• Job Description

  Req#: 24033946

  Job 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:
  Philanthropic Client Managers (PCMs) are experts in the management of philanthropic investment management and trust accounts. They are responsible for providing client 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.

  Desired Requirements:

  • Minimum of 7 years directly related experience.
  • Significant knowledge of the nonprofit sector and the legal, tax, investment and compliance aspects of philanthropic administration
  • Work effectively in a team environment. Institutional/Nonprofit industry and sector expertise
  • Strong communication and influence/collaboration skills
  • Effectively provides advice to nonprofits and private philanthropy clients
  • Builds rapport with clients and internal partners that helps drive trusted relationships and client delight
  • Applies operational excellence
  • Proactively manages problems and issues
  • Ability to assess business risk and escalate identified issues to partners
  • Growth mindset
  • Bachelor’s degree

  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

  Shift:

  1st shift (United States of America)

  Hours Per Week:

  40

• About the company

  Bank of America is one of the world's largest financial institutions, serving individuals, small- and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services.

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