We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.
Our full EEO & Non-Discrimination statement is on our careers home page , and you can read more about your rights a
Benefits
Health insurance
Additional Information
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 charitable gift planning, 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 Charitable Gift Planning experience
Tiaa · Redwood City, CA