Relationship Manager II - Kaspick
$126,000–$176,000 year
On-site · Charlotte, North Carolina, United States or Boston, Massachusetts, United States
Job Summary
Relationship Manager II at TIAA (Kaspick) provides high-quality charitable gift plan consulting and client-management services to an assigned book of nonprofit clients. Responsibilities include developing engagement plans, flagging early signs of client dissatisfaction, solving problems with cross-functional teams, delivering educational content via whitepapers and newsletters, leading internal teams to serve client relationships, guiding staff to ensure timely problem resolution, and coordinating high-quality charitable gift planning services. Required and preferred qualifications emphasize 5+ years (7+ preferred) in complex gift planning, estate planning, or fundraising, with advanced degree (Graduate degree, JD, or MBA) and ability to travel 2–3 times per month domestically. Proficiency in Microsoft Office and strong written/verbal communication and public speaking skills are also highlighted.
Required Qualifications
- 5+ years of experience with complex gift planning, estate planning, or fundraising (with significant gift planning exposure)
- Graduate degree, JD, or MBA
- Ability to travel 2–3 times per month domestically
- Strong proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint)
- Strong written and verbal internal communications
- Experience in content creation and public speaking
- Bachelor's degree or higher in a related field (implied by Graduate degree/JD/MBA)
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