Remote Senior Philanthropy Strategy Advisor

Sacbar

Chicago, Northern (IL, KY)

Hybrid

USD 104,000 - 127,000

Full time

8 days ago
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Benefits offered by this job

Health insurance
401(k) plan
Generous PTO
Winter holiday break

Job summary

Strategic Philanthropy, Ltd. in Chicago seeks a Senior Philanthropic Advisor to lead engagements and guide clients’ philanthropic strategies remotely.

You will work with families, foundations, and advisors, manage complex projects, and contribute to growth through thought leadership and client development. This exempt, full-time role emphasizes collaboration and delivering results for high-net-worth clients.

Qualifications

  • Must have at least 7 years of relevant experience in philanthropy, including demonstrated experience: Consulting on philanthropic strategies with high-net-worth individuals and families.
  • Leading complex consulting engagements for private foundations, including work with foundation leaders, trustees, and families.
  • Leading next-generation engagement and development
  • Significant experience guiding complex conversations among both small and large groups of people with diverse perspectives and priorities.

Responsibilities

  • Serve as lead advisor or senior supporting advisor on client engagements, including project planning, facilitation of client meetings, management of project timelines, and oversight of clients’ giving activities.
  • Maintain strong client relationships and clearly communicate meeting outcomes, progress, and relevant developments in their giving strategy areas.
  • Conduct research and produce high-quality materials for clients.
  • Conduct interviews, surveys, and other information-gathering strategies with client families/systems and prepare reports on findings and recommendations.
  • Communicate with clients’ referring advisors to keep them informed and strengthen the firm’s advisor relationships.
  • Work with grantees and potential grantees to identify and assess opportunities for partnership and monitor and evaluate client-giving activities.
  • Engage with thought leaders and funding peers in the broader field of philanthropy and within client priority areas.
  • Contribute to the firm’s thought leadership through writing, conference presentations, and the development of ideas and resources that advance our work.
  • Participate in client acquisition efforts, including prospective client conversations, proposal development, and relationships with professional advisors and other referral partners.
  • Advance the firm’s internal knowledge and innovation by sharing expertise, strengthening tools and approaches, and identifying opportunities to improve how we work and serve clients.

Skills

Emotional intelligence
Discretion
Stakeholder relationships
Project management
Organizational skills
Self-starter
Entrepreneurial mindset
Forward-thinking
Curious mindset
Microsoft 365 proficiency
AI tools familiarity

Tools

Microsoft 365
SharePoint
Google Workspace
AI tools

Job description

Strategic Philanthropy, Ltd. in Chicago seeks a Senior Philanthropic Advisor to lead engagements and guide clients’ philanthropic strategies remotely.

You will work with families, foundations, and advisors, manage complex projects, and contribute to growth through thought leadership and client development. This exempt, full-time role emphasizes collaboration and delivering results for high-net-worth clients.

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