Relationship Manager II - Kaspick

TIAA
📍 Charlotte, NC, United States 💼 Full-time 🕒 Posted June 23, 2026

Job 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 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 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 t...

Ready to Apply?

Submit your application today and join our talented team at TIAA.

Submit Application

Job Details

  • Location Charlotte, NC
  • Job Type Full-time
  • Category other-general
  • Posted Date June 23, 2026
  • Application Deadline June 29, 2026