Senior Philanthropy Manager

Rosewood Family Advisors LLP; Palo Alto (CA); On-site; USD 120,000 - 190,000; Full time

Job summary

Rosewood Family Advisors in Palo Alto seeks a Senior Philanthropy Manager to lead high-impact grantmaking for ultra-wealth client portfolios. You will evaluate projects, manage grantmaking systems, and collaborate with staff and clients to design meaningful giving experiences.

The role requires strategic thinking, initiative, and the ability to handle multiple complex grants programs, ensuring compliance and effective reporting while training teammates and clients.

Qualifications

• The candidate should have strong project management and communication skills.
• Experience in grantmaking or philanthropic advisory is a plus.

Responsibilities

• Evaluate projects for grantmaking and manage grantmaking systems.
• Coordinate with staff and clients to design high-impact giving experiences.
• Ensure regulatory compliance and accuracy in reporting and workflows.
• Train staff and clients on grants processes and best practices.

Job description

Rosewood Family Advisors (RFA) is a multi-family office whose mission is to provide exceptional client service and advice. Our professionals help ultra-high net worth clients define and meet their goals by providing a diverse range of family office services including tax compliance, bill pay and expense management, philanthropic advising, and estate planning.

ABOUT THE POSITION

The Senior Philanthropy Manager (SPM) is responsible for helping create top-quality giving experiences for our clients. The SPM achieves this by assisting in the evaluation of projects and managing the grantmaking systems and processes related to our client’s giving. RFA is looking for someone who can be a strategic partner to build effective models for grant making with philanthropic capital. The SPM is involved in all aspects of grants management which includes, but is not limited to, grant structuring, regulatory compliance, managing workflows, compiling reports, and training staff and clients.

The ideal candidate is a motivated self-starter who can bring the same initiative to a growing team. The individual is someone who consistently exercises sound judgement, can anticipate needs without being asked, and is able to manage multiple complex and evolving projects.

Deanna Norcross published this page in Job Board 3 years ago