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 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
#LI-KD2
Related Skills
Accountability, Analytical Skills, Client Service, Collaboration, Communication, Consultative Communication, Customer Engagement, Planned Giving, Relationship Management, Trusts
Anticipated Posting End Date:2026-07-01
Base Pay Range: $134,000/yr - $212,000/yr
Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
Benefits and Total RewardsThe organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary.
