Philanthropic Solutions Manager - JD, MBA

Regions Bank • Nashville, AL

1d • Onsite

About The Position

The Philanthropic Solutions Manager develops and executes Wealth strategy through nonprofit and charitable products serving affluent and high-net-worth individuals and institutional clients in Institutional Services and Private Wealth Management. This single-incumbent leadership position directs the Endowments and Foundations practice, promotes prudent revenue growth, develops client relationships, and manages a team of specialists. The role is based at Regions Center in Birmingham, Alabama, and is incentive eligible. It is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay.

Requirements

• Bachelor's degree.
• Twelve years of Trust experience, preferably in Endowments and Foundations.
• Ability to effectively lead and manage a team.
• Positive leadership and coaching skills and principles.
• Excellent verbal, written, and organizational skills.
• Proven ability to develop and maintain internal and external relationships.
• Proven ability to originate and execute sales strategies and techniques.
• Skill with applicable computer software, such as Microsoft Word and Excel, and Trust-related systems.
• Strong negotiation and interpersonal skills.
• Subject matter expertise in Endowments and Foundations.

Nice To Haves

• Juris Doctor (JD); the position is not authorized to practice law on behalf of Regions Bank.
• Master of Business Administration (MBA).
• Professional designations and/or certifications.
• Previous investment management or Endowments and Foundations experience.
• Management experience.

Responsibilities

• Lead the overall business strategy and execution for the Endowments and Foundations practice for Wealth Management, serving as a subject matter expert and partnering with leaders across the footprint on key initiatives.
• Oversee business development strategies and retention of existing client relationships within Institutional Services and Private Wealth, with a focus on prudent revenue growth.
• Build and reinforce partnerships within Wealth Management and other business lines to facilitate referrals and leads.
• Recommend strategic direction regarding product and market opportunity optimization.
• Ensure prudent risk management strategies are in place and business practices comply with internal and external policies, guidelines, and regulations.
• Network with prospective clients in Institutional Services and Private Wealth as a leader in the community.
• Market business solutions internally and externally, including administrative, fiduciary, and investment management services.
• Manage a team of specialists and coach team members in relationship development and client experience efforts.
• Recruit, hire, and develop the team; ensure appropriate staffing levels and succession planning.

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.
• Opportunity to participate in the Long Term Incentive Plan.
• Formulaic incentive plan with potential to earn incentives based on performance against defined metrics and goals.

What This Job Offers

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