Senior Philanthropic Advisor

Colorado Psychiatric; Chicago, Northern (IL, KY); Hybrid; USD 104,000 - 127,000; Full time

Benefits offered by this job

Health insurance

401(k) plan

Generous PTO

Job summary

Strategic Philanthropy, Ltd. is seeking a Senior Philanthropic Advisor for a fully remote, exempt, full‑time position based in the United States.

The role partners with high‑net‑worth families and foundations to craft strategic philanthropy and manage complex engagements, including governance and grantmaking from assessment through execution. The advisor will collaborate with another senior advisor on a major family foundation client while contributing to firm growth through outreach to

Qualifications

• Must have at least 7 years of relevant experience in philanthropy, including consulting on philanthropic strategies with high‑net‑worth individuals and families.
• Leading complex consulting engagements for private foundations, including work with leaders, trustees, and families.
• Leading next-generation engagement and development initiatives in philanthropy.
• Significant experience guiding complex conversations among diverse groups with different 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.
• Work with grantees and potential grantees to identify opportunities for partnership and monitor client-giving activities.
• Contribute to the firm’s thought leadership through writing, conference presentations, and development of resources that advance our work.
• Participate in client acquisition efforts, including prospective client conversations, proposal development, and relationships with professional advisors and referral partners.

Job description

Position: Senior Philanthropic Advisor,Full-time, salaried, exempt
Location: Remote, work-from-home
We will absolutely consider candidates living outside of Chicago; however, a Chicago-based employee is preferred.

Strategic Philanthropy, Ltd. (www.stratphilanthropy.com) is a Chicago-based philanthropic advisory firm that partners with donors, families, grantmakers, and their advisors to make giving more thoughtful, strategic, and meaningful.

Since 2000, we have helped clients navigate complex philanthropic decisions, clarify what matters most to them, and turn their values and resources into meaningful impact. We serve as both a trusted guide and advocate, bringing experience, perspective, and a highly personalized approach to each client relationship. Our work is grounded in the belief that philanthropy can be both deeply fulfilling and a powerful force for positive change.

Firm Culture

We work in a boutique advisory environment with a collaborative approach to client services. Our employees are deeply committed to delivering services that reflect excellence and best practices in philanthropy. Work-life balance is deeply ingrained in our culture and reflected in our generous PTO and fully remote work policy.

Position Overview

The Senior Philanthropic Advisor works both independently and collaboratively with the client services team to lead engagements and deliver thoughtful guidance that advances clients’ philanthropic goals.

The role requires experience working with individuals, families, boards, foundations, nonprofits, and other mission-driven stakeholders, including facilitating meetings, managing complex projects, developing philanthropic strategies, advising on governance and generational transitions, conducting research and analysis, and supporting grantmaking from opportunity assessment through execution.

A significant portion of the Advisor’s time will be dedicated to working closely with another advisor to support a large family foundation client for whom the firm provides a broad range of strategic and administrative services. The Advisor will also lead and support other client engagements and contribute to the firm’s growth through relationships with prospective clients, professional advisors, and the broader philanthropic community.

Essential Job Responsibilities

Client Engagement

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.

Nonprofit Sector Engagement

• 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.

Firm Contribution

• 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.

Required and Preferred Experience

• 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.

Preferred Experience:

• Experience working with advisors (financial, legal, etc.) to wealthy individuals.
• Experience making grants to universities and in healthcare settings.

Core Competencies

• High emotional intelligence, sense of humor, discretion, and ability to build trust with diverse stakeholders.
• Commitment to diversity, equity, and inclusion in philanthropic strategy and practice.
• Strong project management and organizational skills with meticulous attention to detail.
• Self-starter with the ability to manage multiple complex projects and competing priorities in a fast-paced environment.
• Entrepreneurial, forward-thinking, and curious mindset.
• Strong proficiency in Microsoft 365 (Teams, Excel, Word, PowerPoint), cloud-based document management (SharePoint, Google Workspace, etc.), and common AI tools.

Compensation and Other Requirements

• Salary: $115,000 per year.
• Benefits include health insurance, with the firm covering 70% of the employee premium for coverage through its group health plan; catastrophic insurance; a 401(k) plan; and generous paid time off, including a winter holiday break.
• Occasional travel required, as well as rare weekend and evening work.
• The firm provides a laptop, printer, and reimbursement for approved supplies as needed to support remote work.

About Our Hiring Practices and Considerations

We welcome applicants with a range of backgrounds, experiences, and perspectives. We recognize that strong candidates may not meet every qualification listed. If you are excited about this role and our work, we encourage you to apply.

Decisions and criteria governing the employment relationship with all employees at Strategic Philanthropy, Ltd. are made in a non-discriminatory manner, without regard to race, color, creed, religion, national origin, sex, marital status, pregnancy, disability, sexual orientation, gender identity, veteran status, age, FMLA status, or any other factor determined to be unlawful by federal, state or local statutes.