First Citizens Bank · 6 days ago
Philanthropic & Charitable Strategist
Raleigh, NC
Full-time
Onsite
Mid, Senior Level
4+ years expFirst Citizens Bank is seeking a Philanthropic & Charitable Strategist to enhance their philanthropic and charitable services. The role involves creating standardized processes, developing products, and providing education and training to associates while building relationships with clients and centers of influence.
BankingInsuranceLendingPaymentsWealth Management
Responsibilities
Create a framework that incorporates a documented and replicable process for advisory services provided within a user experience that equates to and aligns with the overall Wealth Management client experience
Develops products for current charitable and philanthropic needs and that anticipate future developments or evolving needs
Serve as philanthropic strategist on the client relationship team for sales and service associates who interact with clients that have philanthropic and charitable needs
Provides advisory - analysis, discovery, discussion, output, decision-making, and implementation - support to such clients
Establishes and maintains strong relationships within centers of influence
Identifies relationships with service providers who offer cost-efficient ways to enhance or expand current products
Maintains a strong knowledge of the Bank's existing products and services to market the appropriate offering for each client's needs
Develop products and advisory output regarding services such as grant applications, capital campaign construction, endowment construction, review of governance documents for charitable organizations, board development, fiduciary duty education, policy development, donor education and planned giving, private foundations, and personal charitable planning such as donor advised funds, charitable remainder trusts, etc
Provides education and training to peer associates in charitable giving techniques, client identification, specialized accounting methods, and administration relative to fiduciary and agency capacities
Gives presentations at client events to increase awareness of FCB capabilities
Writes marketing material regarding thought leadership for philanthropic and charitable ideas and changes for both internal and external consumption
Qualification
Required
Bachelor's Degree and 4 years of experience in Nonprofit Administration or Fiduciary/Agency Administration of nonprofit relationships OR High School Diploma or GED and 8 years of experience in Nonprofit Administration or Fiduciary/Agency Administration of nonprofit relationships
Preferred
Preferred Area of Study: Charitable Planning or Trust Management, Nonprofit Management
Preferred Area of Experience: Philanthropic Planning, Financial Planning or Trust & Estate Planning or Tax-Exempt Planning
License or Certification Type: Juris Doctor (JD), Certified Financial Planner (CFP), or Certified Public Accountant (CPA) or equivalent qualifying designation, Chartered Advisor in Philanthropy (CAP), Certified Trust and Fiduciary Advisor (CTFA)
PreferredSkill(s): Blend of abilities to develop and manage administrative and technical systems while also implementing innovative product development
Passion for serving nonprofit clients, both Institutional and Personal
Ability to educate, coach and train regarding charitable planning, strategies, and processes
Company
First Citizens Bank
First Citizens Bank provides banking services, essential business and professional services, wealth management capabilities, and more.
10001+ employees
H1B Sponsorship
First Citizens Bank has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (126)
2024 (115)
2023 (249)
2022 (53)
2021 (12)
2020 (9)
Funding
Current Stage
Public CompanyTotal Funding
$33M2021-05-07Post Ipo Debt· $10M
2018-08-29Post Ipo Debt· $23M
1986-10-31IPO
Leadership Team
C
Craig Nix
Chief Financial Officer
Samantha Bureau - Johnson
SVP & Director, Customer Contact Center
Recent News
Talk Business & Politics
2026-01-16
2026-01-13
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