Relationship Manager II
Job in
California, Moniteau County, Missouri, 65018, USA
Listed on 2026-07-13
Listing for:
Jobtailor
Full Time
position Listed on 2026-07-13
Job specializations:
-
Business
Event Manager / Planner, Client Relationship Manager
Job Description & How to Apply Below
- 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 warning of possible client dissatisfaction
- Creates and presents high quality client educational content
- Collaborates extensively and provides leadership to internal functional team members
- 5+ years of Charitable Gift Planning experience
- 7+ years in Charitable Gift Planning or a related field preferred
- Strong written and verbal internal communications
- Experience in content creation and public speaking
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