Relationship Manager, Gift Annuity Compliance

Foundation Source

Manage a portfolio of charitable and institutional clients for gift annuity compliance and oversee annual filings. Ensure accuracy and compliance with state requirements while providing professional client service.

Posted 4/24/2026full-timeCambridge • Massachusetts • 🇺🇸 United StatesMid-LevelSenior💰 $63,000 - $73,000 per yearWebsite

About the role

Key responsibilities & impact

Manage a defined portfolio of charitable and institutional clients
Take ownership of the full lifecycle of charitable gift annuity annual filings
Follow established processes to gather and review client data
Prepare state-required forms and ensure timely, accurate submission to regulatory agencies
Serve as a reliable point of contact for a portfolio of clients
Communicate clearly to request required documentation and confirm filing needs
Deliver consistent, professional, and responsive service
Gather and review financial statements and supporting documentation
Prepare state-mandated annual and quarterly filings by following established procedures
Maintain organized, up-to-date project records in Hive

Requirements

What you’ll need

Strong attention to detail and a commitment to accuracy
Ability to follow established processes and work independently with minimal oversight
Strong organizational skills and the ability to manage multiple deadlines consistently
Comfort working with structured, deadline-driven work
Clear and professional communication skills
Proficiency in Microsoft Office (Word, Excel, SharePoint)
Experience working with PDFs and document editing tools
Familiarity with Hive or similar project management tools is a plus

Benefits

Comp & perks

Hybrid work environment
Reliable internet connection to support work-related technology needs
Dedicated workspace free of distractions to ensure productivity

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

charitable gift annuity filingsfinancial statement reviewstate-required forms preparationannual and quarterly filingsdocument editing

Soft Skills

attention to detailcommitment to accuracyorganizational skillsability to manage multiple deadlinesclear communication