Job Description:
Philanthropic Client Managers (PCMs) are experts in the management of philanthropic investment management and trust accounts. They are responsible for providing operational support and executing our fiduciary duties in compliance with all laws, regulations, policies and procedures. Philanthropic Client Managers are also responsible for considering account the unique aspects of their clients circumstances in order to proactively provide advice and solutions to clients in nonprofit and private philanthropy accounts. Additionally PCMs have shared responsibility with the Senior/Institutional Sales Director (ISD), ICA, PCA and National Practice Experts (NPEs) for the management and growth of their relationships and shared responsibility with the Market Philanthropic Executives (MPEs) and Institutional Client Executive/Director (ICE/Ds), as appropriate, for delivering client service and overall client satisfaction for their largest and most valuable relationships.

The Charitable Gift Fund, Bank of America’s donor-advised fund, allows high net worth clients to receive immediate tax deductions for charitable contributions and to recommend grants to public charities over time. In 2025 the CGF took in almost $2B in charitable contributions from clients and facilitated approximately $1.3B in grants to approved charities.

The CGF has grown 20%+ per year (AUM) over the last five years, outpacing growth in the Donor-Advised Fund industry nationwide. With ongoing investment in technology and its team, the CGF is preparing for projected further growth. This is an opportunity to join a tight-knit team in a growing line of business and to make positive impacts for clients and their charities.

As a member of the Operations team, this individual will provide high quality research, problem-solving and communications, primarily for financial advisor teams. This position will report to and share responsibilities with the Operations Team Lead and work closely with peer team members, the CGF Service team, and the CGF's outside vendor partner.

Responsibilities include but are not limited to:

• Learning routines and developing knowledge to review and approve various transactions and documentation
• Supporting and overseeing teammates conducting account opening and closing, money movement, account maintenance, etc.
• Learning and ensuring compliance with regulatory and legal requirements for donor-advised fund policies and procedures
• Developing in-depth knowledge of IRS, industry and CGF-specific guidelines for donor-advised funds
• Alerting teammates and fiduciary manager re. any potential risk items and exposure
• Answering incoming calls, emails and voice messages to address detailed questions most frequently coming from internal financial advisor teams
• Following up promptly and thoroughly, carrying through to resolution and/or escalating for help as soon as needed
• Accurately handling and processing a significant volume of work under daily/weekly deadlines
• Meeting expectations in line with experience for productivity levels
• Helping with project-based work as needed
• Limited time off during year-end (due to giving season)

Desired Skills and Attributes:

• Able to work and adapt in a fast-paced, collaborative, team environment
• Able to listen actively and correctly identify issues/concerns
• Able to develop trust, rapport and respect with CGF team members, financial advisor teams and vendor partners
• Able to initiate proactive problem-solving approaches within the CGF risk profile
• Able to multi-task effectively and work independently (and with the team)
• Able to think critically, prioritize, make decisions, manage details and follow through 100% of the time
• Able to exercise good judgment leading towards resolutions or escalations
• Able to communicate clearly, professionally and efficiently on phone and via email with financial advisors for high-net-worth clients
• Able to use Microsoft Office and learn additional systems
• Able to work in-office in Boston minimum of 3 days per week
• Able to work extended hours/overtime, especially during year-end
• Customer service and financial services or non-profit/philanthropic experience preferred
• Able to understand and evaluate transaction documents and details
• Able to work with internal operations teams and vendor-partner team to resolve questions
• Able to understand and analyze legal documents
• Able to analyze and resolve complex issues
• Able to handle calls with internal partners, outside institutions, and outside counsel
• Able to review due diligence documentation re. charity and grant purpose eligibility
• Able to manage revocations for financial advisor access to CGF DAF portal

Desired Qualifications:

• Ability and inclination to learn and respond quickly, multi-task effectively
• Experience in philanthropy/philanthropic services, DAF specific is a plus and would add value
• Experience working in a Trust/Fiduciary setting and expertise in executing on the Fiduciary standard and related trust operational processing
• Experience with high-demand client services
• Ability to accurately and efficiently handle significant volumes of work
• Experience in financial services ideally in the Philanthropic space.

Skills:

• Analytical Thinking
• Business Acumen
• Client Management
• Collaboration
• Relationship Building
• Active Listening
• Business Case Review
• Business Development
• Client Experience Branding
• Issue Management
• Account Management
• Strategy Planning and Development

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

For internal employees; participation in a work from home posture does not make you ineligible to post.

Shift:

Hours Per Week: 

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