VP, Complex Philanthropic Advisory

advisorey.; Mountain View (CA); On-site; USD 260,000 - 300,000; Full time

Benefits offered by this job

Comprehensive benefits package

Job summary

A philanthropic advisory firm in Mountain View seeks a Vice President for Complex Philanthropic Advising, responsible for growing the advisory practice through client cultivation, team management, and complex gift strategies. The ideal candidate has over 15 years in philanthropic advisory or wealth management, with a strong grasp of tax issues and compliance. This role offers a salary of $260,000 to $300,000, alongside an attractive benefits package. Interested candidates should submit their resume and letter of interest.

Qualifications

• 15+ years of experience in philanthropic advisory, private wealth management, estate planning, or tax advisory for high-net-worth clientele.
• Expert knowledge of large gift transactions including private investment funds and planned gifts.
• Deep technical expertise in tax-related matters and compliance.

Responsibilities

• Grow complex asset philanthropic advisory practice through new client cultivation.
• Advise donors, family offices, and professional advisors on charitable gift planning.
• Lead a team of client relationship managers and provide mentorship.

Skills

Philanthropic advisory

Private wealth management

Tax advisory

Strong verbal and written communication

Relationship building

Leadership and supervisory skills

Strategic networking

Education

J.D.

Philanthropic advising designation (e.g., CAP)

Job description

A philanthropic advisory firm in Mountain View seeks a Vice President for Complex Philanthropic Advising, responsible for growing the advisory practice through client cultivation, team management, and complex gift strategies. The ideal candidate has over 15 years in philanthropic advisory or wealth management, with a strong grasp of tax issues and compliance. This role offers a salary of $260,000 to $300,000, alongside an attractive benefits package. Interested candidates should submit their resume and letter of interest.