applicants of Nuveen residing in Europe and APAC, please click here.
#J-18808-Ljbffr