Philanthropic Solutions Advisor

Regions Bank • St. Louis, MO

6d • $95,510 - $117,470

About The Position

At Regions, the Philanthropic Solutions 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 across a group of charitable and nonprofit accounts. The role oversees complex transactions and client relationships, develops business opportunities, evaluates client viability and risk, and provides exceptional service and advice. The Advisor also serves as a subject matter expert on charitable and nonprofit issues and may lead projects or supervise and mentor junior staff.

Requirements

• Bachelor’s degree and six years of Trust or related experience, preferably in Endowments, Foundations, or Charitable Giving; or a high school diploma or GED and ten years of Trust or related experience, preferably in those areas.
• Advanced analytical and problem-solving skills, including attention to detail.
• Ability to communicate advanced and complicated issues and topics to diverse groups.
• 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.

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 new business opportunities and participate in sales presentations.
• Determine the financial viability of client business and associated risks.
• Oversee service for client relationships, follow issues through resolution, meet deadlines, and anticipate strategic client needs, opportunities, and risks.
• Retain existing client relationships and focus on prudent revenue growth.
• Achieve assigned sales and retention goals.
• Understand clients’ 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, 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