Associate Director, Professional Advisor Relations and Philanthropic Planning

San Francisco Foundation; San Francisco (CA); On-site; USD 120,000 - 180,000; Full time

Job summary

San Francisco Foundation is seeking an Associate Director of Professional Advisor Relations and Philanthropic Planning in San Francisco. The role focuses on business development through advisor outreach, establishing relationships with firms, and cultivating new charitable funds and estate-driven gifts.

The position coordinates events and activities for the advisor community and serves as the lead staff for the Professional Advisors Council and Emerging Advisors Network, advancing equity and

Responsibilities

• Develop and implement a comprehensive professional advisor outreach strategy.
• Build and maintain relationships with professional advisors and firms to generate new funds and gifts.
• Lead staff for the Professional Advisors Council and Emerging Advisors Network and plan advisor events.

Job description

Associate Director, Professional Advisor Relations and Philanthropic Planning

Posted on April 23, 2026

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.

This role works directly with professional advisors and firms looking for resources and expertise for their clients. This role serves as the lead staff person for the SFF Professional Advisors Council and the Emerging Advisors Network, and plans and executes outreach events and activities for the larger advisor community. This role is central to our efforts to encourage philanthropy in the Bay Area, and to advance our commitment to equity in the region.