Philanthropic Fiduciary Specialist

Bank of America•East Hartford, NY

1d•Onsite

About The Position

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! This job is responsible for the oversight of fiduciary administration for their assigned markets. Key responsibilities include developing fiduciary best practices, proactively identifying and managing areas of fiduciary risk, monitoring fiduciary metrics, conducting key business approvals, and coaching client teams. Job expectations include being the primary escalation point for account administration issues that arise in their markets, assisting in the creation and execution of action plans to resolve issues, and working closely with control partners, as well as Philanthropic Executives.

Requirements

Advisory
Analytical Thinking
Policies, Procedures, and Guidelines
Problem Solving
Relationship Building
Business Acumen
Continuous Improvement
Controls Management
Issue Management
Written Communications
Client Management
Project Management
Strategy Planning and Development

Responsibilities

Provides business approvals (discretionary, new business, etc.)
Identifies issues in specific accounts and any related trends across the business
Ensures fiduciary metrics are compliant
Coaches and trains
Develops fiduciary best practices
Engages in Philanthropic and BANA governance routines