What are the responsibilities and job description for the National Director, Philanthropy position at mtb?
Make a Meaningful Impact We are seeking a visionary and strategic National Director of Philanthropy to lead the development and execution of our firm's philanthropic advisory strategy. This senior leadership role will serve as the firm's subject matter expert in charitable planning, helping clients align their wealth with their values through innovative philanthropic solutions and personalized giving strategies. Working closely with Wealth Advisors, Wealth Strategists, Trust professionals, and external partners, you will shape and enhance the firm's philanthropic capabilities while delivering thought leadership, scalable planning resources, and exceptional client experiences. Primary Responsibilities: Develop and execute against the firm’s national philanthropic advisory strategy Being a program champion for an outsourced DAF and potentially other charitable products such as foundation administration Build scalable philanthropic planning processes, tools, educational resources and client experiences Enhance partnership with Trust Administration to drive increase Charitable Trust Be the philanthropic subject matter expert and thought leader Have deep knowledge of charitable planning techniques, tax-efficient giving strategies, best practices in family philanthropic governance Be a resource for wealth strategists and the field Identify emerging trends in philanthropy, charitable tax planning and family giving Create articles, presentations, and educational content Promote the firm’s philanthropic capabilities through presentations, conferences and events. Opportunity to build a small team after establishing capabilities needs – could be a charitable analyst, could be a charitable program coordinator, etc. Education and Experience Required: Juris Doctor (JD) degree and a minimum of 6 years’ ultra-high worth client estate planning, financial planning and multi-generational wealth planning experience in a law firm, accounting, wealth management firm and/or trust company or as a consultant, or in lieu of a degree, a combined minimum of 13 years higher education and/or work experience, including a minimum of 6 years’ ultra-high net worth client estate planning, financial planning and multi-generational wealth planning experience in a law firm, accounting, wealth management firm and/or trust company or as a consultant 4 years of work leadership or managerial experience Knowledge of all phases of the planning process for wealthy clients including profiling, document review and analysis, quantitative analysis, selection of strategies, plan design and plan delivery Highly consultative and advisory based approach to problem-solving Strong analytical skills Strong verbal and written communication skills Strong presentation skills Strong leadership skills Strong problem-solving skills Education and Experience Preferred: Philanthropic planning/strategy experience M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $221,300.00 - $368,900.00 Annual (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation. Location: Radnor, Pennsylvania, United States of America Great companies have an enduring sense of purpose. With roots dating back to the founding of Wilmington Trust Company by T. Coleman du Pont in 1903, Wilmington Trust has been serving successful individual and institutional clients for more than a century. Wilmington Trust is internationally recognized and has a team of experienced and skilled professionals focused on delivering a high caliber of service to every client relationship. We are proud to be part of the M&T corporate family. As an employer of choice, we are proud to offer competitive benefits ranging from medical and retirement to forty hours of paid volunteer time each year. Our core values – integrity, ownership, collaboration, curiosity, and candor – drive the work we do. We seek to further build upon our record of success by bringing in top talent and fresh skill sets while continuing to support the growth and development of all our team members. View M&T’s Human Capital Report to learn more. Ready to join our team? Submit your application today! If you are unable to apply through this site due to technical issues or need an accommodation to apply, please contact us at careersitesupport@mtb.com for assistance. M&T Bank is unwavering when it comes to providing equal employment opportunities to all employees and applicants without regard to race, color, national origin, religion, ethnicity, sex, gender identity, age, disability, citizenship, pregnancy, veteran status, military status, marital status, sexual orientation, genetic information or any other characteristic protected under applicable federal, state or local laws. M&T Bank Corporation has policies and procedures in place to promote a drug free workplace. Career Site Privacy Notice
Salary : $221,300 - $368,900