Philanthropic Services Director
U.S. Bank
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.
Job Description
This position is responsible for leading all national philanthropic efforts for U.S. Bank. As the senior thought leader, acts as the face and voice of the bank in providing guidance and expertise in designing and implementing a wide variety of philanthropic strategies and is viewed as a national expert in the industry. Leads a team of Philanthropic Services professionals by providing guidance, direction and assistance across the Wealth Management and Securities Services and Consumer organizations. Philanthropic deliverables span individuals, families with private foundations, planned giving services and donor advised funds. Demonstrates passion and engagement for philanthropy, comfortable in national forums and speaking engagements, and in writing strategy papers and insights on private and public charitable issues and topics. Works with senior leaders to deliver a Charitable strategic plan that includes a disciplined sales process, national marketing programs and ongoing internal training that results in annualized double digit AUM growth. Defines Client Experience standards by segment and creates content to allow client experience standards to be fulfilled. Assists with the creation of charitable marketing and sales materials to be used by client facing professionals. Coordinates RFP process and deliverables for private foundations. Coordinates and trains Charitable Champions in each market on the Philanthropic Services business.
Basic Qualifications
- Bachelor’s degree, or equivalent work experience
- Eight or more years of philanthropic services experience
Preferred Skills/Experience
- Thorough knowledge of the charitable landscape and all laws pertaining to charitable strategies and tax planning options
- Ability to partner with colleagues to brand and deliver unique perspective on charitable solutions
- Demonstrated leadership and communication skills
- Ability to lead and facilitate collaborative partnerships across business lines
- Strong product and project management capabilities
- Well-developed analytical, decision-making and problem-solving skills
- Excellent writing, speaking, and presentation skills
- Considerable tact, diplomacy and people skills
- Seven or more years of management experience
- BA/MBA in finance, accounting, or other related field, or equivalent work experience
- 10 or more years of philanthropic services experience
If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.
Benefits:
Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):
Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short-term and long-term disability
Pregnancy disability and parental leave
401(k) and employer-funded retirement plan
Paid vacation (from two to five weeks depending on salary grade and tenure)
Up to 11 paid holiday opportunities
Adoption assistance
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
E-Verify
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.
U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
Posting may be closed earlier due to high volume of applicants.
