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Relationship Manager II

TIAA

Charlotte, North Carolina, United States Full time July 04, 2026
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Opportunity Description

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.
  • ...
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    Opportunity Details

    Location Charlotte, North Carolina
    Country United States
    Type Full time
    Category Business Operations Specialists
    Posted July 04, 2026
    Deadline August 13, 2026

    About TIAA

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    TIAA

    Charlotte, United States