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9 дней назад

Philanthropic Solutions Advisor

71 228 - 95 095$
Формат работы
onsite
Тип работы
fulltime
Грейд
middle
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
Philanthropic Solutions Advisor (Charitable Giving/Trust): Advising individuals, families, institutions, and nonprofit clients on charitable missions while acquiring, retaining, and growing client relationships with an accent on charitable and nonprofit expertise, financial viability, and relationship development. Focus on generating new business, evaluating client risks, delivering strategic relationship service, and presenting Regions-based financial solutions.

Location: Mobile, Alabama, United States; RSA Battle House Tower

Salary: $71,228.77 minimum to $95,095.00 median USD annually

Company

hirify.global provides banking, wealth, corporate banking, and philanthropic solutions.

What you will do

  • Advise individuals, families, institutions, charitable organizations, and nonprofit clients on achieving their charitable missions.
  • Acquire, retain, and develop client relationships and associated revenue.
  • Understand client objectives, identify suitable alternatives, and provide Regions-based products, services, and expertise.
  • Develop internal and external relationships and business networks, generate new opportunities, and participate in client-facing sales presentations.
  • Assess the financial viability and risks of client businesses while anticipating strategic needs, opportunities, and risks.
  • Serve as a subject matter expert on charitable and nonprofit issues, trends, and opportunities, including possible collaboration on white papers and local industry involvement.

Requirements

  • Bachelor’s degree and three years of Trust or related experience, preferably in Endowments, Foundations, or Charitable Giving; or a high school diploma/GED and seven years of Trust or related experience, preferably in Endowments, Foundations, or Charitable Giving.
  • Proficiency in Microsoft Office, including Excel, Word, PowerPoint, and Outlook.
  • Proven sales ability and knowledge of effective sales techniques.
  • Strong analytical and problem-solving skills with attention to detail.
  • Strong communication skills with diverse groups on complicated issues and topics.
  • Strong oral, written, organizational, presentation, and sales skills.
  • Ability to perform duties in compliance with policies, procedures, applicable regulations, and governing documents.

Nice to have

  • Juris Doctor degree; the position does not authorize practicing law on behalf of hirify.global.
  • Master of Business Administration.
  • Advanced degree.

Culture & Benefits

  • Full-time, benefits-eligible employment with paid vacation and sick time.
  • 401(k) with company match, medical, dental, vision, disability, life insurance, health savings account, and flexible spending account.
  • Parental leave and an employee assistance program.
  • Associate volunteer program.
  • Position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay.

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