Associate Director of Professional Advisor Relations

The Associate Director of Professional Advisor Relations is responsible for the strategy, management, and implementation of a professional advisor engagement plan that generates new business through the creation of new charitable funds, estate planning gift intentions, and direct contributions to the San Francisco Foundation.

Requirements

• 5-7 years of related experience in wealth management, estate planning, accounting, professional service sales, community foundation, or nonprofit planned giving/development
• Bachelor’s degree preferred, or equivalent and relevant experience preferred
• Proven track record in new business development, charitable gift planning, nonprofit fundraising, or other relationship-based profession
• Ability to understand and communicate finance, accounting, and investment strategies to a wide range of audiences, including donors and professional advisors
• Successful track record in the identification, cultivation, and solicitation of donors, clients, and/or high net worth individuals
• Ability to adjust the case for support depending on the variety of advisor-related interests and incentives
• Willingness to meet with advisors in person in a variety of settings
• Understanding of community foundation business model, products, and services preferred
• Knowledge of nonprofit regulations, tax regulations, estate planning, and regulatory trends preferred
• Familiarity with the San Francisco Bay Area professional advisors’ community
• Experience building relationships with professional advisors
• Mature interpersonal work style, ability to interact well with a diverse range of professionals
• Excellent written and verbal communication skills
• Strong customer-service orientation
• Strong organizational skills and attention to detail and accuracy
• Willingness and ability to handle confidential information
• Intermediate to advanced computer/software skills, including Microsoft 365 (Outlook, Word, PowerPoint, Excel, & Teams) and Zoom
• Ability to learn, navigate and manage online platforms, including Smartsheet and Salesforce

Benefits

• Competitive total compensation package
• Rich medical and fringe benefits offerings