Associate Director of Professional Advisor Relations and Philanthropic Planning

The Associate Director of Professional Advisor Relations and Philanthropic Planning is responsible for business development through the creation, management, and implementation of a comprehensive professional advisor outreach and engagement strategy. This role focuses on building and sustaining relationships with professional advisors/firms to generate new business leads and prospects, resulting in 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
• Bachelor's degree preferred, or equivalent and relevant experience
• Ability to understand and communicate finance, accounting, and investment strategies to a wide range of audiences
• Mature interpersonal work style, ability to interact well with a diverse range of professionals
• Strong written and verbal communication skills
• Strong customer-service orientation
• Strong organizational skills and attention to detail and accuracy

Benefits

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