Philanthropic Trust Advisor

1 week ago


Birmingham, Alabama, United States Regions Full time

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.

At Regions, the Philanthropic Solutions 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

  • Understands clients' objectives and identifies and provides alternatives to appropriate stakeholders to retain and grow relationships
  • Develops 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
  • Understands client financial goals and objectives and providing Regions based solutions and expertise
  • Participates in client facing sales presentations and generation of new business opportunities
  • 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

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 three (3) years of Trust or related experience, preferably in Endowments, Foundations, or Charitable Giving

Preferences

  • Advanced degree, e.g. Juris Doctorate (JD) or Master of Business Administration (MBA)

Skills and Competencies

  • Strong communicator to a diverse group on complicated issues and topics
  • Strong analytical and problem-solving skills including attention to detail
  • Strong oral, written, and organizational skills
  • Strong presentation and sales skills
  • Proven 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.

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:

$69,395.60 USD

50th Percentile:

$89,700.00 USD

Incentive Pay Plans:

This job is not incentive eligible.Location:Birmingham, Alabama

Bring Your Whole Self to Work

We have a passion for creating an inclusive environment that promotes and values diversity of race, color, national origin, religion, age, sexual orientation, gender identity, disability, veteran status, genetic information, sex, pregnancy, and many other primary and secondary dimensions that make each of us unique as individuals and provide valuable perspective that makes us a better company and employer. More importantly, we recognize that creating a workplace where everyone, regardless of background, can do their best work is the right thing to do.

OFCCP Disclosure: Equal Opportunity Employer/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.



  • Birmingham, Alabama, United States Regions Full time

    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,...


  • Birmingham, Alabama, United States Regions Bank Full time

    Description : At Regions, the Private Wealth Management Trust Advisor is responsible for the acquisition of Personal Trust, Estate, IRA and Investment Management client relationships. Responsibilities include prospecting, developing internal and external business networks for the purposes of generating new business opportunities, and participating in...


  • Birmingham, Alabama, United States Regions Full time

    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,...


  • Birmingham, Alabama, United States Kassouf & Co. Full time

    Firm Overview:An integral division of Kassouf & Co, Kassouf Wealth Advisors is headquartered in Birmingham, Alabama. With locations in Birmingham, Auburn, Orange Beach, and Baton Rouge, Kassouf currently has more than 100 team members.Kassouf Wealth Advisors understands that any goal is achieved based on the effectiveness of the team. That's why team...


  • Birmingham, Alabama, United States JLL Full time

    JLL supports the Whole You, personally and professionally. Our people at JLL are shaping the future of real estate for a better world by combining world class services, advisory and technology to our clients. We are committed to hiring the best, most talented people in our industry; and we support them through professional growth, flexibility, and...

  • Account Director

    2 weeks ago


    Birmingham, Alabama, United States Publicis Groupe Full time

    Company Description Digitas is the Networked Experience Agency, built on the vision that we create magnetic experiences that earn the right for brands to exist in human networks. Today, and tomorrow. We deliver Networked Experiences by leveraging comprehensive data, technology, creative, media and strategy capabilities. Digitas delivers ambitious outcomes...

  • Tax Manager

    2 weeks ago


    Birmingham, Alabama, United States Kassouf & Co. Full time

    Firm Overview:Founded in 1931, Kassouf is a CPA, advisory and financial planning firm headquartered in Birmingham, Alabama. With locations in Birmingham, Auburn, Orange Beach, and Baton Rouge,Kassouf currently has more than 100 team members.We understand that any goal is achieved based on the effectiveness of the team. That's why team development,...

  • Litigation Counsel

    2 weeks ago


    Birmingham, Alabama, United States Naphcare, Inc. Full time

    Overview:Litigation Counsel will be a trusted partner and key business advisor for litigation-related aspects of NaphCare's national legal strategy and functional initiatives for the Company. The successful candidate will possess significant litigation experience, including litigation management and strategy, preferably in the areas of medical malpractice,...


  • Birmingham, Alabama, United States Regions Full time

    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,...

  • social worker

    2 weeks ago


    Birmingham, Alabama, United States Army National Guard Units Full time

    (1) Supports the psychological health team in developing and executing an annual BH program strategy. Determines program priorities, gaps, and means to meet annual goals. Supports the development and annual review of written standard operating procedures governing the BH system of care. Responsible for psychological health promotion, implementation of BH...

  • social worker

    4 weeks ago


    Birmingham, Alabama, United States Army National Guard Units Full time

    (1) Supports the psychological health team in developing and executing an annual BH program strategy. Determines program priorities, gaps, and means to meet annual goals. Supports the development and annual review of written standard operating procedures governing the BH system of care. Responsible for psychological health promotion, implementation of BH...


  • Birmingham, Alabama, United States Healthcare Services Group Full time

    Overview Healthcare Services Group (HCSG) is now hiring a Regional Executive Chef in your area The Regional Executive Chef is the strategic partner, culinary and hospitality expert, and trusted advisor to the Division leadership teams. The position reports directly to the Senior Director of Operations and is an integral colleague responsible for...


  • Birmingham, Alabama, United States Regions Bank Full time

    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,...


  • Birmingham, Alabama, United States Regions Bank Full time

    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,...


  • Birmingham, Alabama, United States Robins and Morton Construction Full time

    Project Safety ManagerJob Code:2024-AL-018 Location:Birmingham, ALThe desire to pursue a career in construction may have been planted in your heart early, passed down from generations or seeded by an early fascination with the building process. There may have been the realization that construction aligns with your skills and interests. Or maybe it happened...


  • Birmingham, Alabama, United States Regions Full time

    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,...


  • Birmingham, Alabama, United States Regions Bank Full time

    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,...


  • Birmingham, Alabama, United States Southern Research Full time

    Chief Finance and Administrative OfficerGeneral SummaryThe Chief Finance & Administrative Officer (CFAO) is a key strategic partner and advisor to the Chief Executive Officer (CEO), Executive Leadership Team (ELT), and Board, leading the financial and administrative operations strategy. The CFAO oversees all financial matters, including financial planning,...


  • Birmingham, Alabama, United States Bureau of the Fiscal Service Full time

    Summary PLEASE NOTE: Based on the current hiring restrictions, selectees may be subject to additional approvals prior to an offer being extended. This position is located at Bureau of the Fiscal Service, Executive Director, Administrative Resource Center. As a Management and Program Analyst, you will analyze, evaluate and advise management on the...


  • Birmingham, United States Regions Bank Full time

    Description : At Regions, the Private Wealth Management Trust Advisor is responsible for the acquisition of Personal Trust, Estate, IRA and Investment Management client relationships. Responsibilities include prospecting, developing internal and external business networks for the purposes of generating new business opportunities, and participating in...

  • Service Advisor

    1 month ago


    Birmingham, United States Ed Voyles Automotive Group Full time

    Job DescriptionJob DescriptionVoyles CDJR of Birmingham is a leading automotive dealership committed to providing exceptional customer service and high-quality vehicle maintenance and repairs. We are looking for a dedicated and professional Service Advisor to join our team. If you are passionate about the automotive industry and excel in customer service, we...

  • Credit Advisor

    4 weeks ago


    Birmingham, United States Pinnacle Bank Full time

    At Pinnacle, our goal is to create an atmosphere where associates are fully engaged, enjoy what they're doing and are successful. We work to ensure that every associate embraces what makes Pinnacle different and excellent. For us, it starts with hiring the right people. We hire like-minded people who share our values of Integrity, Fairness, Learning,...

  • Operations Manager

    1 month ago


    Birmingham, United States Oppenheimer & Co. Inc. Full time

    Job DescriptionJob DescriptionWho We Are:Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading,...


  • Birmingham, United States Kassouf & Co. Full time

    Firm Overview:An integral division of Kassouf & Co, Kassouf Wealth Advisors is headquartered in Birmingham, Alabama. With locations in Birmingham, Auburn, Orange Beach, and Baton Rouge, Kassouf currently has more than 100 team members.Kassouf Wealth Advisors understands that any goal is achieved based on the effectiveness of the team. That’s why team...

  • Senior Tax Accountant

    1 month ago


    Birmingham, United States Kassouf & Co. Full time

    Firm Overview:Founded in 1931, Kassouf is a CPA, advisory and financial planning firm headquartered in Birmingham, Alabama. With locations in Birmingham, Auburn, Orange Beach, and Baton Rouge, Kassouf currently has more than 100 team members.We understand that any goal is achieved based on the effectiveness of the team. That’s why team development,...


  • Birmingham, United States Burr & Forman LLP Full time

    Burr & Forman LLP's Birmingham, AL office is seeking an attorney with 4+ years of labor and employment experience. This is an opportunity to join a top-tier labor and employment group housed inside a full-service firm. Burr & Forman's experienced legal team serves clients with local, national, and international legal needs. With particular industry strengths...

  • Retail Key Holder

    4 weeks ago


    BIRMINGHAM, United States KENDRA SCOTT Full time

    About Kendra Scott We are a fashion-lifestyle brand of big dreams, colorful confidence and inspired design. Founded on Family, Fashion and Philanthropy, we believe that our employees and customers are the heart and soul of our brand, and that giving back is the truest form of success. Fashion meets innovation in the design of our two state-of-the-art...


  • Birmingham, United States Abacus Technologies Full time

    The Business Intelligence team at Abacus Technologies exists to bring visibility and action to all aspects of business data. As the Business Intelligence Developer, you will work with the Business Intelligence Architects to build and maintain platforms that enable our mission. The primary ways you will accomplish this are to develop the front end and back...


  • Birmingham, United States Abacus Technologies Full time

    Job DescriptionJob DescriptionThe Business Intelligence team at Abacus Technologies exists to bring visibility and action to all aspects of business data. As the Business Intelligence Developer, you will work with the Business Intelligence Architects to build and maintain platforms that enable our mission. The primary ways you will accomplish this are to...


  • Birmingham, United States Abacus Technologies Full time

    Job DescriptionJob DescriptionThe Business Intelligence team at Abacus Technologies exists to bring visibility and action to all aspects of business data. As the Business Intelligence Developer, you will work with the Business Intelligence Architects to build and maintain platforms that enable our mission. The primary ways you will accomplish this are to...


  • Birmingham, United States Robins & Morton Full time

    The desire to pursue a career in construction may have been planted in your heart early, passed down from generations or seeded by an early fascination with the building process. There may have been the realization that construction aligns with your skills and interests. Or maybe it happened later, when you saw an opportunity to take your career in a new...


  • Birmingham, United States Robins & Morton Full time

    The desire to pursue a career in construction may have been planted in your heart early, passed down from generations or seeded by an early fascination with the building process. There may have been the realization that construction aligns with your skills and interests. Or maybe it happened later, when you saw an opportunity to take your career in a new...

  • Litigation Counsel

    1 month ago


    Birmingham, United States NaphCare Full time

    Overview Litigation Counsel will be a trusted partner and key business advisor for litigation-related aspects of NaphCare's national legal strategy and functional initiatives for the Company. The successful candidate will possess significant litigation experience, including litigation management and strategy, preferably in the areas of medical malpractice,...


  • Birmingham, United States TalentWorld Full time

    Talentworld is currently seeking a Senior Customer Success Manager for our client in Miami, FL. Our client is well-funded by international private equity. We have a market opportunity that is rare in its scale, recession resilient and powered by a strong business model with an impressive leadership team. Trusted by a growing community of healthcare...


  • Birmingham, United States TalentWorld Full time

    Talentworld is currently seeking a Senior Customer Success Manager for our client in Miami, FL. Our client is well-funded by international private equity. We have a market opportunity that is rare in its scale, recession resilient and powered by a strong business model with an impressive leadership team. Trusted by a growing community of healthcare...

  • IT Technician II

    1 month ago


    Birmingham, United States Abacus Technologies Full time

    Job DescriptionJob DescriptionThe Managed Services Technician II position is ideal for someone who has a passion for providing high quality support, enjoys communicating with customers and is driven by solving technical problems. You will make an immediate impact by diagnosing, troubleshooting and resolving technical issues. If you are a critical thinker,...

  • Account Director

    2 weeks ago


    Birmingham, Michigan, United States Publicis Groupe Full time

    Publicis Groupe Account Director Birmingham , Michigan Apply Now Digitas is the Networked Experience Agency, built on the vision that we create magnetic experiences that earn the right for brands to exist in human networks. Today, and tomorrow. We deliver Networked Experiences by leveraging comprehensive data, technology, creative, media and strategy...


  • Birmingham, United States PeopleSuite Talent Solutions Full time

    Job DescriptionJob DescriptionScope of PositionThe Director of Financial Planning & Analysis plays an ownership role in financial planning, management reporting, and overall analysis efforts across the company, including consolidating plans and forecasts as well as synthesizing prepared data to deliver outlooks and insights. Provides senior and executive...

  • Senior Accountant

    1 month ago


    Birmingham, United States GVW Group Full time

    Description Position at GVW Group, LLC Senior Accountant Key Responsibilities: Responsible for the daily execution of financial and accounting functions (including Accounts Payable, Accounts Receivable and Cash) Reconcile accounts monthly to ensure accurate reporting and ledger maintenance Prepare and analyze financial statements for discrepancies and...