Philanthropic Solutions Manager - JD, MBA

Regions • Atlanta, GA

2d • $186,448 - $257,920 • Onsite

About The Position

At Regions, the Philanthropic Solutions Manager develops and executes the overall Wealth strategy by offering nonprofit and charitable products that meet the needs of affluent and high-net-worth individuals and institutional clients within Institutional Services and Private Wealth Management. The manager leads the Endowments and Foundations practice for Wealth Management, oversees business development and client retention, and promotes prudent revenue growth. The role also manages a team of specialists, develops client and referral relationships, markets administrative, fiduciary, and investment management services, and ensures risk management and compliance with applicable policies and regulations. This is a single-incumbent, full-time position based in Birmingham, Alabama. It is exempt from FLSA timekeeping requirements and is not eligible for overtime pay. The position is incentive eligible.

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.
• Ability to develop and maintain internal and external relationships.
• 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 new 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 lines of business to facilitate referrals and leads.
• Recommend strategic direction regarding product and market opportunity optimization.
• Ensure prudent risk management strategies and compliance with internal and external policies, guidelines, and regulations.
• Serve as a community leader and network with prospective clients in the Institutional Services and Private Wealth sectors.
• 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 and diligent 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.
• Formulaic incentive plan with potential incentives based on performance against defined metrics and goals.
• Opportunity to participate in the Long Term Incentive Plan.

What This Job Offers

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