Philanthropic Advisor Relations Officer
$64,800–$64,800 year
HybridDenver, Colorado, United States
Job Summary
Develop and maintain relationships with professional advisors to increase charitable business and recruit the Professional Advisors Council. Serve as the primary contact for new business inquiries, promoting philanthropic services and encouraging referrals for new fund holders and planned giving prospects. Manage Advisor Managed Funds, including onboarding, relationship management, and ongoing monitoring while partnering with investment operations for due diligence. Facilitate advisor council meetings, events, and speaking engagements to expand the Foundation's advisor audience. Collaborate with Communications and the Impact Group on newsletters, social media, and stories of impact. Requires a Bachelor's degree, 5+ years in fundraising or financial services, and knowledge of the high-net-worth wealth sector. Hybrid work onsite two days per week; salary $64,800–$75,000 annually.
Required Qualifications
- Bachelor's degree or equivalent experience
- 5+ years of experience in fundraising or financial services
- Experience with volunteer committees, boards, or affinity groups
- Knowledge of charitable giving products and the high-net-worth wealth sector
- Experience working with advisors and families managing intergenerational wealth
- Experience using CRM systems for relationship management and prospect tracking
- Excellent written and verbal communication skills
- Strong relationship-building, organizational, and analytical skills
- Ability to manage multiple priorities, exercise sound judgment, and maintain confidentiality
- Experience developing professional networks and strengthening partnerships
- Commitment to racial equity and the community foundation model
- Ability to work effectively with individuals from varied cultures, experiences, and viewpoints
- Daily phone communication
- Frequent computer use for extended periods, with or without reasonable accommodation
- Regular group and public speaking engagements
- Occasional outdoor activities and events
Desired Qualifications
- CAP, CFP, CIMA, or similar professional certification
- Experience with major gifts, donor-advised funds, planned gifts, and/or complex assets
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