Relationship Manager II

TIAA

Relationship Manager II advising existing clients on gift planning and investment issues at TIAA. Collaborates with internal teams for high-quality service to clients with significant fundraising exposure.

Posted 6/19/2026full-timeBoston • California, Massachusetts, North Carolina • 🇺🇸 United StatesMid-LevelSenior💰 $134,000 - $212,000 per yearWebsite

About the role

Key responsibilities & impact

Advises existing clients on gift planning, gift investment, and program management issues
Develops plans to increase client engagement and solve client problems
Creates and presents high quality client educational content
Collaborates extensively with internal teams to provide service to assigned clients
Ensures 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)
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

Comprehensive Total Rewards package
Health insurance
Superior retirement program
Paid time off
Professional development opportunities

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

gift planningestate planningfundraisingcontent creationpublic speaking

Soft Skills

client engagementproblem solvingcollaborationcommunication

Certifications

university degreegraduate degreeJDMBA