TIAA
Join to apply for the
Relationship Manager II
role at
TIAA This position is with TIAA Kaspick, the leading provider of gift planning and investment services for charities in the country.
Responsibilities and Duties
Advises existing clients on a wide variety of gift planning, gift investment, and program management issues, delivering high quality, comprehensive services to an assigned book of clients.
Develops plans to increase client engagement, provide early warning of possible client dissatisfaction, and marshal 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 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
Sedentary Work
Career Level 8IC
Related Skills Accountability, Analytical Skills, Client Service, Collaboration, Communication, Consultative Communication, Customer Engagement, Planned Giving, Relationship Management, Trusts
Anticipated Posting End Date 2025-09-12
Compensation Base Pay Range: $126,000/yr - $176,000/yr
Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
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 weʼre a market-leading retirement company fueled by world-class asset management. Weʼre not just another legacy financial services firm. Weʼre 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. We offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones, including a superior retirement program and competitive health, wellness and work-life offerings. Review our Benefits Summary to learn more.
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.
Seniority level Mid-Senior level
Employment type Full-time
Job function Sales and Business Development
San Francisco, CA
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr
Relationship Manager II
role at
TIAA This position is with TIAA Kaspick, the leading provider of gift planning and investment services for charities in the country.
Responsibilities and Duties
Advises existing clients on a wide variety of gift planning, gift investment, and program management issues, delivering high quality, comprehensive services to an assigned book of clients.
Develops plans to increase client engagement, provide early warning of possible client dissatisfaction, and marshal 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 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
Sedentary Work
Career Level 8IC
Related Skills Accountability, Analytical Skills, Client Service, Collaboration, Communication, Consultative Communication, Customer Engagement, Planned Giving, Relationship Management, Trusts
Anticipated Posting End Date 2025-09-12
Compensation Base Pay Range: $126,000/yr - $176,000/yr
Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
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 weʼre a market-leading retirement company fueled by world-class asset management. Weʼre not just another legacy financial services firm. Weʼre 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. We offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones, including a superior retirement program and competitive health, wellness and work-life offerings. Review our Benefits Summary to learn more.
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.
Seniority level Mid-Senior level
Employment type Full-time
Job function Sales and Business Development
San Francisco, CA
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr