Bank Of America Philanthropic Strategist 

United States, Indiana, Indianapolis 

459823533

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

High School Diploma / GED / Secondary School or equivalent

1st shift (United States of America)