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.
Primary Responsibilities- 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 the purposes of generating new business opportunities, and participating 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.
Requirements- 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
Preferences- 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
Skills and Competencies- 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 TypeFull time
Compensation DetailsPay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.
The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.
Job Range Target:Minimum:$95,510.25 USD
Median:$117,470.00 USD
Incentive Pay Plans:This job is not incentive eligible.Opportunity to participate in the Long Term Incentive Plan.
Benefits InformationRegions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.
- Paid Vacation/Sick Time
- 401K with Company Match
- Medical, Dental and Vision Benefits
- Disability Benefits
- Health Savings Account
- Flexible Spending Account
- Life Insurance
- Parental Leave
- Employee Assistance Program
- Associate Volunteer Program
Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions' benefits, please click or copy the link below to your browser.
https://www.regions.com/about-regions/welcome-portal/benefits
Location DetailsMusic Row
Location:Nashville, Tennessee
Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.
