Full time
KeyBank
Cleveland, OH, USA
Location: 100 Public Square, Cleveland Ohio Job Summary: The Regional Philanthropic Consultant manages a nonprofit book of business focused on larger clients, delivering specialized philanthropic advice and solutions across regional markets. This role partners with Institutional Advisors (IAs) on new nonprofit acquisition and client expansion, and collaborates with Special Service Consultant to provide custodial, reporting, and other specialized services. The Consultant is responsible for administering and advising on complex gifting strategies while also managing less complex nonprofit relationships in partnership with Institutional Advisors. Essential Job Functions Manage and retain a portfolio of large nonprofit clients, providing tailored philanthropic advice and solutions. Expand client relationships through consultative engagement and proactive solutions. Oversee existing complex nonprofit servicing relationships, coordinating with Institutional Advisors...