National Director, Philanthropy

M&T Bank Corporation; Radnor (Delaware County); On-site; USD 221,000 - 369,000; Full time

Benefits offered by this job

Medical benefits

Retirement plan

Paid volunteer time (40 hours/year)

Job summary

M&T Bank Corporation in Radnor, Pennsylvania seeks a visionary National Director of Philanthropy to lead the development and execution of the firm’s philanthropic advisory strategy and to help clients align wealth with values through innovative philanthropic solutions and personalized giving strategies.

The role services as a charitable planning expert, collaborating with Wealth Advisors, Trust professionals, and external partners to shape capabilities and deliver thought leadership, scalable

Qualifications

• JD required with 6+ years of ultra-high net worth estate planning experience.
• Strong analytical and advisory skills are essential for complex planning.

Responsibilities

• Develop and execute the firm’s national philanthropic advisory strategy.
• Champion outsourced DAF and charitable product initiatives.
• Build scalable philanthropic planning processes, tools, and client experiences.
• Collaborate with Trust Administration to grow Charitable Trust offerings.
• Serve as the philanthropic subject matter expert and thought leader.
• Identify trends in philanthropy, tax-efficient giving, and family governance.
• Create articles, presentations, and educational content.
• Promote philanthropic capabilities through events and conferences.
• Grow a small team as needs evolve.

Skills

Analytical skills

Verbal communication

Written communication

Presentation skills

Leadership

Problem-solving

Strategic thinking

Education

Juris Doctor (JD) degree

Job description

Make a Meaningful Impact We are seeking a visionary and strategic National Director of Philanthropy to lead the development and execution of our firm's philanthropic advisory strategy. This senior leadership role will serve as the firm's subject matter expert in charitable planning, helping clients align their wealth with their values through innovative philanthropic solutions and personalized giving strategies. Working closely with Wealth Advisors, Wealth Strategists, Trust professionals, and external partners, you will shape and enhance the firm's philanthropic capabilities while delivering thought leadership, scalable planning resources, and exceptional client experiences.

Primary Responsibilities

• Develop and execute against the firm’s national philanthropic advisory strategy
• Being a program champion for an outsourced DAF and potentially other charitable products such as foundation administration
• Build scalable philanthropic planning processes, tools, educational resources and client experiences
• Enhance partnership with Trust Administration to drive increase Charitable Trust
• Be the philanthropic subject matter expert and thought leader
• Have deep knowledge of charitable planning techniques, tax-efficient giving strategies, best practices in family philanthropic governance
• Be a resource for wealth strategists and the field
• Identify emerging trends in philanthropy, charitable tax planning and family giving
• Create articles, presentations, and educational content
• Promote the firm’s philanthropic capabilities through presentations, conferences and events.
• Opportunity to build a small team after establishing capabilities needs – could be a charitable analyst, could be a charitable program coordinator, etc.

Education and Experience Required

Juris Doctor (JD) degree and a minimum of 6 years’ ultra-high worth client estate planning, financial planning and multi-generational wealth planning experience in a law firm, accounting, wealth management firm and/or trust company or as a consultant, or in lieu of a degree, a combined minimum of 13 years higher education and/or work experience, including a minimum of 6 years’ ultra-high net worth client estate planning, financial planning and multi-generational wealth planning experience in a law firm, accounting, wealth management firm and/or trust company or as a consultant 4 years of work leadership or managerial experience Knowledge of all phases of the planning process for wealthy clients including profiling, document review and analysis, quantitative analysis, selection of strategies, plan design and plan delivery Highly consultative and advisory based approach to problem-solving Strong analytical skills Strong verbal and written communication skills Strong presentation skills Strong leadership skills Strong problem-solving skills

Education and Experience Preferred

Philanthropic planning/strategy experience

M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $221,300.00 - $368,900.00 Annual (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation.

Location: Radnor, Pennsylvania, United States of America

We are proud to be part of the M&T corporate family. As an employer of choice, we are proud to offer competitive benefits ranging from medical and retirement to forty hours of paid volunteer time each year. Our core values – integrity, ownership, collaboration, curiosity, and candor – drive the work we do. We seek to further build upon our record of success by bringing in top talent and fresh skill sets while continuing to support the growth and development of all our team members. View M&T’s Human Capital Report to learn more.

M&T Bank is unwavering when it comes to providing equal employment opportunities to all employees and applicants without regard to race, color, national origin, religion, ethnicity, sex, gender identity, age, disability, citizenship, pregnancy, veteran status, military status, marital status, sexual orientation, genetic information or any other characteristic protected under applicable federal, state or local laws.