TIAA
Sr. Planned Giving Technical Consultant
TIAA, Charlotte, North Carolina, United States, 28245
Join to apply for the
Sr. Planned Giving Technical Consultant
role at
TIAA 2 days ago Be among the first 25 applicants Join to apply for the
Sr. Planned Giving Technical Consultant
role at
TIAA This range is provided by TIAA. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range
$105,000.00/yr - $147,000.00/yr The Senior Planned Giving Technical Consultant job provides expert advice to the department's management and staff regarding legal, tax, and regulatory requirements that affect charitable gift planning and the administration and investment of client trusts, gift annuities, and other planned giving arrangements. The job consults with relationship managers, client account managers, trust administrators, other associates, members of management, client staff, and legal counsel to resolve issues and problems associated with prospective new and existing planned gifts to our client institutions.
Key Responsibilities And Duties
Researches and responds to staff questions in areas such as state fiduciary law, state and federal tax law, and state gift annuity regulation. Works with relationship managers and gift administration and tax staff to support complex gift planning initiatives and the resolution of gift administration, tax, and investment issues on specific client accounts. Reviews and digests existing trust documents accepted by client institutions for administration and qualification issues. Reviews and digests existing trust for client institutions that have hired the organization and are transitioning their programs to management. Researches and analyzes legal and administration issues and prepares interoffice communications at the direction of the Director. Monitors changes in state fiduciary law, state and federal tax law, court cases, and regulations that affect charitable gift planning and charities that serve as trustees. Manages the maintenance of the Technical Consulting reference library by conducting research of various state and federal law with a deep understanding about the default provisions found in state law including a state’s uniform principal and income act, probate code, and trust code and updates all reference materials as need up not less than annually. Serve as project manager over the trust digesting process (i.e.: prepares status reports, coordinates with client transition manager and client account manager to schedule transitions). Develops and delivers technical training for staff, including training on trust and tax law.
Educational Requirements
University (Degree) Preferred
Work Experience
3+ Years Required; 5+ Years Preferred
Physical Requirements
Physical Requirements: Sedentary Work
Career Level
7IC
Related Skills
Accountability, Analytical Skills, Client Service, Collaboration, Communication, Consultative Communication, Customer Engagement, Planned Giving, Relationship Management, Trusts
Anticipated Posting End Date
2025-09-30
Base Pay Range: $105,000/yr - $147,000/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. But 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. 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. Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Information Technology Referrals increase your chances of interviewing at TIAA by 2x Get notified about new Senior Technical Consultant jobs in
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Sr. Planned Giving Technical Consultant
role at
TIAA 2 days ago Be among the first 25 applicants Join to apply for the
Sr. Planned Giving Technical Consultant
role at
TIAA This range is provided by TIAA. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range
$105,000.00/yr - $147,000.00/yr The Senior Planned Giving Technical Consultant job provides expert advice to the department's management and staff regarding legal, tax, and regulatory requirements that affect charitable gift planning and the administration and investment of client trusts, gift annuities, and other planned giving arrangements. The job consults with relationship managers, client account managers, trust administrators, other associates, members of management, client staff, and legal counsel to resolve issues and problems associated with prospective new and existing planned gifts to our client institutions.
Key Responsibilities And Duties
Researches and responds to staff questions in areas such as state fiduciary law, state and federal tax law, and state gift annuity regulation. Works with relationship managers and gift administration and tax staff to support complex gift planning initiatives and the resolution of gift administration, tax, and investment issues on specific client accounts. Reviews and digests existing trust documents accepted by client institutions for administration and qualification issues. Reviews and digests existing trust for client institutions that have hired the organization and are transitioning their programs to management. Researches and analyzes legal and administration issues and prepares interoffice communications at the direction of the Director. Monitors changes in state fiduciary law, state and federal tax law, court cases, and regulations that affect charitable gift planning and charities that serve as trustees. Manages the maintenance of the Technical Consulting reference library by conducting research of various state and federal law with a deep understanding about the default provisions found in state law including a state’s uniform principal and income act, probate code, and trust code and updates all reference materials as need up not less than annually. Serve as project manager over the trust digesting process (i.e.: prepares status reports, coordinates with client transition manager and client account manager to schedule transitions). Develops and delivers technical training for staff, including training on trust and tax law.
Educational Requirements
University (Degree) Preferred
Work Experience
3+ Years Required; 5+ Years Preferred
Physical Requirements
Physical Requirements: Sedentary Work
Career Level
7IC
Related Skills
Accountability, Analytical Skills, Client Service, Collaboration, Communication, Consultative Communication, Customer Engagement, Planned Giving, Relationship Management, Trusts
Anticipated Posting End Date
2025-09-30
Base Pay Range: $105,000/yr - $147,000/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. But 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. 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. Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Information Technology Referrals increase your chances of interviewing at TIAA by 2x Get notified about new Senior Technical Consultant jobs in
Charlotte, NC . Charlotte, NC $90,000.00-$130,000.00 1 month ago Charlotte, NC $80,000.00-$90,000.00 1 month ago Wholesale Payments Technical Product Consultant
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Charlotte, NC $111,408.00-$189,738.00 5 days ago Consulting Field Solutions Architect - AI/Analytics
Charlotte, NC $168,000.00-$269,000.00 2 weeks ago Charlotte, NC $123,662.00-$170,036.00 3 weeks ago Charlotte, NC $82,000.00-$137,000.00 1 week ago Specialist Solutions Architect - GenAI (Healthcare & Life Sciences)
Charlotte, NC $82,320.00-$172,200.00 2 days ago Charlotte, NC $101,500.00-$186,000.00 1 week ago Solution Architect -Microservices, Cloud, Data
Charlotte, NC $110,000.00-$142,000.00 2 weeks ago IT Adv - Tech Consulting - Oracle - App Technical Architect - Manager - Multiple Positions - 1612339
Solution Architect, Amazon Web Services, Education - Mid-Atlantic
Charlotte, NC $87,800.00-$160,900.00 5 days ago SAP - Finance Senior Consultant - Tech Consulting - Open Location
Charlotte, NC $101,500.00-$186,000.00 2 days ago SAP - Procurement PTP Manager - Tech Consulting - Open Location
Charlotte, NC $141,200.00-$258,900.00 2 weeks ago Charlotte, NC $159,000.00-$345,000.00 1 week ago Wholesale Payments Technical Product Consultant
Wholesale Payments Technical Product Consultant
Strategic Solutions Architect, Spectrum Business
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