Relationship Manager II - Kaspick
TIAA Financial Services
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 relationship management, 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 marshal 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. Guides internal team of client facing and functional personnel to capably serve assigned book of clients including quick and effective problem resolution. Ensures the delivery of high quality charitable gift plan consulting services to clients. Educational Requirements University (Degree) Preferred Work Experience 5+ Years Required; 7+ Years Preferred Physical Requirements Physical Requirements: Sedentary Work Career Level 8IC Required Qualifications 5+ years of experience with complex gift planning, estate planning, or fundraising (with significant gift planning exposure) Preferred Qualifications 7+ years of experience with complex gift planning, estate planning, or fundraising (with significant gift planning exposure) University degree Graduate degree, JD, or MBA Ability to travel 2 – 3 times per month for a few days domestically Strong proficiency in Microsoft suite of products (Outlook, Word, Excel, PowerPoint) Strong written and verbal internal communications Previous experience in content creation and public speaking Related Skills Accountability, Analytical Skills, Client Service, Collaboration, Communication, Consultative Communication, Customer Engagement, Planned Giving, Relationship Management, Trusts #J-18808-Ljbffr TIAA
- ## Relationship Manager II - KaspickApplyremote type: Hybrid Flexlocations: Boston, MA - 100 Federal Street: Charlotte, NC, USA: Redwood City, CA, USAtime type: Full timeposted on: Posted Todaytime left to apply: End Date: June 17, 2026 (6 days left to apply)job requisition...SuggestedWork experience placement
$126k - $176k
...Relationship Manager II 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...SuggestedWork experience placementWork at office$70k - $75k
...Customer Success Manager II As a Customer Success Manager II, you will be responsible for driving the successful execution and optimization... ...is reached Collaborative spirit; enjoys building strong relationships and working together to achieve a common goal Adaptable;...SuggestedTemporary workSummer holidayWork at officeFlexible hoursCriteo
Boston, MA1 day ago$108.9k - $178.9k
Overview Job Title: Community Development Lending RM II Hiring Range: $108,896 - $178,901 The posted salary range reflects... ...included with this job posting for additional information. The Relationship Manager (RM) II is comfortable making solo sales calls and...SuggestedWork at office$37 - $44 per hour
Job Summary The Customer Care Manager II is responsible for managing homeowner service requests in the field and managing those requests... ...), as requested Establish and maintain positive customer relationships Responsible for the build quality confirmation of the home before...SuggestedHourly pay- ...care needs— supported by a Nurse, and Case Manager, Vitra ensures clients receive... ...Vitra Health is seeking a Community Liaison II who is passionate about community engagement... ...requirements Develop and maintain relationships with prospective clients through community...Work at officeLocal areaWeekend workAfternoon shift
$71.5k - $104k
Boston Medical Center is seeking an Epic Application Analyst II to align technology solutions with business strategies. Responsibilities include supporting customers in defining business processes, consulting on technical solutions, and documenting project plans. The ideal...Full time- We are hiring an Associate Client Development Manager in the Consumer Packaged Goods segment. The role is based in the U.S. and requires... ..., and close new business. Convert leads into profitable relationships. Create customized solutions with Schneider’s portfolio. Build...Full timeWork at office
$81k - $86.5k
...experience the most value possible along the way. As a Customer Success Manager (CSM) at Renaissance, you are a part of the teacher and... ...the state of Arizona. In this role as Customer Success Manager II, you will be responsible for: Independently manage a book of...For contractorsLocal areaRemote workWorldwideWork visaFlexible hoursRenaissance Services
Boston, MA3 days ago- ...leader in digital employee experience (DEX) management software. The company provides IT... ...Success Team are: (i) Customer Success Plan, (ii) Value Tracking and (ii) Executive... ...Trusted Advisor to the Customer: Build relationships with key leadership contacts within the...Work at officeImmediate startRemote workWorldwideFlexible hours
Nexthink
Boston, MA4 days ago $71.5k - $104k
Boston Medical Center Health System is seeking a Radiant Applications Analyst II to align technology solutions with business strategies. This full-time role involves identifying opportunities to enhance business processes through technology. Candidates should have a minimum...Full timeWork at office$79.56k - $115.72k
Mass General Brigham Incorporated is seeking an Account Manager II to join their hybrid team in Somerville, MA. This position focuses on building strong relationships and achieving sales goals through collaboration with the Sales team. The ideal candidate will have a Bachelor...$120k
...Account Executive II SmartBear delivers application integrity for modern tech stacks... ...deep test automation, API lifecycle management, and observability capabilities. With integrations... ...you will: Develop net new business relationships through inbound leads, outbound...Worldwide- TIAA is seeking a Relationship Manager II to advise clients on gift planning, investment, and program management issues. You will be responsible for delivering comprehensive services to your assigned clients and working closely with senior staff in nonprofit institutions...
- Nuveen is looking for a Relationship Manager II in Boston, MA, to advise clients on gift planning and investment issues. This role is critical for delivering comprehensive services and ensuring client satisfaction through effective engagement and problem resolution. The...
$78k - $90k
...Relationship Manager Flywire is seeking a motivated and strategically minded Relationship Manager (RM) to join our team and support our existing portfolio of education clients. As a trusted partner, the RM will work closely with client stakeholders to understand their...Full timeContract workLocal areaImmediate startVenturefizz Product Management Community
Boston, MA4 days ago$85k - $130k
...more than a form of ownership-it's our approach to business and relationships. We know that supporting your professional and personal goals... ..., families, and private business owners across investment management, private markets and alternatives, wealth planning, estate and...Work at officeLocal areaBrown Brothers Harriman
Boston, MA3 days ago- State Street is seeking a skilled professional for a Relationship Management role in Boston. This position emphasizes strengthening client relationships and ensuring high-quality service delivery. The ideal candidate will have extensive experience in financial services,...
- ...large, complex existing clients. Develops and maintains strong relationships with clients Builds client trust and loyalty by proactively... ...client needs and financial goals. Core Responsibilities Manages complex relationships with existing clients. Supports strategy...Work experience placement
Vanguard
Boston, MA7 days ago $180k - $220k
...Advisory Director Client Relationship Executive Grant Thornton is seeking an Advisory Director Client Relationship Executive within... ...solution strategy, pursuit leadership, and executive relationship management, this leader shapes how capabilities are packaged, positioned...Work at office$119k - $237.5k
...works independently and has excellent client communication & management. In this role you will have the opportunity to play a key role... ...issues in a timely and effective manner and works to ensure relationships are in a positive standing and delivering on promised timelines...Minimum wageWork at officeLocal areaRemote workFlexible hours3 days per week1 day per weekMarsh & McLennan
Boston, MA2 days ago- Senior Director, Client Executive Manager As a senior leader, you will shape and execute the North America intermediary distribution strategy, overseeing key relationships with wealth management firms, insurance companies, and broker‑dealers. You will define strategic priorities...Home officeFlexible hours
$80k - $140k
State Street is seeking a Relationship Manager, AVP in Boston. This role involves delivering exceptional client experiences, managing relationships, and supporting retention and growth opportunities. Candidates should have 3-5 years of experience in an institutional client...- ...Mid-Corp Relationship Manager Citibank, N.A. seeks a Mid-Corp Relationship Manager for its Boston, MA location. Duties include: calling on clients to deepen relationships and proactively own, respond to, uncover, and anticipate future needs, challenges, risks, and...
$79.56k - $115.72k
## Account Manager IIApplyremote type: Hybridlocations: Somerville-MAtime type: Full timeposted on: Posted Todayjob requisition id:... ...Job Summary**Pursues and achieves new sales by building strong relationships and exhibiting outstanding initiative. Works collaboratively with...Remote workShift workMass General Brigham Incorporated.
Somerville, MA3 days ago- ...America every year since 2007! Description : The Client Services Manager is responsible for generating sales, increasing revenue and profitability. This position establishes and develops client relationships as well as works with one or more recruiters to fulfill open...Work at officeRemote work
Dormont Manufacturing Company
Boston, MA4 days ago - ...Job SummaryPursues and achieves new sales by building strong relationships and exhibiting outstanding initiative. Works collaboratively... ...Agent [Massachusetts] preferredExperience3+ years of account management experience requiredKnowledge, Skills & AbilitiesStrong relationship...Remote work
Mass General Brigham Community Physicians, Inc.
Somerville, MA5 days ago - ...We are Looking for Client Service Manager - Fulltime - 100% Onsite Locations: Ashburn, MA White Plains, NY Long Island City, NY Frisco... ...Plan and work with Sales to deliver the overall Account Plan Relationship Management. Service Design – Own the accountability for...Full timeContract work
Hcltech
Boston, MA2 days ago $127k - $145k
...Client Manager Greenberg Traurig (GT), a global law firm with locations around the world in 15 countries, has an exciting employment... ..., as well as for team meetings, training opportunities, and relationship building. This role reports to the Director of Marketing....Hourly payFull timeTemporary workWork at officeFlexible hoursGreenberg Traurig
Boston, MA1 day ago$60 - $95 per hour
...accounting and a bachelor's degree in a related field. The position offers flexible PTO, paid parental leave, and an hourly rate of $60-$95. Ideal candidates are proficient in Microsoft Excel and have exceptional client management skills. #J-18808-Ljbffr CliftonLarsonAllen LLPHourly payInterim roleFlexible hours
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