Director of Advisor Relations & Asset Growth

Edtx; Dallas (TX); On-site; USD 80,000 - 120,000; Full time

Job summary

Communities Foundation of Texas is seeking a Director of Advisor Relations in Dallas, TX, responsible for driving asset growth through professional advisors. The role involves developing engagement strategies, managing key relationships, and leading advisor programming for charitable planning. Candidates should have 10+ years in fundraising or wealth management, with a preferred degree in a relevant field.

The position offers a dynamic work environment with a focus on community impact, making it crucial for candidates to demonstrate strong communication and interpersonal skills.

Qualifications

• 10+ years of experience in fundraising, business development, or professional advisor engagement.
• Demonstrated success cultivating relationships with high-net-worth clients.
• Strong understanding of charitable giving vehicles.

Responsibilities

• Develop and execute an advisor relations strategy aligned with asset growth goals.
• Manage a portfolio of high-impact professional advisors and strategic prospects.
• Lead advisor-facing programming, including seminars and events.

Skills

Fundraising

Business development

Wealth management

Relationship building

Charitable giving

Communication

Presentation skills

Education

Bachelor's degree

Advanced degree (JD, MBA, CFP, CAP®)

Job description

Communities Foundation of Texas is seeking a Director of Advisor Relations in Dallas, TX, responsible for driving asset growth through professional advisors. The role involves developing engagement strategies, managing key relationships, and leading advisor programming for charitable planning. Candidates should have 10+ years in fundraising or wealth management, with a preferred degree in a relevant field.

The position offers a dynamic work environment with a focus on community impact, making it crucial for candidates to demonstrate strong communication and interpersonal skills.