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. 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.
+ Guides internal te...

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