Vice President, Regional Business Development

Dayana Jones

Foundation For The Carolinas philanthropic footprint spans 13 counties in North and South Carolina. The Vice  President, Regional Business Development will lead FFTC’s business development efforts, outside Charlotte Mecklenburg, with a focus on establishing personal and corporate Donor Advised Funds and new planned gifts. This person will be primarily responsible for project management activities related to sales, stewardship &  product-related initiatives as identified by Vice President, Philanthropic Advancement and senior leadership of  FFTC. To help ensure representation by the PA Team, this position will serve on (and, as appropriate,  coordinate others serving on) cross-functional FFTC project teams working on initiatives impacting the Centers  for Giving and FFTC at large.  

The Vice President, Regional Business Development should expect to routinely travel within FFTC’s regional  footprint and must be a self-starter who is detail-oriented and strives to provide impeccable, personalized, and  responsive client service.

 

 Business Development  

o Helps create FFTC’s business development strategy for Cabarrus, Cherokee, Cleveland, Richmond,  Iredell, Lancaster, Lexington, Lincoln, Salisbury-Rowan, Stanly, Union, and York Counties.  o Personally manages a portfolio of at least 50 significant clients and oversees stewardship of  additional regional relationships.  

o Leads the regional prospecting process to cultivate and onboard new fundholders and new planned  giving clients, including prospect research, proposal preparation, meeting participation and follow  ups 

o Cultivates key professional advisor relationships through individual meetings, firm presentations  and continuing education programs for professional advisors in the region 

o Creates an annual communication plan for advisors in key counties identified by VP  o Develops a command of FFTC products and services to speak knowledgeably to prospective fund  holders about working with FFTC, including fund types, investment options, acceptance of complex  assets, etc.  

o Plans, tracks and reports on activities with prospects using database system and provides strategic  input and direction on database best practices  

o Identifies, attends and supports events sponsored by FFTC as prospect generation strategy  o Plans and executes donor relations and donor cultivation events in the counties as identified.

o Drafts, reviews and revises appropriate fund agreements and other documents, in keeping with the  policies and procedures of FFTC, to represent the wishes of donors. 

o Creates and manages active, ongoing personal stewardship for regional donors  

o Creates the opportunity to engage with representatives in counties served by FFTC on a regular  basis including through online webinars, in-person events, seminars for professional advisors, etc.  o Develops and tracks strong relationships with existing donors and provides donor-centered services  regarding the personal philanthropic objectives of donors and their families. 

o Identifies and plans strategic involvement of FFTC leadership in regional footprint.  

  • Operations and Project Management

o Represents the PA Team in serving on (and, as appropriate, coordinates others serving on) cross functional FFTC project teams working on initiatives impacting the Centers for Giving, including  investments, pricing, product development, database management, financial systems, technology,  stewardship practices and client reporting.  

o Serves as “project manager” for the PA Team for assigned projects, leveraging research, analytical  and technical skills to help identify problems, quantify issues, and work towards solutions.  o Serves as a Subject Matter Expert for the PA Team and:  

Understands the end-to-end business processes in detail within PA Team’s business and  strive towards continuous improvements;  

Understand the inter-relationship between PA Team processes and processes within other  functional areas; and  

Keep process documentation  

o Works closely with FFTC’s marketing and communications team to highlight donor and regional  stories  

o Works closely with FFTC’s Community Programs & Civic Leadership team to identify common goals  and objectives within FFTC’s regional footprint  

o This job description is not designed to cover or contain a comprehensive listing of activities, duties  or responsibilities that are required for the position. Other duties, responsibilities and activities  may change or be assigned at any time with or without notice.  

JOB QUALIFICATIONS 

  • Bachelor’s degree required  
  • Graduate degree in law, business or public administration strongly preferred. 
  • Minimum 3-5 years of experience, preferably in fundraising, development, or financial services/wealth  management  
  • Familiarity with the FFTC’s regional footprint, critical community issues, key organizations, civic leaders,  and resources. 
  • Residence in counties outside Mecklenburg preferred 

Skills and Abilities: 

  • Superior communication skills, including verbal, written and presentation skills 
  • Initiator who is detail-oriented and a self-starter, customer service and sales orientation Excellent interpersonal skills 
  • Strategic mindset with ability to execute comprehensive plans 
  • Ability to set priorities, handle multiple tasks and meet deadlines with a high degree of accuracy and  urgency, while receiving deliverables from multiple team members 
  • Ability to delegate as needed  
  • Highly organized and adaptable with an optimistic mindset  
  • Ability to work independently and in a fast-paced environment  
  • Excellent computer skills including working knowledge of Microsoft Office applications. Previous experience with Blackbaud software preferred  
  • General ability to perform the essential functions and overall physical and mental requirements of this  position, including stamina to perform tasks over extended periods and ability to occasionally move about  to accomplish tasks or move from one worksite and/or workstation to another 

Vice President, Regional Business Development

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