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TIAA

Relationship Manager II

TIAA

. Advises existing clients on a wide variety of gift planning, investment, and program management issues .

Posted 4/22/2026full-timeCalifornia, Massachusetts, North Carolina • 🇺🇸 United StatesMid-LevelSenior💰 $126,000 - $176,000 per yearWebsite

About the role

Key responsibilities & impact
  • Advises existing clients on a wide variety of gift planning, investment, and program management issues
  • Develops plans to increase client engagement and marshall resources necessary to solve client problems
  • Creates and presents high quality client educational content via various mediums
  • Collaborates extensively and provides leadership to internal functional team members

Requirements

What you’ll need
  • 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

Comp & perks
  • Superior retirement program
  • Highly competitive health, wellness and work life offerings

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools
Charitable Gift PlanningInvestment ManagementProgram ManagementContent CreationPublic Speaking
Soft Skills
Client EngagementLeadershipCollaborationWritten CommunicationVerbal Communication