Philanthropic Solutions Manager - JD, MBA

Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice.

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Job Description:

At Regions, the Philanthropic Solutions Manager develops and executes the overall Wealth strategy through the offering of nonprofit and charitable products that meet the needs of affluent and high net worth individuals and institutional clients within the Institutional Services and Private Wealth Management groups.

Primary Responsibilities

• Leads the overall business strategy and execution for the Endowments and Foundations practice for Wealth Management, serving as the subject matter expert and partnering with leaders across the footprint on key initiatives

• Oversees new business development strategies and retention of existing client relationships within Institutional Services and Private Wealth, maintaining a strong focus on prudent revenue growth

• Monitors and reinforces the building of strong partnerships within Wealth Management as well as other lines of businesses to facilitate the flow and generation of referrals and leads

• Recommends strategic direction regarding product and market opportunity optimization

• Ensures prudent risk management strategies are in place, and business practices comply with internal and external policies, guidelines, and regulations

• Serves as a leader in the community, networking with prospective clients in the Institutional Services and Private Wealth sectors

• Actively markets business solutions internally and externally, including administrative, fiduciary and investment management services

• Utilizes a high level of expertise to manage a team of specialists and coaches team members in all relationship development and client experience efforts

• Recruits, hires, and develops team, ensuring Regions is building the best team and ensuring proper staffing levels and diligent succession planning

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.

This is a single incumbent position.

Requirements

• Bachelor's degree

• Twelve (12) years of Trust experience preferably in Endowments and Foundations   

Preferences

• Juris Doctor (JD), however this position will not be authorized to practice law on behalf of Regions Bank
• Master of Business Administration (MBA)

• Professional designations and/or certifications

• Previous investment management or endowments and foundations experience

• Management experience

Skills and Competencies

• Ability to effectively lead and manage a team

• Demonstrates positive leadership/coaching skills and principles

• Excellent verbal, written, and organizational skills

• Proven ability to develop and maintain relationships internally and externally

• Proven ability to originate and execute sales strategies and techniques

• Skilled in applicable computer software, e.g., Microsoft Word, Microsoft Excel, etc. and Trust related systems

• Strong negotiation and interpersonal skills

• Subject matter expert in Endowments and Foundations

Position Type

Compensation Details

Pay 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:

Median:

Incentive Pay Plans:

Benefits Information

Regions 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 Details

Location:

Equal Opportunity Employer/including Disabled/Veterans

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.