Work for the Foundation


Job Opportunity Posting
Posting Date:          April 10, 2014
Title:                          Planning and Development Officer
Department:            Trust
Posting Number:    HR 14-04-01  
Position Summary     
This position has responsibility for execution of specific portions of the strategic plan, developing relationships with potential and prospective donors and clients, soliciting their financial, gift, estate, and investment needs and circumstances and, providing all necessary information to allow the client to make a decision about the use of Foundation and New Covenant Trust Company services.
Scope & Breadth of Position
Reports to the Senior Vice President and Chief Operating Officer of New Covenant Trust Company.  No employees report to this position.

Essential Job Accountabilities

  • Assist in the development of market plans, identify and profile prospects to build trusted relationships with prospective clients, and develop business in furtherance of asset growth according to the targeted sales goals and objectives.
  • In cooperation with leadership, create coordinated prospect contact strategies with Ministry Relationship Officers seeking opportunities to assess prospect needs and promote appropriate products and service solutions.  
  • Provide regular reports updating leadership on the status of development efforts. 
  • Work closely with Ministry Relations Officers, Trust Officers, Investment Officer, and Operations personnel to insure the establishment and management of accounts under the terms and conditions specified by client agreements.
  • Keep abreast of current developments and trends in the financial planning, trust, charitable giving, and investment product marketplace.
  •  Attend training and professional programs necessary to maintain abilities and any previously earned accreditations. 

Major Duties and Responsibilities

  • Prepare a quarterly and annual sales and marketing plan and regularly report progress.
  • Consult with prospective clients and their advisors to facilitate new relationships and gather assets.
  • Participate with Trust Administration team members in the preparation of client development materials, the opening of new accounts, and the delivery of assets for management.
  • Prepare and conduct sales presentations to prospective and current clients and advisors.
  • Collect and submit all information required to make new business acceptance decisions.  Assist, as directed, in determining the acceptability of proposed business.
  • Work closely with trust officers, investment officer, legal counsel, and the NCTC operations area in all facets of gift, trust, and investment administration including leading investment reviews.
  • Work closely with clients, Presbyterian constituencies, and other interested prospects employing a servant style work ethic to fulfill the reasonable needs of the client and support and enhance the relationship.
  • Travel required, including overnight travel; up to 60%.
  • Serve in advisory role regarding inquiries of gifts and charitable products and services.

Experience and Job Related Requirements

  • College degree required, advanced degrees or professional designations preferred.
  • CFP preferred.
  • Five years of experience and thorough knowledge in the area of financial planning, taxation, gift, estate, trust, and investment management. 
  • Position requires professional interpersonal skills inclusive of excellent oral and written communication. 
  • Good reasoning ability is required to solve a wide range of business problems. 
  • Ability to apply statistical and mathematical calculations required. 
  • Able to understand and utilize financial reports and legal documents to conduct business.

Physical Requirements:

  • Ability to communicate orally with management, co-workers, and customers both individually and in a group/team setting.  Regular use of the telephone and e-mail for communication is essential.
  • Sitting for extended periods is common.
  • Hearing and vision within normal ranges are essential for normal conversations to receive financial information and to prepare or inspect documents.
  • No heavy lifting is expected.  Exertion of up to 30 lbs. of force occasionally may be required. 
  • Good manual dexterity for the use of common office equipment, such as computer terminals, calculator, telephone, copiers, and FAX machines.
  • Ability to travel up to 60% of the month is required.  Regular transport of suitcase and laptop will be required.

Work Environment
Many of the duties are performed indoors in a traditional office setting.  Additional duties require travel to meet clients and prospects often at their churches or in their homes. 

Forward resume to Debbie Haag, Human Resources
Attn: HR Posting #14-04-01

“The Presbyterian Foundation is an Equal Opportunity Employer”




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