Philanthropic Trust Advisor - JD

Overview

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Job Description:

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.

• 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 generating new business opportunities, and participates 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

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.

• 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

• 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

• Advanced analytical and problem-solving skills including attention to detail
• Advanced communicator 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.)

This position may be filled at a higher level depending on the candidate’s qualifications and relevant experience.

• Position Type:
  Full time

Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly…