Bank of America Private Bank is a leading private wealth management organization providing vast resources and customized solutions to help meet clients' wealth structuring, investment management, banking and credit needs. Clients are served by teams of experienced advisors offering a range of financial products and services, including investment management, financial and succession planning, philanthropic and specialty asset management, family office services, custom credit solutions, financial administration and family trust stewardship.
Bank of America Private Bank is part of the Global Wealth and Investment Management unit of Bank of America, N.A., which is a global leader in wealth management, private banking and retail brokerage.
The Philanthropic Solutions group within Bank of America Private Bank delivers expertise and comprehensive services to help our clients build and sustain their missions. We lead the industry in serving both institutions and individuals by seamlessly integrating philanthropy into their broader financial relationships. Our Philanthropic Solutions group is positioned nationally in 26 locations and represented locally by more than 190 seasoned professionals. We serve thousands of nonprofit clients across the United States by providing advice on industry-wide best practices and devising highly customized, mission-focused solutions.
The Philanthropic Market Executive (PME) is the market leader accountable for driving philanthropic growth and productivity in the Northeast regions. The PME is the face of philanthropy in the market for UST and ML focused on growing the market through four key areas of responsibility: working with sales (Sr ISDs, ISDs, ICAs, PCAs and FAs) to grow new relationships and deepen existing ones, ensure delivery of exceptional client service, driving market-level philanthropic engagement strategies across various lines of business, and driving a culture and strategy of growth and client engagement across all roles in Philanthropic Solutions. The position can be based in Boston, New York City, Hopewell NJ, East Hartford CT, or in a Private Bank office located within the region.
Major responsibilities include:
The ideal candidate will possess the following key skills & competencies