Philanthropic Advisor Relations Officer

Kindora; Denver, Northern (CO, KY); On-site; 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

Someone with experience managing relationships across diverse donor segments at a regional foundation or community institution, comfortable translating donor intent into grantmaking strategy and comfortable with both high-net-worth individuals and institutional partners.

AI-synthesized from this funder's mission + the role family. Not a hiring guideline.

About this role

Philanthropic Advisor Relations Officer Location US-CO-Denver Category Non-Profit Position Type Full-Time Position Overview Company: The Denver Foundation Location: 1009 Grant Street, Denver, CO 80203 Compensation: $64,800–$75,000 annually Work Arrangement: Hybrid – onsite 2 days per week Employment 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

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 judgment, 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.

More roles like this

Other open positions in the same role family at foundations in our index.