Philanthropic Solutions Advisor
Core
Advises 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 Philanthropic Solutions Advisor (Sales & Relationship Management)
Builds
Client relationships and revenue streams for charitable and non-profit accounts
Domain
Banking / Wealth Management / Philanthropy
Deliverable
client delivery
Required skills
Client acquisition, relationship management, sales techniques, financial viability analysis, strategic planning, business development, mentoring
Preferred skills
Juris Doctor (JD), Master of Business Administration (MBA), advanced degree
Technologies
Microsoft Office (Excel, Word, PowerPoint, Outlook)
Responsibilities
Administer complex transactions and client relationships, prospect and develop business networks, determine financial viability and risks, oversee client service and resolve issues, achieve sales and retention goals, lead client pre-call planning and sales presentations, serve as subject matter expert on charitable issues, supervise junior staff
Seniority
Senior, hands-on IC with leadership potential