Senior
Jewish Federation of Palm Beach County
Get more replies from employers
Send a job-specific resume in minutes.
Benefits offered by this job
Job summary
Qualifications
- Must have experience in planned giving, endowments, or philanthropic financial services.
- Experience in a senior role within a foundation or planned giving program is essential.
- Strong operational management with the ability to handle complex tasks is required.
Responsibilities
- Lead Foundation operations across donor-advised funds, endowments, and legacy gifts.
- Drive strategy for planned giving and grow endowment commitments.
- Supervise team members and partner with various departments for seamless execution.
Skills
Education
Job description
The Jewish Federation of Palm Beach County seeks a seasoned leader to help drive and operationalize the William A. Meyer Jewish Community Foundation (Meyer JCF).
The Meyer JCF manages approximately $150 million in assets, an additional $90 million in documented legacy commitments, and approximately 100 donor‑advised funds, serving one of the most dynamic Jewish communities in the country.
This is a senior, high‑impact role for someone who has led or helped lead a planned giving and endowment program and is ready to run the engine of a sophisticated foundation platform, while helping to shape its next phase of growth.
The Senior Director reports to the Executive Director, who is primarily externally focused. This role owns day‑to‑day leadership, execution, and infrastructure, and plays a key role in driving and operationalizing strategy.
- Lead all Foundation operations across donor‑advised funds, endowments, and legacy gifts.
- Serve as administrative approver for DAF disbursements, cash receipts, and new grantee organizations, including due diligence.
- Oversee all gift agreement processes, including drafting, approvals, execution, and CRM documentation (Dynamics and related systems).
- Ensure strong financial stewardship, accuracy, and compliance with a high level of fiduciary integrity.
- Lead budget preparation and ongoing review in partnership with finance.
- Drive and operationalize strategy to grow planned giving and endowment commitments.
- Engage donors and professional advisors on complex gifts, estates, and philanthropic structuring.
- Oversee estate and trust administration and serve as a forward‑facing partner to donors and their representatives.
- Lead all Board and governance functions, including agendas, annotated agendas, presentations, and communications.
- Oversee supporting organizations, including board management, stewardship, grantmaking, and related follow‑up and documentation.
- Serve as liaison to Women’s Philanthropy leadership, supporting alignment of legacy and endowment strategy.
- Oversee grantmaking and stewardship across all funds, including priority funds.
- Lead work connected to the Federation’s philanthropic advisory practice (GPS), supporting donors with strategic grantmaking, impact reporting, and proposals.
- Ensure high‑quality, data‑driven impact materials and donor communications.
- Create and lead the Professional Advisor Program, including communications, meetings, events, and continuing education.
- Serve as a credible partner to attorneys, accountants, and financial advisors.
- Serve as primary liaison to marketing on materials, website, stewardship content, and special projects.
- Lead donor recognition programs and societies.
- Oversee key initiatives, including the Comiter Gratitude Event, the Meyer JCF’s signature donor appreciation and stewardship annual event.
- Supervise and develop team members, including a Foundation Officer.
- Partner across development, finance, and marketing to ensure seamless execution.
- 7+ years of experience in planned giving, endowments, or philanthropic financial services.
- Experience leading or playing a senior role within a foundation or planned giving program.
- Deep knowledge of DAFs, endowments, estate gifts, and complex gift structures.
- Strong operator who can manage complexity while maintaining strategic perspective.
- Credible with donors, professional advisors, and senior leadership.
- Able to lead multiple workstreams with clarity, discipline, and strong judgment.
- Lead the execution of a large‑scale, high‑potential foundation platform.
- Work with sophisticated donors and professional advisors.
- Balance strategy, donor engagement, and operational leadership.
- Play a central role in securing the long‑term philanthropic future of the Jewish community in Palm Beach County.
Position is eligible to work from home occasionally in accordance with Federation policies. When working from home, employees must:
- Follow all Federation policies and procedures.
- Be available to other employees during Federation’s normal business hours.
- Not work from a public place (e.g., coffee shop, library, etc.) or join a public, unsecure Wi‑Fi network when handling sensitive or confidential information.
- Coordinate with the IT department to maintain appropriate computer equipment and connectivity.
Jewish Federation of Palm Beach County is committed to creating a workplace where employees feel supported, valued, and connected to our mission. Offices are located in a beautiful facility in West Palm Beach, providing a professional and welcoming environment. The building is secured during business hours with dedicated safety personnel to ensure a safe and supportive workplace.
Federation prioritizes employee well‑being and professional growth through a collaborative culture and a dedicated employee wellness program that promotes physical, mental, and emotional health. Employees benefit from a wide range of professional development opportunities, including in‑house courses through Federation University, cross‑departmental training, conference participation, professional certifications, and fellowships and leadership cohorts.
Employees also enjoy a comprehensive benefits package designed to support health, financial security, and work‑life balance, including:
- Health & Wellness Benefits: comprehensive medical, dental, and vision plans; disability and life insurance coverage; and a dedicated wellness program.
- Time‑Off & Work‑Life Balance: generous paid time off; paid Jewish and U.S. holidays; early office closings on Fridays in observance of Shabbat; early closings on many holiday eves.
- Financial Benefits: 401(k) retirement plan with employer contribution; pre‑tax benefits including FSAs and HSAs.
Federation benchmarks compensation for new hires based on the role, level, and geographic location. Final compensation is determined by a variety of factors, including relevant experience, skills, education, and training.
Starting salary for this role is $115,000. Compensation is benchmarked within a range that considers experience, skills, and training.
Jewish Federation of Palm Beach County is an Equal Opportunity Employer.
The duties and responsibilities described are not a comprehensive list, and additional tasks may be assigned as needed at the Federation’s discretion. Employment is at‑will, and this job description is not an employment contract. Nothing herein shall be deemed to create an employment contract.
'/%3e%3cpath%20d='M101.744%2012.4726L102.894%2016.1947L99.0021%2013.2201L101.744%2012.4726ZM105.3%208.40937H100.488L99.0026%203.59473L97.5116%208.41047L92.7%208.40385L96.5965%2011.3834L95.1055%2016.1942L99.0021%2013.2196L101.408%2011.3834L105.3%208.40992V8.40937Z'%20fill='white'/%3e%3cdefs%3e%3clinearGradient%20id='paint0_linear_5593_1381'%20x1='90'%20y1='9.44471'%20x2='99'%20y2='9.44471'%20gradientUnits='userSpaceOnUse'%3e%3cstop%20stop-color='%2300AD70'/%3e%3cstop%20offset='0.998594'%20stop-color='%2300B67A'/%3e%3cstop%20offset='1'%20stop-color='%23DCDCE6'/%3e%3c/linearGradient%3e%3c/defs%3e%3c/svg%3e){kind=small}
