Philanthropic Strategist

Philanthropic StrategistIndianapolis, Indiana;Washington, District of Columbia; Boston, MassachusettsJob Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!Job Description:The Philanthropic Strategist (PS) will drive sales growth in the institutional and private philanthropy. The PS is a subject matter expert and a resource to drive relationship deepening and retention by bringing their specific area of expertise and specialization to the relationship. The PS delivers in-depth guidance, strategic advice and tailored solutions in their area of expertise. The PS contributes to the development of value propositions, best practices and thought leadership for their respective areas of specialization, as well being an educator to colleagues across the markets.Responsibilities:

Help drive and support sales and business development activities in growing the foundation and endowment investment management business

Deliver pre- and post-sale customized consulting and advisory services to philanthropic prospects and relationships for both the Private Bank and Merrill channels

Assist with the development of philanthropic consulting/advisory tools and deliverables including building tailored resources for specific donor demographics, charitable sub-sectors, and emerging trends

Serve as key practitioner and content creator for philanthropy, including best practice development and delivery

Source and deliver presentations at national, regional and market level conferences, seminars and other venues

Assist with vetting opportunities, the ongoing discovery process and review/preparation of presentations to clients and prospects as a recognized subject matter expert and resource

Key Qualifications:

Experience and credibility as a consulting and sales practitioner

Deep understanding of philanthropic sectors and trends

Strong consultative and advisory skills with ability to conceptualize and position ideas and solutions

Comprehensive knowledge of Bank of America enterprise capabilities

External visibility through active involvement in role-related networking and affiliate opportunities

Effective listening to demonstrate understanding, and ability to communicate with presence, clarity and conviction to influence thinking

Excellent ability to work in team environment, both within the Private Bank and Merrill and across the Bank of America franchise

Strong leadership skills

Projects executive presence to clients, employees, and colleagues

Skills:

Analytical Thinking

Client Experience Branding

Collaboration

Consulting

Strategy Planning and Development

Active Listening

Business Acumen

Business Case Review

Client Management

Relationship Building

Business Development

Policies, Procedures, and Guidelines Management

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalentShift:1st shift (United States of America)Hours Per Week:40Bank 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 (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf) .To view the "EEO is the Law" Supplement, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCPEEOSupplementFinalJRFQA508c.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 .