Relationship Manager II - Charitable Gift Planning
$126k - $176kTeachers Insurance and Annuity Association of America
A leading financial services organization in Boston is seeking a Relationship Manager II. This role is responsible for advising clients on gift planning and managing comprehensive services for an assigned client book. Candidates should possess a minimum of 5 years in Charitable Gift Planning, with preferred experience in content creation and strong communication skills. The position offers a competitive salary range of $126,000 - $176,000 per year, along with a comprehensive benefits package. #J-18808-Ljbffr Teachers Insurance and Annuity Association of America
$126k - $176k
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 clients. As a subject matter expert in charitable gift planning, this job interacts frequently...SuggestedWork experience placement$108.9k - $178.9k
...Description Community Development Lending RM II Hiring Range: $108,896 - $178,901... ...for additional information. The Relationship Manager (RM) II is comfortable making solo sales... ...Work with Team Leader/Group Head to plan sales calls Conscious of role as a Bank...SuggestedWork at office$56.1k - $77.2k
...solutions help educators analyze, customize, and plan personalized learning paths for students,... ...along the way. As a Customer Success Manager (CSM) at Renaissance, you are a part of... ...In this role as Customer Success Manager II, you will be responsible for: Independently...SuggestedFor contractorsLocal areaRemote workWorldwideWork visaFlexible hours$108.9k - $178.9k
Commercial Relationship Manager II - CDL Be the First to Apply Job Description Community Development Lending RM II Hiring Range: $108,896 - $178... ...generate business and network Work with Team Leader/Group Head to plan sales calls Conscious of role as a Bank representative Looks...SuggestedFull timeWork at office- In this role, you will manage a defined portfolio of charitable and institutional clients, taking ownership of the full lifecycle of their charitable gift annuity annual filings. You will follow established processes to gather and review client data, prepare state-required...SuggestedWork at officeHome office2 days per week
- ...Acord is seeking a full-time position in Alumni Engagement based in Boston, Massachusetts. This role involves planning and executing class-based engagement and fundraising efforts, focusing primarily on Reunion classes. The ideal candidate will have a bachelor's degree...Full timeWork at office1 day per week
- ...Client Service Manager II At Gallagher, we help clients face... ...someone who thrives on building relationships, solving problems, and... ...: Medical/dental/vision plans, which start from day one!... ...for your overall wellbeing Charitable matching gift program And more......Live outWork at officeLocal areaFlexible hoursShift work
- ...The Branch Client Service Manager II is accountable for delivering... .... Build and solidify relationships with existing clients by providing... ...: Medical/dental/vision plans, which start from day one!... ...your overall wellbeing Charitable matching gift program And more... **The...Full timeLive outWork at officeLocal areaFlexible hours
- ...for all career levels. Our charitable arm, the Center for Cyber Safety... ...Customer Success Account Manager is responsible for driving customer... ...engagement and success planning and engage sales partners to... ...expand existing customer relationships. Share customer insights...Work experience placementWork at officeRemote work
- ...Akamai Technologies GmbH is looking for an Engagement Manager II to join their Advanced Technology Group in Cambridge, MA. This role involves owning program and project management while ensuring customers maximize their value in Akamai's solutions. Ideal candidates will...Remote work
$124.7k - $207.8k
...The Client Engagement Program Manager is responsible for the design,... ...growing business with key client relationships across all lines of business.... ...cross-functional teams (including Charitable Foundation, Office of the CEO, and CRA) to plan and deliver integrated...Work experience placementWork at office$8k
...experience, ability to efficiently manage your time, excellent customer... ..., building and maintaining relationships with key decision makers.... ...individual-based commission. Planning to go above and beyond? Our commission... ...international destinations, gifts, and other incentives ~...Full timeTemporary workPart timeWork experience placementShift work- Foundation Source in Cambridge, MA is seeking a dedicated professional to manage a portfolio of charitable clients and oversee the preparation and submission of regulatory filings. The role demands strong attention to detail, effective communication skills, and the ability...Work at office
$119.6k - $215.4k
...build loyalty and growth through relationships and understanding of... ...with program and/or project management, strategic thinking, technical... ...satisfaction. As an Engagement Manager II, you will be responsible for:... ...an Employee Stock Purchase Plan (ESPP). Akamai provides...Work experience placementRemote work$112k - $150k
...aspects of estate, income, gift, and trust tax consulting and compliance; charitable giving and philanthropic foundations... ..., and life insurance planning. A Tax Manager, Private Client Services is... ...activities and training Builds new relationships and maintains existing...Private practiceWork at office$112k - $150k
...practice provides estate, income, gift, and trust tax consulting and compliance; charitable giving and philanthropic... ...retirement, and life insurance planning. A Tax Manager will use their education,... ...activities and training. Build new relationships and maintain existing...Work at office- ...Client Success, through structured account planning, shaping CXO agenda, working with... ...a "seat at the top table for AI" in the managed account(s) in partnership with AI for Change... ...a week) to foster deeper engagement and relationship-building Collaboration & Leadership...1 day per week
$8k
...experience, ability to efficiently manage your time, excellent customer... ..., building and maintaining relationships with key decision makers.... ...individual-based commission. Planning to go above and beyond? Our commission... ...international destinations, gifts, and other incentives ~...Full timeTemporary workPart timeWork experience placementShift work$175k - $240k
...We’re building a relationship-oriented bank for the modern world. We need talented, passionate... ...you'll be doingAs a Senior Relationship Manager, you’ll focus on growing direct revenue,... ...management, personal tax, or financial planning.Investment knowledge: Possess comprehensive...Remote work$103.1k - $154.7k
...Fisher Scientific as a Business Development Manager and help grow the organization through... ..., financial modeling, and strategic planning SKILLS & ABILITIES: • Strong communication... ...• Effective negotiation and relationship-building capabilities across internal/external...Temporary workWork at office$215k - $355k
...solutions in depository credit, treasury management and investment banking. Wells Fargo is seeking a Principal Mid-Corporate Relationship Manager for Healthcare, Higher Education... ...positions Drive relationship planning activities to deliver the full suite of...Work experience placementLocal area$110k - $180k
...with analytics, innovative planning, targeting, measurement, and... ...their knowledge and skillsets, Managers support current clients by... ...practices, managing ongoing client relationships, and working with a team to... ...Retirement programs 1% charitable giving program Compensation...Local areaFlexible hours- ...an experienced Senior SAP Engagement Manager to lead the delivery of strategic SAP... ...responsible for building strong client relationships, overseeing program delivery, ensuring... ...third-party partners to ensure successful planning, execution, and delivery of SAP programs...Contract work
- ...Personal Lines Client Service Manager to join our team and help... ...passionate about building relationships, solving problems, and making... ...~ Medical/dental/vision plans, which start from day one!... ...your overall wellbeing Charitable matching gift program And more......Full timeLive outWork at officeLocal areaRemote workMonday to FridayFlexible hours
- ...Job Summary Senior Relationship Manager – Middle Market Commercial Banking, Boston office. Partner with leadership teams of dynamic public and... ...transactions. Professional sales skills, including planning, execution, and follow‑up of client meetings. Strong corporate...Work experience placementWork at officeLocal areaShift workDay shift
$200k - $260k
...portfolio of RWD engagements. This role combines executive relationship management, data-driven advisory, and delivery oversight to ensure clients... ...VP- and C-level stakeholders Lead RWD strategy, success planning, and long-term value realization across a portfolio of RWD...Full timeTemporary workLocal areaRemote workFlexible hours$73.5k - $212.28k
...maintaining regulatory compliance and managing risks for clients, providing advice, and... ...of projects, ensuring their successful planning, budgeting, execution, and completion.... ...Opportunity As part of the Joint Business Relationships (JBR) Independence team within Risk &...Full timeH1b- ...Personal Lines Client Service Manager At Gallagher, we're... ...passionate about building relationships, solving problems, and making... ...improve: Medical/dental/vision plans, which start from day one!... ...for your overall wellbeing Charitable matching gift program And more......Live outWork at officeLocal areaRemote workMonday to FridayFlexible hours
- ...opportunities. Your Role As an Engagement Manager within our Customer Success team,... ...at the portfolio level — building deep relationships with senior stakeholders, aligning on... ...biotech companies, guiding strategic planning, adoption, and expansion of Cradle’s...Work at office
- ...adoption across teams, guided by structured strategies and change management support. Strategic Influence: High‑value opportunities are... ...discussions and workshops to uncover business opportunities. Strategic Planning & ROI Build compelling business cases for Blitzy adoption,...Work at officeWork from homeFlexible hours
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