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Relationship Manager
TIAARelationship Manager advising clients on charitable gift planning at TIAA. Ensuring high quality services and managing client engagement for financial well-being.
Posted 5/15/2026full-timeRedwood City • California, 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, gift investment, and program management issues
- Delivers high quality, comprehensive services to an assigned book of clients
- Develops plans to increase client engagement and solve client problems
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- Comprehensive Total Rewards package
- 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 PlanningGift InvestmentProgram ManagementClient EngagementContent CreationPublic Speaking
Soft Skills
Written CommunicationVerbal CommunicationClient AdvisingProblem Solving