Why you should apply for a job with Bank of America:
Bank of America is on Fairygodboss’ Best Finance Companies for Women of 2018.
- 56%
Reviewers say women are treated fairly and equally to men
- 73%
Reviewers say the CEO supports gender diversity
A competitive benefits and programs have earned us recognition by Working Mother magazine for more than 30 years,
Employee Financial Services offers U.S. employees financial education and special access to financial products, services and expertise.
Offers comprehensive domestic partner benefits to U.S. employees and incorporate sexual orientation into non-discrimination policies.
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Position summary
Job Description:
The Philanthropic Client manager will be the primary point of contact for clients owning quality of client service support, working closely with and providing leadership to supporting client service team, and will be responsible for the following:
- Professional delivery of client service and management of philanthropic accounts including compliance with all regulations, policies and procedures and managing fiduciary risk
- Conduct discovery to understand clients’ and partner needs to deliver appropriate solutions and advice to meet clients’ needs
- Successfully work with COIs and the professional community to develop a network of external referral partner
- Drive relationship expansion opportunities for existing clients with Philanthropic Sales and HNW sales
- Provide relationship management expertise and support Philanthropic sales and HNW sales in driving sales for new opportunities
- Collaborate with teammates to deliver our full array of integrated solutions to clients
- Promote the full breadth of our philanthropic services and solutions internally and externally to grow business, actively participating in the sales process as appropriate
- Escalate remediation issues to Philanthropic Fiduciary Manager (PFM) and participate in remediation activities as required
Requirements:
Minimum of 7 years directly related experience.
Significant knowledge of the nonprofit sector and the legal, tax, investment and compliance aspects of philanthropic administration
Work effectively in a team environment. Institutional/Nonprofit industry and sector expertise
Strong communication and influence/collaboration skills
Effectively provides advice to nonprofits and private philanthropy clients
Builds rapport with clients and internal partners that helps drive trusted relationships and client delight
Applies operational excellence
Proactively manages problems and issues
Ability to assess business risk and escalate identified issues to partners
Growth mindset
Bachelor’s degree required
Must be able to travel up to 25%
Shift:
1st shift (United States of America)
Hours Per Week:
40
What are Bank of America perks and benefits
Paid maternity
Paid paternity
Paid adoptive
About the company
At Bank of America, we’re creating real, meaningful relationships with individuals, businesses and communities to help them focus on what matters most. Every day, we connect with 57 million customers, using our skills and expertise to help make their lives better.
We are committed to attracting and retaining top talent around the world to ensure we continue to deliver ...
Why you should apply for a job with Bank of America:
Bank of America is on Fairygodboss’ Best Finance Companies for Women of 2018.
- 56%
Reviewers say women are treated fairly and equally to men
- 73%
Reviewers say the CEO supports gender diversity
A competitive benefits and programs have earned us recognition by Working Mother magazine for more than 30 years,
Employee Financial Services offers U.S. employees financial education and special access to financial products, services and expertise.
Offers comprehensive domestic partner benefits to U.S. employees and incorporate sexual orientation into non-discrimination policies.