Philanthropic Solutions Advisor

Regions • Clayton, MO

5d • $95,510 - $117,470

About The Position

At Regions, the Philanthropic Solutions (PS) Advisor advises individuals, families, and institutions to help them achieve their charitable missions. The advisor acquires clients, retains and develops relationships, and grows associated revenue for a group of charitable and nonprofit accounts. The role oversees complex transactions and client relationships, develops business opportunities, provides exceptional client service, and supports prudent revenue growth. The position may also lead projects or supervise and mentor junior-level staff. It is full time and exempt from timekeeping requirements under the Fair Labor Standards Act, so it is not eligible for overtime pay.

The position is based in Clayton, Missouri. Regions describes its benefits package as flexible and comprehensive, with benefits subject to change. The posting lists paid vacation and sick time, a 401(k) with company match, medical, dental and vision benefits, disability benefits, a health savings account, a flexible spending account, life insurance, parental leave, an employee assistance program, and an associate volunteer program.

Requirements

• Bachelor's degree and six years of Trust or related experience; experience in Endowments, Foundations, or Charitable Giving is preferred.
• Alternatively, a high school diploma or GED and ten years of Trust or related experience; experience in Endowments, Foundations, or Charitable Giving is preferred.
• Advanced analytical and problem-solving skills, including attention to detail.
• Advanced communication skills for addressing diverse groups on complicated issues and topics.
• Advanced presentation and sales skills.
• Advanced oral, written, and organizational skills.
• Advanced sales ability and knowledge of effective sales techniques.
• Proficiency in Microsoft Office, including Excel, Word, PowerPoint, and Outlook.

Nice To Haves

• Juris Doctor (JD); this position is not authorized to practice law on behalf of Regions Bank.
• Master of Business Administration (MBA).
• Advanced degree.
• Experience in Endowments, Foundations, or Charitable Giving.

Responsibilities

• Administer and oversee complex transactions and client relationships, understand client objectives, and identify and provide alternatives to appropriate stakeholders.
• Maintain and strengthen internal and external relationships with existing and new centers of influence.
• Prospect and develop internal and external business networks to generate business opportunities and participate in sales presentations.
• Determine the financial viability and associated risks of client business.
• Oversee client relationships and provide exceptional service, following issues through to resolution, meeting deadlines, and anticipating strategic client needs, opportunities, and risks.
• Retain existing client relationships and maintain a focus on prudent revenue growth.
• Achieve assigned sales and retention goals.
• Use effective sales techniques to understand client financial goals and objectives and proactively provide Regions-based solutions and expertise.
• Lead client pre-call planning meetings and participate in sales presentations.
• Serve as a subject matter expert on charitable and nonprofit community issues, opportunities, and trends; may collaborate on white papers.
• Keep abreast of the charitable and nonprofit industry, which may include local involvement in organizations.
• Develop knowledge of Regions’ products and services and a general understanding of Corporate Banking and Wealth businesses.
• Perform duties in compliance with policies and procedures, applicable external regulations, and Regions’ capacity as outlined in governing documents.
• Consistently generate new business opportunities.
• May lead projects and/or supervise junior-level staff, serving as a leader or mentor.

Benefits

• Paid vacation and sick time
• 401(k) with company match
• Medical, dental, and vision benefits
• Disability benefits
• Health Savings Account
• Flexible Spending Account
• Life insurance
• Parental leave
• Employee Assistance Program
• Associate Volunteer Program

What This Job Offers

• Job Type: Full-time
• Career Level: Senior