Bank of the West Princ WMG Philanthropy Advisor in Denver, Colorado
Princ WMG Philanthropy Advisor
At Bank of the West, our people are having a positive impact on the world. We’re investing where we feel we can make the most impact, like advancing diversity and women entrepreneurship programs, financing for more small businesses, and promoting programs for sustainable energy. From our locations across the U.S., Bank of the West is taking action to help protect the planet, improve people’s lives, and strengthen communities. We are part of BNP Paribas, a global leader supporting the UN Sustainable Development Goals (SDGs). Yes, we’re a bank, but as the bank for a changing world, we are continually seeking to improve the ways we help our customers, while contributing to more sustainable and equitable growth.
Job Description Summary
Lead the Bank's philanthropy offering for Key Client Group (KCG). Develop and execute philanthropic strategies, sales plans and other techniques including technology and service delivery to achieve both Bank's business goals and enhance client experience for KCG. Advise clients to select the right philanthropic vehicles and assist in risk management. Play an important role in influencing leadership in topics such as identify new KCG products, industry trend or risk mitigation efforts. Develop and maintain growing network of internal/external relationships across industry to acquire new clients or deepen relationships.
Essential Job Functions
Lead the development of KCG's Philanthropy strategy, offering, technology and service delivery to achieve business goals and enhance the client experience.
Develop clients' philanthropic mission to drive their gifting or reinvigorate philanthropic interest and help define their philanthropic goals and strategy, for their lifetime and as a legacy.
Engage clients' children in their philanthropic endeavors, to empower the rising generation and generate new ideas.
Advice clients to select the right philanthropic vehicles considering their risk, control and tax preferences, and help them understand the impact investing can have in their philanthropic strategy.
Communicate to an external audience the BOTW/BNPP focus on impact and sustainability including current and prospective impact strategies the firm employs.
Execute clients' philanthropic strategy, managing philanthropic vehicles, organizing their philanthropic calendars, monitoring performance and reporting on impact.
Create and facilitate client events on relevant philanthropic topics.
Provide thought leadership by authoring white papers and by being considered a sought-after key-note speaker.
Collaborate with the Head of KCGA Wealth Planning Services to coordinate all aspects of the client experience.
Partner with direct team(s) to achieve business results and customer experience goals. Lead direct sales and client responsibilities. Oversees team's financial results. Participates in and drives the development of goals and strategies.
Lead and influence to achieve the objectives of the team. Monitor business results/metrics and adapt sales strategies and tactics. Develop and oversee the execution of account and sales plans. Manage risk/return and drive quality for new and/or existing clients. Actively identify and may be responsible for higher and/or broader levels of risk management. Mitigate different types of risk, such as regulatory, reputational, operational, credit and human capital risks. Serve as an escalation point for risk management topics, coordinates problem solving and may have exception authority.
Manage effective network of senior internal and external relationships, such as community or industry relationships, to actively acquire new clients and/or expand existing clients and enhance the client experience. Network within the industry and may serve in a leadership role in the community, industry, or market. Leads the team to bring the full range of KCG products and services to the client. Assist other team members in developing their network.
Develop team members while monitoring progress against goals. May support the development of other managers. Identify high-potentials and create winning teams. Motivate and develop staff, including acquiring and retaining top talent and managing performance-based issues. Effectively plan, organize, direct, analyze, and evaluate staff and processes. Connects strategy to day-to-day activities and updates the team on a regular basis
- Bachelor's Degree
Licenses & Certifications
- Series License-7
- 12 yrs Requires highest knowledge and mastery of multiple job areas typically obtained through advanced education combined with experience. Viewed as the leading expert and/or resource within the field by peers within and outside the organization.Typically requires a University Degree or equivalent experience and minimum 12 years of prior relevant experience.
- Ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation.
Equal Employment Opportunity Policy
Bank of the West is an Equal Opportunity employer and proud to provide equal employment opportunity to all job seekers without regard to any status protected by applicable law. Bank of the West is also an Affirmative Action employer - Minority / Female / Disabled / Veteran.
Bank of the West will consider for employment qualified applicants with criminal histories pursuant to the San Francisco Fair Chance Ordinance subject to the requirements of all state and federal laws and regulations.
Job: Advisory Services
Location: United States-Colorado-Denver
Other Locations: United States
Requisition ID: 057853