Relationship Manager – II

TIAA

Relationship Manager II advising clients on a wide variety of gift planning issues. Responsible for leadership and educational content in charitable gift planning with high quality services.

Posted 6/25/2026full-timeRedwood City • California, Massachusetts, North Carolina • 🇺🇸 United StatesMid-LevelSenior💰 $134,000 - $212,000 per yearWebsite

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Charitable Gift PlanningContent CreationPublic Speaking

Soft Skills

Client EngagementLeadershipWritten CommunicationVerbal Communication

Industry Keywords

Gift PlanningGift InvestmentProgram ManagementClient Satisfaction

About the role

Key responsibilities & impact

Advises existing client on a wide variety of gift planning, gift investment, and program management issues
Responsible for the delivery of high quality, comprehensive services to an assigned book of clients
Develops plans to increase client engagement and provide early warning of possible client dissatisfaction
Creates and presents high quality client educational content
Collaborates extensively and provides leadership to internal functional team members

Requirements

What you’ll need

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

Benefits

Comp & perks

superior retirement program
highly competitive health, wellness and work life offerings