Philanthropic Solutions Advisor
Core
Advise individuals, families, and institutions to achieve their charitable mission by acquiring clients, retaining relationships, and generating revenue for charitable and non-profit accounts.
Role type
Senior IC Philanthropic Solutions Advisor
Builds
Client relationships and revenue streams for charitable and non-profit clients
Domain
Banking / Wealth Management / Non-profit sector
Deliverable
client delivery
Required skills
Sales ability, relationship management, financial analysis, problem-solving, presentation skills, knowledge of charitable giving and endowments
Preferred skills
Juris Doctor (JD), Master of Business Administration (MBA), advanced degree
Technologies
Microsoft Office (Excel, Word, PowerPoint, Outlook)
Responsibilities
Understand client objectives and provide alternatives to retain and grow relationships; Develop internal and external relationships with centers-of-influence; Prospect and develop business networks; Determine financial viability and risks of client business; Oversee and provide exceptional service for client relationships; Retain existing client relationships and maintain focus on prudent revenue growth; Achieve assigned sales and retention goals; Understand client financial goals and provide Regions-based solutions; Participate in client-facing sales presentations; Serve as subject matter expert on charitable and non-profit issues; Keep abreast of the charitable and non-profit industry; Develop knowledge of Regions' products and Corporate Banking/Wealth businesses.
Seniority
Mid-Senior level, hands-on IC