Meter Consultant supporting Metering Operations and Engineering at Eversource. Troubleshooting metering issues and providing analytical support across the territory.
About the role
- Regional Philanthropic Consultant managing a portfolio of large nonprofit clients. Providing tailored philanthropic advice and solutions while collaborating with Institutional Advisors in various regional markets.
Responsibilities
- 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 (IA’s).
- Serve as one of three Regional Philanthropic Consultant with regional market responsibilities, focusing on nonprofit client needs and opportunities.
- Serve as regional sales support and client advisory support with travel required as needed.
- Partner with Institutional Advisors on new nonprofit acquisition and client expansion initiatives.
- Coordinate with Institutional Advisor and Market Leadership to deliver content/events to build brand and develop advocacy amongst NFP leadership, board members and COIs within local markets.
- Build out relationships with KPB Relationship Managers (RM’s), assisting in raising nonprofit acumen and guide RM interactions with nonprofit boards, committees and nonprofit consultants.
- Serve as a mentor to others on the team, further enhancing their consulting and advisory capabilities.
- Responsible for delivering (and administering) philanthropic advice to nonprofit clients in the markets, including guidance on complex gifting strategies.
- Partner with Special Service Consultants to deliver custodial, reporting, and other specialized services for nonprofit clients.
- Foster and maintain strong relationships with nonprofit clients, acting as a trusted advisor and advocate.
- Conduct regular client reviews and enhance service delivery identifying new opportunities.
Requirements
- Minimum 10 years of experience in working with nonprofits providing philanthropic advice, trust/custody administration, or related roles.
- Experience managing complex nonprofit relationships.
- Strong analytical, communication (oral and written), interpersonal, and problem resolution skills.
- Working knowledge of charitable giving vehicles, nonprofit servicing, and related services.
- Familiarity with regulatory requirements and compliance standards.
- Strong PC skills, especially Excel, Word, and PowerPoint.
Benefits
- Incentive compensation which may include production, commission, and/or discretionary incentives.
- Flexible options in circumstances where roles can be performed effectively in a mobile environment.
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