Relationship Manager II

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 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.
• Safeguards the delivery of high quality charitable gift plan consulting services to clients.

Work Experience

5+ Years Required; 7+ Years Preferred

Qualifications

5+ years of Charitable Gift Planning experience

PREFERRED QUALIFICATIONS:

• 7+ years in Charitable Gift Planning or a related field
• Strong written and verbal internal communications
• Experience in content creation and public speaking

Physical Requirements

Sedentary Work

Company Overview

The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That’s why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones.

Benefits And Total Rewards

The organization offers a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being.

Equal Opportunity

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.

Accessibility Support

TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.

Drug and Smoking Policy

TIAA maintains a drug-free and smoke-free workplace.

Privacy Notices

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