Philanthropic Advisor Relations Lead

Kindora; Denver, Northern (CO, KY); Hybrid; USD 65,000 - 75,000; Full time

Benefits offered by this job

Hybrid work arrangement

Job summary

The Denver Foundation, based in Denver, CO, seeks a Professional Advisor Relations Officer to manage its network of professional advisors, promote charitable services, and connect advisors with giving opportunities. This role includes overseeing Advisor Managed Funds and the Professional Advisors Council in collaboration with the Impact Group.

Responsibilities include developing advisor partnerships, growing the advisor base, and coordinating events, content, and thought leadership around racial

Qualifications

• Bachelor's degree or equivalent experience.
• 5+ years of fundraising or financial services experience.
• Experience with volunteer committees, boards, or affinity groups.
• Knowledge of charitable giving products and high-net-worth wealth management.

Responsibilities

• Develop and maintain relationships with professional advisors to increase charitable business.
• Recruit and manage the Professional Advisors Council and expand the advisor network.
• Promote philanthropic services and referrals for new fund holders and planned giving.
• Collaborate with Investment Operations on due diligence for new AMF opportunities.

Skills

Relationship building

Communication skills

Analytical skills

Organizational skills

Education

Bachelor's degree

CFP or CIMA certification

Tools

CRM systems

Job description

The Denver Foundation, based in Denver, CO, seeks a Professional Advisor Relations Officer to manage its network of professional advisors, promote charitable services, and connect advisors with giving opportunities. This role includes overseeing Advisor Managed Funds and the Professional Advisors Council in collaboration with the Impact Group.

Responsibilities include developing advisor partnerships, growing the advisor base, and coordinating events, content, and thought leadership around racial