Relationship Manager II
TIAA
full-time
Posted on:
Location Type: Hybrid
Location: Redwood City • California • Massachusetts • United States
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Salary
💰 $126,000 - $176,000 per year
About the role
- advises existing client on gift planning, investment, and program management issues
- delivery of high quality consulting services
- develops plans to increase client engagement
Requirements
- 5+ years of Charitable Gift Planning experience
- 7+ years in Charitable Gift Planning or a related field preferred
- Strong written and verbal internal communications
- Experience in content creation and public speaking
Benefits
- comprehensive Total Rewards package
- superior retirement program
- highly competitive health, wellness and work life offerings
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Charitable Gift Planninginvestment managementprogram managementclient engagement strategies
Soft Skills
strong written communicationstrong verbal communicationcontent creationpublic speaking