Legacy & Advisor Engagement Director

The Miami Foundation; Miami (FL); On-site; USD 100,000 - 130,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

403(b) retirement plan

Flexible spending accounts

Paid time off

Cell phone stipend

Gym reimbursement

Staff Donor-Advised Fund (DAF) with a/

Job summary

The Miami Foundation is seeking a Director/Senior Director of Philanthropic Engagement to lead efforts to build and deepen relationships with professional advisors and grow legacy and planned giving programs in Greater Miami.

This highly relationship-driven role involves connecting with estate attorneys, wealth managers, and other professionals, presenting to groups, organizing advisor-focused events, and turning relationships into long-term philanthropic partnerships.

Qualifications

• 7+ years of progressively responsible experience in philanthropy, planned giving, wealth management, private banking, trust administration, estate planning, financial services, professional-advisor relations, business development, or a related field.
• Demonstrated success building relationships with professional advisors, high-net-worth individuals, community leaders, or other influential stakeholders.
• Experience developing referral networks, strategic partnerships, or business relationships.
• Experience presenting to groups, facilitating events, or representing an organization publicly.

Responsibilities

• Serve as a primary relationship manager for professional advisors, including estate planning attorneys, trust officers, wealth managers, financial advisors, accountants, family office professionals, and philanthropic consultants.
• Build, expand, and manage The Miami Foundation’s professional advisor network.
• Develop meaningful relationships with advisors and their firms that position The Miami Foundation as a trusted resource for charitable planning and community impact.
• Proactively identify and cultivate new relationships with centers of influence throughout Greater Miami.
• Create opportunities for advisors to learn about The Foundation, its services, philanthropic resources, and community impact. Organize and facilitate educational programs, networking events, roundtables, presentations, and other advisor-focused experiences.
• Represent The Miami Foundation at professional, civic, philanthropic, and community events.
• Develop strategies to turn advisor relationships into referrals, donor introductions, philanthropic partnerships, and long-term engagement.
• Lead the Foundation’s legacy and planned giving strategy.
• Identify, cultivate, solicit, and steward donors interested in creating long-term philanthropic impact.
• Grow the pipeline of documented estate commitments and other deferred gifts.
• Work with donors and their advisors around bequests, beneficiary designations, charitable trusts, donor-advised fund succession planning, and other planned giving opportunities.
• Partner with internal teams, attorneys, financial professionals, and other advisors to facilitate complex charitable gifts.
• Steward existing legacy donors and create meaningful engagement opportunities for members of the Foundation’s legacy community.
• Oversee the administration and stewardship of realized bequests and estate gifts in partnership with legal, finance, and operations teams.
• Maintain accurate documentation, tracking, reporting, and stewardship of legacy commitments.
• Stay current on trends in estate planning, wealth transfer, charitable tax strategies, and planned giving.
• Build a strong prospect pipeline through networking, referrals, advisor relationships, community engagement, and professional associations.
• Identify opportunities to introduce individuals and families to The Miami Foundation’s philanthropic services.
• Develop customized engagement strategies based on the needs and interests of donors and their advisors.
• Collaborate with philanthropy colleagues to transition and advance qualified donor opportunities.
• Serve as an ambassador for The Miami Foundation throughout the Greater Miami community.

Skills

Relationship building

Presentation skills

Public speaking

Networking

Business development

Communication

Education

CAP®, CFP®, JD or comparable expertise

Job description

The Miami Foundation is seeking a Director/Senior Director of Philanthropic Engagement to lead efforts to build and deepen relationships with professional advisors and grow legacy and planned giving programs in Greater Miami.

This highly relationship-driven role involves connecting with estate attorneys, wealth managers, and other professionals, presenting to groups, organizing advisor-focused events, and turning relationships into long-term philanthropic partnerships.