What are the responsibilities and job description for the Relationship Manager II position at TIAA?
This position is with TIAA Kaspick, the leading provider of gift planning and investment services for charities in the country.
The Relationship Manager II advises existing clients on a wide variety of gift planning, gift investment, and program management issues. This job is responsible for the delivery of high quality, comprehensive services to an assigned book of clients. As a subject matter expert in relationship management, this job interacts frequently with senior staff in the development, Treasurer's, and investment offices of nonprofit institutions along with members of their boards.
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Key Responsibilities and Duties
- Develops plans to increase client engagement, provide early warning of possible client dissatisfaction, and marshal resources necessary to solve client problems.
- Creates and presents high quality client educational content via whitepapers, newsletter articles, and in-person and virtual event sessions.
- 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.
Educational Requirements
Work Experience
Physical Requirements
Career Level
Related Skills : Accountability, Analytical Skills, Client Service, Collaboration, Communication, Consultative Communication, Customer Engagement, Planned Giving, Relationship Management, Trusts
Anticipated Posting End Date : 2025-01-24
Base Pay Range : $121,200 / yr. - $166,800 / yr.
Actual base salary may vary based upon relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include participation in an incentive program linked to performance.
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Salary : $121,200 - $166,800
