About this role

Advises existing clients on a wide variety of gift planning, gift investment, and program management issues
Develops plans to increase client engagement and provide early warning of possible client dissatisfaction
Creates and presents high quality client educational content via whitepapers, newsletter articles, and in-person and virtual event sessions
Collaborates extensively and provides leadership to internal functional team members
Guides internal team to capably serve assigned book of clients including quick and effective problem resolution
Ensures delivery of high quality charitable gift plan consulting services to clients

5+ 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

Relationship Manager II

Key skills