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Relationship Manager II
TIAARelationship Manager II advising clients on various charitable gift planning issues. Developing engagement plans and leading educational initiatives within the organization.
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
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Charitable Gift PlanningInvestment ManagementProgram ManagementContent CreationPublic Speaking
Soft Skills
Client EngagementLeadershipCollaborationWritten CommunicationVerbal Communication