Philanthropic Client Manager
: Job Details :

Philanthropic Client ManagerEast Hartford, Connecticut;Providence, Rhode Island; Boston, Massachusetts**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 administrationWork effectively in a team environment. Institutional/Nonprofit industry and sector expertiseStrong communication and influence/collaboration skillsEffectively provides advice to nonprofits and private philanthropy clientsBuilds rapport with clients and internal partners that helps drive trusted relationships and client delightApplies operational excellenceProactively manages problems and issuesAbility to assess business risk and escalate identified issues to partnersGrowth mindsetBachelor's degree requiredMust be able to travel up to 25%**Job Band:**H4**Shift:**1st shift (United States of America)**Hours Per Week:**40**Weekly Schedule:****Referral Bonus Amount:**0**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 administrationWork effectively in a team environment. Institutional/Nonprofit industry and sector expertiseStrong communication and influence/collaboration skillsEffectively provides advice to nonprofits and private philanthropy clientsBuilds rapport with clients and internal partners that helps drive trusted relationships and client delightApplies operational excellenceProactively manages problems and issuesAbility to assess business risk and escalate identified issues to partnersGrowth mindsetBachelor's degree requiredMust be able to travel up to 25%**Shift:**1st shift (United States of America)**Hours Per Week:**40Learn more about this roleFull timeJR-22015283Band: H4Manages People: NoTravel: Yes, 25% of the timeManager:Talent Acquisition Contact:Teresa PerryReferral Bonus:0Connecticut pay and benefits information**Connecticut pay range:**$85,000 - $125,800annualized salary, offers to be determined based on experience, education and skill set.**Discretionary incentive eligible**This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.**Benefits**This role is currently benefits eligible . We provide industry-leading benefits, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.To view the EEO is the Law poster, CLICK HERE (ol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf) .To view the EEO is the Law Supplement, CLICK HERE (ol.gov/ofccp/regs/compliance/posters/pdf/OFCCP\_EEO\_Supplement\_Final\_JRF\_QA\_508c.pdf) .Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.To view Bank of America's Drug-free workplace and alcohol policy, CLICK HERE .