Attorney in Tampa, FL

In-House

Tampa, FL

Attorney in Tampa, FL

Non-practicing Attorney

Min 10 yrs required

No

Job Title: Philanthropic Solutions Area Manager

Job Responsibilities:
The Philanthropic Solutions Area Manager at the company plays a crucial role in leading a team of professionals dedicated to serving the nonprofit community's administrative, investment, and risk-mitigation needs. The primary responsibilities of this role include:

- Leading a team of specialists within the Philanthropic Solutions vertical, utilizing a high level of expertise.
- Acting as a subject matter expert in Philanthropic Solutions for all of Wealth Management, collaborating across the footprint for key initiatives.
- Serving as a community leader, networking with prospective clients.
- Actively marketing business solutions both internally and externally, which encompasses administrative, fiduciary, and investment management services.
- Engaging in new business development strategies and retaining existing client relationships, with a strong focus on prudent revenue growth.
- Assigning accounts and ensuring that relationships are managed according to policies and procedures to meet satisfactory audits and service standards.
- Acting as a resource to answer questions, review documents, and negotiate fees.
- Developing and coaching team members in all relationship development and client experience efforts.
- Maintaining strong relationships with bank partners and other centers of influence.
- Possibly managing account relationships.
- Recruiting, hiring, developing, coaching, and managing the team, ensuring the company builds the best team through proper staffing levels and diligent succession planning.
- Ensuring prudent risk management strategies are in place, and business practices comply with internal and external policies, guidelines, and regulations.

Education and Experience Information:
- A Bachelor's degree is required.
- A minimum of ten (10) years of Trust experience, preferably in Philanthropic Solutions, is required.

Preferences include:
- A Master’s in Business Administration (MBA).
- A Doctor of Jurisprudence (JD).
- Professional designations and/or certifications.
- Previous experience in Investment Management or Philanthropic Solutions.
- Management experience.
- Experience with Charitable Trusts.

Skills and Competencies:
- Ability to effectively lead and manage a team.
- Demonstrates positive leadership and coaching skills and principles.
- Proven ability to develop and maintain relationships internally and externally.
- Proven and effective sales techniques.
- Proficiency in applicable computer software, such as Microsoft Word and Microsoft Excel.
- Strong verbal, written communication, and organizational skills.
- Strong work ethic and self-motivation.
- Subject matter expertise in Philanthropic Solutions.

Salary Information:
- The compensation for this position is influenced by various factors, including experience, skills, knowledge, contribution, job location, and performance in the job role.
- The job range target for the Metropolitan Statistical Area Market Range where the position is located is as follows:
- Minimum: $140, USD
- Median: $182, USD

- This role is eligible to participate in a formulaic incentive plan. Employees have the potential to earn incentives based on performance against defined metrics and goals. There is also an opportunity to participate in the Long Term Incentive Plan.

Benefits Information:
The company offers a flexible and comprehensive benefits package, recognizing that "one size does not fit all" for benefits-eligible associates. The benefits include:

- 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 that benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time.

Equal Opportunity Employer/including Disabled/Veterans:
The company is an equal opportunity employer and considers qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, disability, or veteran status.