Philanthropic Advisor Relations Officer

The Denver Foundation; Denver (CO); Hybrid; USD 65,000 - 75,000; Full time

Benefits offered by this job

Medical insurance

PTO

Retirement contributions

Tuition assistance

Hybrid work arrangement

Job summary

The Denver Foundation is seeking a Professional Advisor Relations Officer to serve as a relationship manager for its network of professional advisors in the Denver area.

This full-time, exempt role focuses on advisor engagement, fundraising, and donor services, including managing Advisor Managed Funds and coordinating with the Professional Advisors Council.

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 the high-net-worth wealth sector.
• Experience working with advisors and families managing intergenerational wealth.
• Experience using CRM systems for relationship management and prospect tracking.

Responsibilities

• Develop and maintain relationships with professional advisors to increase charitable business.
• Recruit and manage the Professional Advisors Council.
• Develop strategies to expand and diversify the Foundation's advisor network.
• Partner with advisors to develop content and thought leadership related to racial equity.
• Facilitate advisor council meetings and professional advisor events.
• Serve as the primary contact for new business inquiries from professional advisors.
• Promote philanthropic services and encourage referrals for new fund holders and planned giving prospects.
• Help advisors support their clients' philanthropic goals and identify customized giving solutions.
• Manage Advisor Managed Funds, including onboarding, relationship management, and ongoing monitoring.
• Partner with investment operations to complete due diligence on new AMF opportunities.
• Participate in speaking engagements and networking events to expand the Foundation's advisor audience.
• Collaborate with Impact Group and Communications staff on events, convenings, and stories of impact.

Skills

Fundraising

Relationship building

Communication skills

Analytical skills

Project management

Education

Bachelor's degree

Professional certifications CAP/ CFP/ CIMA

Tools

CRM systems

Job description

Position Overview

Company: The Denver FoundationLocation: 1009 Grant Street, Denver, CO 80203Compensation: $64,800–$75,000 annuallyWork Arrangement: Hybrid – onsite 2 days per weekEmployment Type: Full-Time, Exempt

About The Denver Foundation

The Denver Foundation inspires people and mobilizes resources to strengthen the Metro Denver community. The Foundation brings together donors, community partners, and changemakers to address the region''s most pressing challenges and advance racial equity.

What We Offer

• Medical, life, and disability insurance
• Paid time off
• Retirement contributions
• Tuition assistance
• Hybrid work arrangement

Position Overview

The Professional Advisor Relations Officer serves as a relationship manager for The Denver Foundation''s network of professional advisors. This position develops advisor partnerships, promotes the Foundation''s philanthropic services, and connects advisors and their clients with charitable giving opportunities.

The position also manages Advisor Managed Funds (AMF) and the Foundation''s Professional Advisors Council while collaborating with the Impact Group on advisor engagement and philanthropic growth.

Key Responsibilities

Professional Advisor Engagement – 40%

• Develop and maintain relationships with professional advisors to increase charitable business.
• Recruit and manage the Professional Advisors Council.
• Develop strategies to expand and diversify the Foundation''s advisor network.
• Partner with advisors to develop content and thought leadership related to racial equity.
• Facilitate advisor council meetings and professional advisor events.

Fundraising and Donor Services – 40%

• Serve as the primary contact for new business inquiries from professional advisors.
• Promote philanthropic services and encourage referrals for new fund holders and planned giving prospects.
• Help advisors support their clients'' philanthropic goals and identify customized giving solutions.
• Manage Advisor Managed Funds, including onboarding, relationship management, and ongoing monitoring.
• Partner with investment operations to complete due diligence on new AMF opportunities.

Marketing and Collaboration – 20%

• Participate in speaking engagements and networking events to expand the Foundation''s advisor audience.
• Partner with Communications on newsletters, social media, and advisor-specific content.
• Collaborate with Impact Group and Communications staff on events, convenings, and stories of impact.
• Contribute to team goals, leadership development, accountability, and continuous improvement.

Qualifications

• Bachelor''s degree or equivalent experience.
• 5+ years of experience in fundraising or financial services.
• Experience with volunteer committees, boards, or affinity groups.
• Knowledge of charitable giving products and the high-net-worth wealth sector.
• Experience working with advisors and families managing intergenerational wealth.
• Experience using CRM systems for relationship management and prospect tracking.
• Excellent written and verbal communication skills.
• Strong relationship-building, organizational, and analytical skills.
• Ability to manage multiple priorities, exercise sound judgement, and maintain confidentiality.
• Experience developing professional networks and strengthening partnerships.
• Commitment to racial equity and the community foundation model.
• Ability to work effectively with individuals from varied cultures, experiences, and viewpoints.

Preferred Experience and Certifications

• CAP, CFP, CIMA, or similar professional certification.
• Experience with major gifts, donor-advised funds, planned gifts, and/or complex assets.

Physical and Work Requirements

• Daily phone communication.
• Frequent computer use for extended periods, with or without reasonable accommodation.
• Regular group and public speaking engagements.
• Occasional outdoor activities and events.

Equal Opportunity Employer

The Denver Foundation is an Equal Opportunity Employer. We do not discriminate on the basis of race, color, religion, gender, gender expression, age, national origin, disability, marital status, sexual orientation, military status, or any other status protected by law.

Pay Range

USD $64,800.00 - USD $75,000.00 /Yr.