Relationship Manager II: Gift Planning & Client Strategy
Jobtailor
Jobtailor is seeking an experienced charitable gift planning professional to advise a diverse client base on gift planning, investment, and program management. You will deliver high-quality services to an assigned book of clients and collaborate with cross-functional teams. Responsibilities include increasing client engagement, presenting educational content, and developing proactive plans to prevent dissatisfaction, while maintaining clear internal communications. #J-18808-Ljbffr Jobtailor
- 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...Suggested
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$224.8k - $336.4k
...creativity. Director, Client Partnerships (Sales) -... ...driving the global strategy, structure, and performance... ...a global team of managers and client partners, scaling... ...and multi‑year growth plans Develop and execute... ...and established relationships with senior level, decision...SuggestedRemote work$200k - $240k
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...important work benefits our clients and partners as much as it does... ...orchestrate complex customer relationships by leveraging WWT's High... ...architects, services, and partner managers) to qualify, advance, and... ...leaders to drive joint account plans, co‑selling motions, and joint...SuggestedFull time$82.1k - $172.5k
...to create and implement a relationship strategy for assigned clients and prospects. This position... ...(e.g. loans, treasury management, capital markets) based on... ...Develop and implement business plan to achieve financial goals... ...Relationship Manager II Total Base Pay Range 82,10...Work experience placementWork at officeLocal area- Spring & Bond seeks a seasoned media strategist to lead portfolio level media strategy across multiple brands, acting as senior client partner and driving cross‑channel activation. The role emphasizes collaboration with Strategy, BI, and Ad Ops to deliver measurable business...
- ...America Los Angeles is seeking a Senior Case Manager II to mentor the case management team and ensure services meet client needs. The role blends administrative duties with... ...You will assess client needs, develop service plans, coordinate referrals, conduct follow-ups, and...
- Own complex enterprise client relationships end to end across wealth management and insurance Drive client satisfaction, retention, delivery confidence, commercial... ..., and operating rhythms Build joint client success plans and scorecards tied to measurable outcomes Quantify...Contract workShift work
- The Marina del Rey Tourism Board is looking for a Client Services Manager to coordinate marketing, support group sales, and enhance visitor experiences. This role includes managing events and ensuring a professional environment for clients and partners. The ideal candidate...
$80k - $100k
...Description The Total Rewards Client Manager is responsible for assisting... .... The Role Build strategic relationships with clients and carrier... ...accounts. Manage client project plans and lead client calls.... ...Develop and deliver communication strategies for clients. Responsible for...Temporary workLocal areaVisa sponsorshipWork visaFlexible hours- ...California, USA. Responsibilities include exposure analysis, servicing business insurance accounts, and direct communication with clients. The role requires a high school diploma and a preference for an associate or bachelor's degree. The position offers generous time...
$71k - $135k
...join our team as a Premier Relationship Manager. As a Premier Relationship Manager... ...new and existing Premier clients. Working collaboratively... ...Responsibilities Develop and execute strategies to proactively drive client... ...centric strategic marketing plans and generate new business...- Develop and strengthen relationships with CPG sales organizations... ...create go-to-market strategies for business growth... ...strategies for promotional planning and execution... ...conversion and delivery Manage resolution of cross-functional client issues Develop growth...
$110k - $120k
...posted on behalf of the following client: They are a leading lifestyle... ...a strategic, hands‑on CRM Manager to join their marketing team.... ...Marketing, you’ll lead the planning, execution, and optimization... ...audience segmentation and targeting strategy in partnership with Data &...Seasonal workWork at office- SGPA Architecture and Planning in San Francisco is seeking a Project Manager to lead projects from early concept through final closeout, ensuring design... ...seamless delivery. You will guide teams, manage client relationships, and uphold SGPA’s standards in quality and...
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## Wealth Relationship Manager SAFE ACT - La CanadaApplylocations: La Canada... ...segment with financial planning and excellent discovery and... ...complex financial needs of the client and offer solutions through... ...and financial planning strategies preferred.* Must be a self-...Full timeWork at office$200k - $300k
Senior Client Relationship Director Location: US-CA-Remote CA Position Type:... ...sales activity and relationship management with clients and prospects... ...distribution and service strategy within the Western Region with... ...-annual incentive or sales plans.) #LI-AM1 #LI-REMOTE Disclosure...Full timeRemote work$110k - $140k
...vacation 401(k) retirement plan Training & development opportunities... ...our core values: Teamwork, Relationship, Authenticity, and Commitment... ..., building trust with clients, communicating openly, and taking... ...& Commercial Relationship Manager II independently manages a diverse...Full timeWork at officeLocal areaHome officeLong distanceFlexible hoursNight shift$101.8k - $119.8k
...hospitality-driven growth strategy across the Business Management/Family Office practice,... ...positioning differentiated client experience as a... ...communication expectations, and relationship routines. Partner with department... ..., tools, and action plans. Highly detail-oriented...Contract workWork at officeLocal areaFlexible hours$80k - $85k
Referral Relationship Manager - Veterinary Medicine The Referral Relationship Manager... ...while also owning the planning and execution of referring DVM and client engagement events and the management... ...referral outreach and engagement strategies aligned to hospital performance...Local areaAfternoon shift$25 per hour
Serve as a Client Account Lead responsible for the commercial health... ...) for a number of existing relationships, representing approx. $25 to... ..., preferably in client management roles with commercial accountability... ...Prospecting Conversion Strategies Soft Skills Leadership...Work at office- A professional services firm is seeking a motivated Tax Manager passionate about public accounting and tax services. This role involves advising clients on tax implications, managing engagements, and supervising staff. Candidates should have a Bachelor's in Accounting,...
$165k - $185k
...strategic role offers the opportunity to manage high-value client relationships, lead customer service initiatives,... ...Implement customized account strategies that align with both client and company... ...with enterprise resource planning systems and customer management platforms...Full timeContract workTemporary workInterim roleWork at officeImmediate start- ## Account Manager II, Commercial LinesSolicitarremote type: Hybrid Workinglocations: Ventura... ...insurance solutions that put our clients in control. Our growing team of professionals... ...critically analyzes and compares insurance plans to determine suitability.* Coordinates...Contract workWork at officeLocal area
$175k - $190k
...services help transform our clients’ F&A ecosystems. We... ...to Report, Financial Planning & Analysis, and Tax &... .... Service Line Sales Manager - F&A Cognizant’s IOA... ...strengthening go-to-market strategies, building and managing... .... C-Level Client Relationship Building - Build...Temporary workHome office- ...Job Overview The Cosmetics Client Development Manager leads with passion and purpose... ...strong, trust‑based client relationships while driving sustainable... ...and annual sales metrics. Plan and execute business‑... ...customer find the perfect gift, streamlining operations in...Full timeWork experience placementSeasonal workFlexible hoursAfternoon shift
- ...department is seeking a detail-oriented Post-Production Planning Coordinator to support day-to-day scheduling... ...Picture Department’s Color, Edit, VFX, QC, and Client Services teams across TV and Mastering projects. You’ll manage bookings, coordinate with clients and staff,...
$308k
The Enterprise Client Director is responsible for obtaining new... ...candidates will build relationships and identify Workiva products... ...update customer relationship management tools Forecast Sales:... ...through pipeline assessment Plan Sales Strategy: Strategically plan and execute...Work at officeRemote work- ...professional to lead ASC 740 tax provisions for diverse clients in the United States. The role emphasizes... ..., state, and local teams. You will manage multiple engagements, mentor staff, and deliver comprehensive tax planning, compliance, and advisory services with a focus...Local area
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