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Ministry Relations Officer
Help Desk Technician
Planning and Development Officer






 



Title: Ministry Relations Officer
Department: Development
Candidate Preferred Location: Seattle, Washington Area
Territory Covered: Washington, Oregon, Idaho, Montana, Wyoming, Utah, Alaska
Posting Number: HR 14-09-02  
 
Basic Commitment
This position calls for a commitment to Jesus Christ through the church, an evident love for all people of varying views and personalities, a commitment to the governance of the Presbyterian Church (USA), a responsible affirmation of personal stewardship, and a concern for the financial support of the Presbyterian Church (USA) in all its worship, mission, and witness.  The position provides leadership to the Foundation for the stewardship of accumulated resources.

 
Position Summary     
The Ministry Relationship Officer (MRO) will be the main relationship builders with Pastors as well as Church and institutional leaders.  This position has the primary responsibility of providing opportunities that will help congregations increase revenue by enabling them to access services and expertise offered by the Presbyterian Foundation Group’s ministry.  The MRO will lead congregations to resources, help Pastors and Church leaders identify major gift prospects and manage those prospects by utilizing services and expertise offered by the Presbyterian Foundation Group.  Those services and expertise include individual engagement, workshops and programs in the areas of generosity, stewardship, endowments, planned giving, estate planning, and investments in order to establish a referral flow and develop and retain gifts through the Presbyterian Church (U.S.A.) Foundation and its affiliates.  This position is the primary relationship-management role for congregations and organizations of the Presbyterian Church (U.S.A.).  It is responsible for the establishment and interaction through the Ministry Relations Program by these entities.  The position makes referrals for specific donor and investment management opportunities and maintains a relationship-management role thereto.

 

Scope & Breadth of Position
This position reports directly to the Senior Ministry Relations Officer, who in turn, reports to the Chief Ministry Relations Officer, who in return reports to the Foundation President as well as the COO. 
                         
Essential Job Accountabilities
Service a region
  1. Assists with any necessary problem solving between the institution and the Foundation in a defined geographic region.
  2. Assists in strengthening each institution within that region through brokering ideas and information for their use.
  3. Extensive travel as required.

Assessment tool
  1. Encourage use of the assessment tool by congregations to identify level of service to be provided by the Presbyterian Foundation Group.
  2. Utilize data from the assessment tool to determine strategic focus of services provided by the MRO.
  3. Market the assessment tool to appropriate entities.
 
Tool box
  1. Assists congregations, presbyteries and other councils in developing programs for the purpose of promoting generosity with the expectation that these programs lead to the gathering and management of accumulated resources through advanced stewardship efforts.
  2. Continually review material in tool box to ensure the most up-to-date useful information be provided to Churches.
  3. Steward existing donors.
 
Gifts
Cultivates new prospects and client relationships with Presbyterians to deliver major gifts for use in Presbyterian-related missions to perpetuate the services to the Foundation and personal stewardship.
 
Alignment with Board of Pensions and other Presbyterian Church (U.S.A.) agency representatives
  1. Maintains a level of communication with the respective Presbyterian Foundation Group team leaders related to activities and accomplishments.
  2. Collaborates with Board of Pension (BOP) representatives by providing services to Pastors, Church leaders and congregations.
  3. Maintains a level of communication with respective and appropriate Presbyterian Church (U.S.A.) leaders.
 
Ministry Partnership Funds
  1. Generate the creation of Ministry Partnership Funds.
  2. Maintains existing Ministry Partnership Fund relationships.
 
Relationships w/Pastors and Church Leaders
  1. Develops networks through association with national and regional church leaders and local congregation gatherings, as well as congregational committees to identify potential donors and investors.
  2. Cultivates relationships with regional church leaders and individual and organizational prospects as well as other sources of referrals for services.
 
Increase Revenue in Churches
Secure institutions to a client relationship for Ministry Partner Funds, investment service, or other asset-based relationship.
 
Referrals to Foundation Experts
  1. Identify, prioritize and create cultivation strategies to gain access to the leaders of institutions in order to bring the institution into a client relationship with the Foundation.
  2. Encourages congregations and councils to participate in the services of the Foundation and to follow-up with assistance in building endowments, gifts and investments in those bodies.
 
Marketing
  1. Promotes the products and services of the Presbyterian Church (U.S.A.) Foundation through presentations at key Church gatherings to create an awareness of Foundation services among Presbyterian leadership and Presbyterian constituencies.
  2. Through consultations, presentations, seminars and other means in Presbyteries of the assigned region, promotes and encourages the use of the Foundation’s services as a means of supporting the ministries of the Church.
  3. Promotes the use of PresbyterianCommunity.Org.
 
Performance Metrics
  1. Specific number of contacts with church leaders, institutional leaders, pastors and donors.  (50 per quarter)
  2. Specific number of Ministry Partnership Funds established.  (10 in initial year of the establishment of Ministry Partnership Funds)
  3. Specific number of leads generated to investment and giving specialists.  (10 per year)
  4. Specific number of assessment tools completed. (20 in initial year of the implementation of the assessment tool) 
Experience and Job Related Requirements
  1. A college degree in business, finance, accounting or the humanities (or equivalent degrees for clergy) is required.
  2. An active member of the Presbyterian Church (U.S.A.) with knowledge of polity, organizational structure, and mission of the Church.  Ordination as a ruling or teaching elder is preferred.
  3. Preference for individuals who have five or more years of experience in one of the following areas: funds development, sales, education, marketing, financial services, clergy.
  4. Working knowledge of tools and services commonly offered in charitable planning context such as the ability to explain the structure and use of a charitable remainder trust, gift annuity, donor-advised fund, private foundation and supporting organization.  Must know of the benefits of and differences with each and know how it would apply to a donor’s specific situation.
  5. Working knowledge of various asset classes and their impact on a donor and the Foundation in a giving scenario.
  6. Knowledge of principles and methods for showing, promoting, and selling products or services.  This includes marketing strategy and tactics, product demonstration, sales techniques, and sales control systems.
  7. Knowledge of principles and processes for providing customer and personal services. This includes customer needs, assessment, meeting quality standards for services, and evaluation of customer satisfaction.
  8. Ability to establish relationships of confidence, trust, and full credibility with donors and prospective donors, investors and prospective investors, as well as legal and tax advisors, together with pastors and other church leaders.
  9. Excellent listening skills giving full attention to the customer/channel partner with ability to ask appropriate and adequate questions to uncover real needs/concerns.
  10. Must be creative so as to meet the needs and desires of prospective donors and investor organizations.
  11. Must have extraordinary interpersonal and communication skills and be able to effectively establish and maintain relationships as well as balance diverse priorities.
  12. Proficient in communicating ideas and concepts via presentations before audiences of various knowledge levels.
  13. Proficiency with time management disciplines such that one can work remotely and keep in good communication with the team.  Ability to handle multiple cases at one time and bring each case to a successful close and implementation.

 

Physical Requirements
  1. Ability to communicate orally with management, co-workers and customers both individually and in a group/team.  Regular use of the telephone and e-mail for communication is essential.
  2. Sitting, standing and walking for extended periods is common.  Hearing and vision within normal ranges is essential for normal conversations, to receive ordinary information and to prepare or inspect documents.
  3. 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 equipment, calculator, telephone, cell phones, and copiers.
  4. Extensive travel required.  Regular transport of suitcase and laptop will be required.
  5. Good reasoning ability is required to solve a wide range of business problems.  Able to apply statistical and mathematical calculations required.  Able to understand and utilize financial reports and legal documents to conduct business. 

Forward resume to Lisa Pesavento
lisa.pesavento@presbyterianfoundation.org
Attn: HR Posting #14-09-02
 


 

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
debbie.haag@presbyterianfoundation.org
Attn: HR Posting #14-04-01

“The Presbyterian Foundation is an Equal Opportunity Employer”

 
 
 

  


 
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