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Philanthropic Strategist

Dallas, Texas;

Job Description:

Philanthropic Strategist

Bank of America Private Bank is a leading private wealth management organization providing vast resources and customized solutions to help meet clients' wealth structuring, investment management, banking and credit needs. The Private Bank is part of the Global Wealth and Investment Management unit of Bank of America, N.A., which is a global leader in wealth management, private banking and retail brokerage employing more than 4,100 professionals and maintains 135 offices in 33 states. The Private Bank’s Philanthropic Solutions division supports $126.9 billion in philanthropic client assets with 200+ professionals in more than 20 locations nationally. The Private Bank was named 2020 Best Private Bank for Philanthropy Services (Globally) by Professional Wealth Management, a Financial Times trade publication.

Job Description

The Philanthropic Strategist supports foundation and endowment sales growth in partnership with the Private Bank, Merrill and Philanthropic Solutions colleagues. The Philanthropic Strategist is a subject matter expert and resource to drive relationship deepening and retention for nonprofit clients and prospects through custom consulting and advisory services. Areas of expertise include board governance and dynamics, strategic visioning, fundraising and revenue diversification, and high-impact grantmaking. The Philanthropic Strategist assists with the development of value propositions, best practices and thought leadership, as well as serving as a key educator to colleagues across the markets.

Major responsibilities include:

  • Help drive and support sales and business development activities in growing the foundation and endowment investment management business
  • Deliver pre- and post-sale customized consulting and advisory services to philanthropic prospects and relationships for both the Private Bank and Merrill channels
  • Assist with the development of philanthropic consulting/advisory tools and deliverables including  building tailored resources for specific donor demographics, charitable sub-sectors, and emerging trends
  • Serve as key practitioner and content creator for philanthropy, including best practice development and delivery
  • Source and deliver presentations at national, regional and market level conferences, seminars and other venues
  • Assist with vetting opportunities, the ongoing discovery process and review/preparation of presentations to clients and prospects as a recognized subject matter expert and resource

The Candidate

The ideal candidate will possess the following key skills and competencies:

  • Experience and credibility as a consulting and sales practitioner
  • Deep understanding of philanthropic sectors and trends
  • Strong consultative and advisory skills with ability to conceptualize and position ideas and solutions
  • Comprehensive knowledge of Bank of America enterprise capabilities
  • External visibility through active involvement in role-related networking and affiliate opportunities
  • Effective listening to demonstrate understanding, and ability to communicate with presence, clarity and conviction to influence thinking
  • Excellent ability to work in team environment, both within the Private Bank and Merrill and across the Bank of America franchise
  • Strong leadership skills
  • Projects executive presence to clients, employees, and colleagues

Required Qualifications

  • 10+ years of successful experience with philanthropic sales, consulting and/or relationship management
  • Depth of knowledge in consulting or management for grantmaking and operating charity clients
  • Bachelor’s degree required, advanced degree strongly preferred
  • Industry designations, such and the Chartered Advisor in Philanthropy (CAP), preferred

Job Band:

H4

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0

Job Description:

Philanthropic Strategist

Bank of America Private Bank is a leading private wealth management organization providing vast resources and customized solutions to help meet clients' wealth structuring, investment management, banking and credit needs. The Private Bank is part of the Global Wealth and Investment Management unit of Bank of America, N.A., which is a global leader in wealth management, private banking and retail brokerage employing more than 4,100 professionals and maintains 135 offices in 33 states. The Private Bank’s Philanthropic Solutions division supports $126.9 billion in philanthropic client assets with 200+ professionals in more than 20 locations nationally. The Private Bank was named 2020 Best Private Bank for Philanthropy Services (Globally) by Professional Wealth Management, a Financial Times trade publication.

Job Description

The Philanthropic Strategist supports foundation and endowment sales growth in partnership with the Private Bank, Merrill and Philanthropic Solutions colleagues. The Philanthropic Strategist is a subject matter expert and resource to drive relationship deepening and retention for nonprofit clients and prospects through custom consulting and advisory services. Areas of expertise include board governance and dynamics, strategic visioning, fundraising and revenue diversification, and high-impact grantmaking. The Philanthropic Strategist assists with the development of value propositions, best practices and thought leadership, as well as serving as a key educator to colleagues across the markets.

Major responsibilities include:

  • Help drive and support sales and business development activities in growing the foundation and endowment investment management business
  • Deliver pre- and post-sale customized consulting and advisory services to philanthropic prospects and relationships for both the Private Bank and Merrill channels
  • Assist with the development of philanthropic consulting/advisory tools and deliverables including  building tailored resources for specific donor demographics, charitable sub-sectors, and emerging trends
  • Serve as key practitioner and content creator for philanthropy, including best practice development and delivery
  • Source and deliver presentations at national, regional and market level conferences, seminars and other venues
  • Assist with vetting opportunities, the ongoing discovery process and review/preparation of presentations to clients and prospects as a recognized subject matter expert and resource

The Candidate

The ideal candidate will possess the following key skills and competencies:

  • Experience and credibility as a consulting and sales practitioner
  • Deep understanding of philanthropic sectors and trends
  • Strong consultative and advisory skills with ability to conceptualize and position ideas and solutions
  • Comprehensive knowledge of Bank of America enterprise capabilities
  • External visibility through active involvement in role-related networking and affiliate opportunities
  • Effective listening to demonstrate understanding, and ability to communicate with presence, clarity and conviction to influence thinking
  • Excellent ability to work in team environment, both within the Private Bank and Merrill and across the Bank of America franchise
  • Strong leadership skills
  • Projects executive presence to clients, employees, and colleagues

Required Qualifications

  • 10+ years of successful experience with philanthropic sales, consulting and/or relationship management
  • Depth of knowledge in consulting or management for grantmaking and operating charity clients
  • Bachelor’s degree required, advanced degree strongly preferred
  • Industry designations, such and the Chartered Advisor in Philanthropy (CAP), preferred

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-21064894

Band: H4

Manages People: No

Travel: Yes, 25% of the time

Manager:

Talent Acquisition Contact:

Pamela Craven

Referral Bonus:

0