Relationship Manager II

TIAA

Relationship Manager II advising clients on gift planning at TIAA. Delivering high quality services and collaborating with internal teams for client success.

Posted 6/11/2026full-timeBoston • California, Massachusetts, North Carolina • 🇺🇸 United StatesMid-LevelSenior💰 $126,000 - $176,000 per yearWebsite

About the role

Key responsibilities & impact

Advises existing client on a wide variety of gift planning, gift investment, and program management issues
Responsible for the delivery of high quality, comprehensive services to an assigned book of clients
Develops plans to increase client engagement, provide early warning of possible client dissatisfaction, and marshall resources necessary to solve client problems
Creates and presents high quality client educational content via whitepapers, newsletter articles, and in-person and virtual event session
Collaborates extensively and provides leadership to internal functional team members providing service to assigned client relationships
Guides internal team of client facing and functional personnel to capably serve assigned book of clients including quick and effective problem resolution
Ensures the delivery of high quality charitable gift plan consulting services to clients

Requirements

What you’ll need

5+ years of experience with complex gift planning, estate planning, or fundraising (with significant gift planning exposure)
7+ years of experience with complex gift planning, estate planning, or fundraising (with significant gift planning exposure) preferred
University degree
Graduate degree, JD, or MBA
Ability to travel 2 – 3 times per month for a few days domestically
Strong proficiency in Microsoft suite of products (Outlook, Word, Excel, PowerPoint)
Strong written and verbal internal communications
Previous 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

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

gift planningestate planningfundraisingcontent creationproblem resolution

Soft Skills

client engagementcommunicationleadershipcollaborationproblem-solving

Certifications

university degreegraduate degreeJDMBA