Philanthropic Strategist

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

Job Description:
The Philanthropic Strategist (PS) will drive sales growth in the institutional and private philanthropy. The PS is a subject matter expert and a resource to drive relationship deepening and retention by bringing their specific area of expertise and specialization to the relationship. The PS delivers in-depth guidance, strategic advice and tailored solutions in their area of expertise. The PS contributes to the development of value propositions, best practices and thought leadership for their respective areas of specialization, as well being an educator to colleagues across the markets.

Responsibilities:

• 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

Key Qualifications:

• 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

Skills:

• Analytical Thinking
• Client Experience Branding
• Collaboration
• Consulting
• Strategy Planning and Development
• Active Listening
• Business Acumen
• Business Case Review
• Client Management
• Relationship Building
• Business Development
• Policies, Procedures, and Guidelines Management

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Shift:

Hours Per Week: