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Chief Client Relationship Officer, Kaspick

The Chief Client Relationship Officer (CCRO) will serve as a strategic leader and trusted advisor in planned giving, leading TIAA Kaspick's client relationship management initiatives while advancing philanthropic impact across the nonprofit sector. The Chief Client Relationship Officer manages a team of approx. 15 relationship managers and technical consultants and is responsible for supporting clients to assess, grow and manage their Planned Giving program. The role involves setting the strategic vision for the relationship management team who are partnering with senior fundraising and finance executives at many of the largest nonprofits in the country, to provide detailed strategies on managing a planned giving program and consulting on opportunities to grow adoption through effective fundraising strategies.

Key Responsibilities and Duties

+ Provide executive oversight of client relationship strategies, ensuring delivery of best-in-class planned giving services while building and maintaining strong partnerships with nonprofit clients' senior leadership and key stakeholders

+ Collaborate with cross-functional teams to ensure seamless service delivery while driving professional development and growth opportunities for team members

+ Lead a team of relationship managers in delivering exceptional service and strategic guidance to clients, driving satisfaction and retention through proactive engagement and innovative solutions

+ Serve as a recognized voice and thought leader in the planned giving industry by representing TIAA Kaspick at major conferences, authoring articles and white papers, and participating in speaking engagements

+ Guide the development of new services and solutions to meet evolving client needs while partnering with internal teams to enhance gift administration, investment management, and reporting capabilities

+ Identify opportunities to leverage technology and data analytics to improve client outcomes and lead initiatives to promote planned giving education and donor engagement

+ Build and mentor a high-performing client relationship team, fostering a culture of excellence, innovation, and continuous improvement

+ Drive strategic initiatives that enhance operational efficiency and client service excellence across all business functions

+ Develop and implement best practices for client engagement and relationship management across the organization

+ Lead change management efforts and strategic planning processes to support business growth and market positioning

Educational Requirements

+ University (Degree) Preferred

Work Experience

+ 8+ Years Required; 10+ Years Preferred

Physical Requirements

+ Physical Requirements: Sedentary Work

Career Level

10PL

Required Qualifications:

+ 8+ Years Planned Giving Experience, specifically in Life Income Gifts

Preferred** **Qualifications:

+ University (Degree)

+ 10+ Years Planned Giving Experience, specifically in Life Income Gifts

TIAA Kaspick is focused on supporting nonprofits to achieve their mission and has more than 30 years of experience working with planned gift and endowment clients for some of the largest nonprofits in the country. Today, we manage $8.6 billion (as of March 31, 2025) and are recognized nationally for the quality of our services. www.kaspick.com

Anticipated Posting End Date:

2025-10-25

Base Pay Range: $225,000/yr - $300,000/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).

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Company Overview

Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us.

Our Culture of Impact

At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways—because when our people succeed, our impact on clients' lives grows stronger.

Benefits and Total Rewards

The 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 (https://www.tiaa.org/public/pdf/benefits-at-a-glance.pdf) .

Equal Opportunity

We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.

Our full EEO & Non-Discrimination statement is on our careers home page (https://careers.tiaa.org/) , and you can read more about your rights and view government notices here (https://www.dol.gov/general/topics/posters) .

Accessibility Support

TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.

If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:

Phone: (800) 842-2755

Email: [email protected]

Drug and Smoking Policy

TIAA maintains a drug-free and smoke/free workplace.

Privacy Notices

For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (https://www.tiaa.org/public/tiaa-nuveen-privacy) .

For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (https://www.tiaa.org/public/tiaa-nuveen-ca-privacy) .

For Applicants of TIAA Global Capabilities, click here (https://www.tiaa.org/public/support/privacy/tiaa-global-capabilities-privacy-notice) .

For Applicants of Nuveen residing in Europe and APAC, please click here (https://www.tiaa.org/public/nuveen-eu-uk-privacy) .

TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being.

Privacy Notices

+ For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (https://www.tiaa.org/public/tiaa-nuveen-privacy) .

+ For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (https://www.tiaa.org/public/tiaa-nuveen-ca-privacy) .

+ For Applicants of TIAA Global Capabilities, click here (https://www.tiaa.org/public/support/privacy/tiaa-global-capabilities-privacy-notice) .

+ For Applicants of Nuveen residing in Europe and APAC, please click here (https://www.tiaa.org/public/nuveen-eu-uk-privacy) .

Nondiscrimination & Equal Opportunity Employment

TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace.

EEO is the Law (https://assets.phenompeople.com/CareerConnectResources/TIAAGLOBAL/documents/22-088\_EEOC\_KnowYourRights-1688394514088.pdf)

Pay Transparency

Philadelphia Ban the Box (https://www.phila.gov/media/20210423160847/Fair-Chance-Hiring-law-poster.pdf)