Philanthropic Solutions Advisor

About the Role

At Regions, the Philanthropic Solutions (PS) Advisor advises individuals, families, and institutions to achieve their charitable mission. The PS Advisor acquires clients, retains and develops relationships, and associated revenue for a group of accounts for charitable and non-profit clients.

Responsibilities

• Administers and oversees the most complex transactions and client relationships, demonstrating a thorough understanding of client objectives, and identifies and provides alternatives to appropriate stakeholders.
• Maintains and strengthens internal and external relationships with existing and new centers-of-influence (COIs).
• Prospects and develops internal and external business networks for the purposes of generating new business opportunities and participating in sales presentations.
• Determines the financial viability and associated risks of client business.
• Oversees and provides exceptional service for client relationships, including following issues through to resolution, meeting deadlines, and anticipating strategic client needs, including future opportunities and risks.
• Retains existing client relationships and maintains a focus on prudent revenue growth.
• Achieves assigned sales and retention goals.
• Demonstrates knowledge of effective sales techniques through understanding client financial goals and objectives and proactively providing Regions-based solutions and expertise.
• Leads client pre-call planning meetings and participates in sales presentations.
• Serves as a subject matter expert on charitable and non-profit community issues, opportunities, trends, and may collaborate on white papers.
• Keeps abreast of the charitable and non-profit industry, which may include local involvement in organizations.
• Develops knowledge and understanding of Regions’ products and services in addition to a general understanding of Corporate Banking and Wealth businesses.
• Performs duties in compliance with policies and procedures, all applicable external regulations, and in accordance with Regions' capacity as outlined in governing documents.
• Consistently generates new business opportunities.
• May lead projects and/or supervise junior-level staff, serving as a leader or mentor.

Requirements

• Bachelor's degree with six (6) years of Trust or related experience, preferably in Endowments, Foundations, or Charitable Giving.
• Or High School Diploma or GED and ten (10) years of Trust or related experience, preferably in Endowments, Foundations, or Charitable Giving.

Preferences

• Juris Doctor (JD), however, this position will not be authorized to practice law on behalf of Regions Bank.
• Master of Business Administration (MBA).
• Advanced degree.

Skills

• Advanced analytical and problem-solving skills, including attention to detail.
• Advanced communication skills to a diverse group on complicated issues and topics.
• Advanced presentation and sales skills.
• Advanced oral, written, and organizational skills.
• Advanced sales ability and knowledge of effective sales techniques.
• Proficient in Microsoft Office (Excel, Word, PowerPoint, Outlook, etc.).

Position Details

This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay. This position is incentive eligible and may be filled at a higher level depending on the candidate’s qualifications and relevant experience.

Pay

The target pay range for this position is:

• Minimum: $95,510.25 USD
• Median: $117,470.00 USD

Pay ranges are job-specific and provided as a point-of-market reference for compensation decisions. Other factors impacting pay include experience, skills, knowledge, contribution, job location, and performance.

Benefits

• Paid Vacation/Sick Time
• 401K with Company Match
• Medical, Dental, and Vision Benefits
• Disability Benefits
• Health Savings Account
• Flexible Spending Account
• Life Insurance
• Parental Leave
• Employee Assistance Program
• Associate Volunteer Program

Benefits and plans may be changed, amended, or terminated at any time.

Location

Music Row, Nashville, Tennessee