New Business and Ongoing Administration * Serve as client relationship manager to provide philanthropic services to individuals and families to meet their charitable objectives. * Review governing documentation for complex specialty charitable accounts to ensure Comerica can act in accordance with the document requirements. * Consult with Fiduciary Strategist and Wealth advisors on philanthropic strategies for individuals and families. * Provide advisory consultation to Trust Advisors on charitable matters providing remediation solutions as needed. * Manage their book of business of charitable accounts- ensuring IRS requirements are met on Foundation payouts, calculating, and reviewing payments on charitable trusts, overseeing all aspects of account terminations, ensuring any other nuance with the specialty type of account under their oversight is met. Provide same support to Trust Advisors on charitable accounts administered in the field. * Work with centers of influence such as attorneys, CPA, investment advisors, and family offices to ensure client's objectives are met and to further business development. * Educate partners and centers-of-influence on Comerica's capabilities in charitable trust, DAF, and foundation management. * Complete required account reviews for new accounts and existing accounts per Comerica policy. * Adhere to all Comerica policy regarding account administration of these specialty accounts. Compliance/Risk Management * Participate in consultations with on-going business for trust advisors to assist with and resolve issues. These consultations focus on managing or mitigating risk as well as providing suggestion steps to remediate issues. * Complete follow up to ensure remediation steps are completed. * Maintain a full understanding of personal trust policies and procedures to include recommending changes as needed due to new regulatory or procedural requirements. Team Responsibilities * Participates in projects which affect the broader business and improves efficiency of delivery of services to clients. * Actively contributes to the team, providing feedback on procedural changes and assisting in the development of less experienced team members. Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled