1+ months

Philanthropic Client Manager

Chicago, IL 60664
**Job Description:**

**Summary of Position**

Philanthropic Client Managers (PCMs) are experts in the management of a diverse portfolio of philanthropic investment management and trust accounts. They are responsible for providing client support and executing our fiduciary duties in compliance with all laws, regulations, policies and procedures. PCMs are also accountable for considering the unique aspects of their clients circumstances in order to proactively provide strategic advice and solutions for nonprofit and private philanthropy accounts. Additionally PCMs have shared responsibility with the Senior/Institutional Sales Director (ISDs), Institutional Client Advisors (ICAs), Private Client Advisors (PCAs), and National Practice Experts (NPEs) for the management and growth of their relationships. The role will also be responsible for delivering a Bank of America Private Bank branded client service experience, as well as enhancing overall client satisfaction for our largest and most valuable relationships.

**Major Responsibilities:**

+ Primary point of contact for clients owning qualityof client service support, workingclosely with and providing leadership to supporting client service team

+ Professional delivery of client service and management of philanthropic accounts including compliance with all regulations, policies and procedures,managing fiduciary risk and ongoing discoveryto understand clients needs to deliverappropriate solutions and advice to meet clients needs.

+ Successfully work with Centers of Influence (COIs) and the professional community to develop a network of external referral partners

+ Drive relationship expansion opportunitiesfor existing clients anddrive new business in area of expertise and specialization, in partnership with sales colleagues.

+ 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

+ Escalateremediation issues to Philanthropic Fiduciary Manager (PFM) and participate in remediation activities as required

+ Collaborate on thought leadership and best practice development, sharing their area of expertise and specialization

+ Deliver presentations at regional and market level conferences, seminars and other venues

+ Provide subject matter expertise and assistance in vetting opportunities, the ongoing discovery process and review/preparation of presentation to families, boards and committees

**Key Skills & Competencies**

+ Institutional nonprofit and/or private philanthropy industry and sector expertise

+ Strong communication and influence/collaboration skills

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

+ Strong consultative and advisory skills with ability to conceptualize andposition ideas and solutions

+ Effectively provides advice to nonprofits and private philanthropy clients

+ Comprehensive knowledge of enterprise capabilities and ability to work in team environment, bothwithin the Bank of America Private Bank andacross theBank of Americafranchise

+ External visibility through active involvement in role related networkingandaffiliated opportunities

+ Strong interpersonal skills with the ability to build rapport with clients and internal partners that helps drive trusted relationships and client delight

+ Proactively manages problems and issues, assess business risk and escalate identified issues to partners

+ Growth mindset

**Desired Qualifications:**

+ 7+ years of successful experience in managing philanthropic relationships with nonprofit and/or high net worth clients (or direct philanthropic and/or nonprofit experience)

+ Demonstrated ability in relationship management and fiduciary responsibilities

+ Client service quality ownership orientation

+ Proven team leadership capabilities and desire

+ Ability to partner and collaborate internally navigating across the enterprise to enable full support of client needs

+ Depth of knowledge in specific area of philanthropic specialization

**Posting Date** : 04/30/2019

**Location** :

Chicago, IL, 135 S LA SALLE ST (IL4135),

- United States

**Travel** : Yes, 25% of the time

**Full / Part-time** : Full time

**Hours Per Week** : 40

**Shift** : 1st shift

**Assistance for Applicants with Disabilities**

Bank of America is committed to ensuring that our online application process provides an equal employment opportunity to all job seekers, including individuals with disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to submit an application, please visit the Applicants with Disabilities page at http://careers.bankofamerica.com/us/applicants-with-disabilities .

**Diversity & Inclusion**

At Bank of America, our commitment to diversity and inclusion is helping us to create not only a great place to work, but also an environment where our employees, our customers and our communities around the world can reach their goals and connect with each other. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

**Frequently Asked Questions**

Need to know how to apply online, view a list of your submitted job applications or reset your password? Visit our FAQ at http://careers.bankofamerica.com/us/faq section for answers to these questions and more.


  • Banking / Finance
Posted: 2019-05-02 Expires: 2019-08-29

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Philanthropic Client Manager

Bank of America
Chicago, IL 60664

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