- TIAA (Redwood City, CA)
- The Senior Planned Giving Technical Consultant job provides expert advice to the department's management and staff regarding legal, tax, and regulatory ... and investment of client trusts, gift annuities, and other planned giving arrangements. The job consults with...serve as trustees. + Manages the maintenance of the Technical Consulting reference library by conducting research of various… more
- TIAA (Redwood City, CA)
- …Officer (CCRO) will serve as a strategic leader and trusted advisor in planned giving , leading TIAA Kaspick's client relationship management initiatives while ... manages a team of approx. 15 relationship managers and technical consultants and is responsible for supporting clients to...for supporting clients to assess, grow and manage their Planned Giving program. The role involves setting… more