The Relationship Manager II advises existing client 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.
Key Responsibilities and Duties 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.
Educational Requirements University (Degree) Preferred
Work Experience 5+ Years Required; 7+ Years Preferred
Physical Requirements Physical Requirements: Sedentary Work
Career Level
8IC
Required Qualifications:
5+ years of experience with complex gift planning, estate planning, or fundraising (with significant gift planning exposure)
Tiaa · Boston