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Philanthropic Client Manager- East Hartford, CT

Bank of America
East Hartford, CT
  • Job Code
Company Bank of America

Job Title Philanthropic Client Manager- East Hartford, CT

Jobid bankofamerica-17064416EastHartfordCT

Location: East Hartford, CT, 06138, USA

Description **Job Description:**

Philanthropic Client Managers (PCMs) are experts in the management 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. Philanthropic Client Managers are also responsible for considering the unique aspects of their client’s circumstances in order to proactively provide advice and solutions to clients in nonprofit and private philanthropy accounts. Additionally PCMs have shared responsibility with the Senior/Institutional Sales Director (ISD), ICA, PCA and National Practice Experts (NPEs) for the management and growth of their relationships and shared responsibility with the Philanthropic Market Executives (PMEs) and Institutional Client Executive/Director (ICE/D), as appropriate, for delivering client service and overall client satisfaction for their largest and most valuable relationships.

+ Primary point of contact for clients owning quality of client service support, working closely with and providing leadership to supporting client service team (Mkt PA, PA, NPEs, etc.)

+ 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 partners

+ Drive relationship expansion opportunities for existing clients with Sr/ISDs, ICAs and PCAs

+ Provide relationship management expertise and support ISDs/PCAs 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

**Key Skills & Competencies**

+ Work effectively in a team environment

+ Institutional and/or private philanthropy industry and sector expertise

+ Strong communication and influence/collaboration skills

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

+ 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

**Desired Qualifications**

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

+ Demonstrated ability in relationship management and fiduciary administration

+ Client service quality ownership orientation

+ Proven team leadership capabilities and desire

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

**Posting Date** : 12/01/2017

**Location** :

Greenwich, CT, Plaza 55, 55 Railroad Ave,

Stamford, CT, 225 High Ridge Rd (CT2212),

East Hartford, CT, 99 Founders PLZ (CT2547),

- United States

**Travel** : Yes, 10% 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.


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Philanthropic Client Manager- East Hartford, CT

Bank of America
East Hartford, CT

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Bank of America
East Hartford, CT

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