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About the Role

Philanthropic Client Managers (PCMs) are experts in managing endowment and foundation investment management and trust accounts. They provide operational support, execute fiduciary duties, and offer proactive advice and solutions to clients in nonprofit and private philanthropy accounts. PCMs collaborate with internal teams to manage and grow relationships, ensuring client satisfaction.

Responsibilities

Expertise in fiduciary and trust administration and ability to lead the delivery of philanthropic solutions products and solutions
Understand and apply policy in reviewing and approving client transactions (money movement, maintenance, onboarding, etc.)
Partner and coordinate with teammates in relationship management and fulfilment activities, including account opening and closing, money movement, account maintenance, etc.
Deliver the branded client experience through proactive client engagement, thought leadership and thorough consideration & resolution of client issues
Understand fiduciary duties, identify potential risks and exercise appropriate judgement, engage Fiduciary Specialists as needed
Ensure compliance with regulatory and legal requirements and application of Private Bank policies
Ability to deeply understand governing agreements and manage within Private Bank policy and servicing norms
Partner well with internal advisor teams, being responsive, accurate to inbound inquiries, client issues, and escalations
Prompt follow up on client & partner issues with timely, complete resolution and education, process improvement, where needed.
Deliver client value through ongoing discovery of client needs and delivering the enterprise
Lead the timely review and completion of fiduciary risk activities and metrics ahead of monthly deadlines
Available to serve and support clients through seasonal business cycles by client type (ex. Lead heavier grantmaking activity during Q4)
Ability to lead, triage, prioritize and manage significant workloads in a team environment

Requirements

Able to work and adapt in a fast-paced, collaborative, team environment
Able to listen actively and correctly identify issues/concerns
Able to develop trust, rapport and respect with team members, advisor teams and partners
Able to initiate proactive problem-solving approaches within the Private Bank risk profile
Able to multi-task effectively and work independently (and with the team)
Able to think critically, prioritize, make decisions, manage details and follow through 100% of the time
Able to exercise good judgment leading towards resolutions or escalations
Able to communicate clearly, professionally and efficiently on phone and via email with financial advisors for high-net-worth clients
Able to use Microsoft Office and learn additional systems
Able to work in-office minimum of 4 days per week
Able to work extended hours/overtime, especially during year-end
Customer service and financial services or nonprofit/endowment and foundation experience preferred
Able to work with internal operations teams to resolve questions
Able to understand and analyze legal documents
Able to analyze and resolve complex issues
Able to handle calls with internal partners, outside institutions, and outside counsel
Ability and inclination to learn and respond quickly, multi-task effectively
Experience in philanthropy/philanthropic services is a plus and would add value
Experience working in a Trust/Fiduciary setting and expertise in executing on the Fiduciary standard and related trust operational processing
Experience with high-demand client services
Ability to accurately and efficiently handle significant volumes of work
Experience in financial services, ideally in the endowments and foundations space

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

Location

US - NY - New York - ONE BRYANT PARK - BANK OF AMERICA TOWER (NY1100)

Work Type

In-office
Full-time

Education Level

High School Diploma / GED / Secondary School or equivalent

Salary/Compensations

$90,800.00 - $158,600.00 annualized salary

Benefits

Industry-leading benefits
Access to paid time off
Resources and support

About the Company

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.
We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success.
We value the unique perspectives individuals bring from all backgrounds and career paths.
Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development.
Institutional Investments & Philanthropic Solutions (II&PS), part of Bank of America Private Bank, provides customized investment management, philanthropic administration and strategic consulting services to nonprofit organizations, foundations and charitable families.
With approximately $100 billion in nonprofit and private foundation client assets, II&PS combines deep sector expertise with institutional investment capabilities to support organizations at every stage of their growth and evolution.