Philanthropic Client Manager- NJ

Job Description:

The Philanthropic Client manager will be the primary point of contact for clients owning quality of client service support, working closely with and providing leadership to supporting client service team, and will be responsible for  the following:

• Professional delivery of client service and management of philanthropic accounts including compliance with all regulations, policies and procedures and managing fiduciary risk
• Conduct discovery to understand clients’ and partner needs to deliver appropriate solutions and advice to meet clients’ needs
• Successfully work with COIs and the professional community to develop a network of external referral partner
• Drive relationship expansion opportunities for existing clients with Philanthropic Sales and HNW sales
• Provide relationship management expertise and support Philanthropic sales and HNW sales in driving sales for new opportunities
• Collaborate with teammates to deliver our full array of integrated solutions to clients
• Promote the full breadth of our philanthropic services and solutions internally and externally to grow business, actively participating in the sales process as appropriate
• Escalate remediation issues to Philanthropic Fiduciary Manager (PFM) and participate in remediation activities as required

Requirements:

Minimum of 7 years directly related experience.

Significant knowledge of the nonprofit sector and the legal, tax, investment and compliance aspects of philanthropic administration

Work effectively in a team environment.  Institutional/Nonprofit industry and sector expertise
Strong communication and influence/collaboration skills
Effectively provides advice to nonprofits and private philanthropy clients
Builds rapport with clients and internal partners that helps drive trusted relationships and client delight
Applies operational excellence
Proactively manages problems and issues
Ability to assess business risk and escalate identified issues to partners
Growth mindset

Bachelor’s degree required 

Must be able to travel up to 25%                

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