Advisor Relations Officer

The Denver Foundation•Denver, CO

1d•Hybrid

About The Position

The Denver Foundation is seeking an Advisor Relations Officer to build and strengthen relationships within the professional advisor and wealth management community. This role is ideal for a relationship-driven business development professional who understands the intersection of wealth management, charitable giving, and long-term client relationships. As a front-line relationship manager, the Advisor Relations Officer will work closely with wealth managers, financial advisors, estate planning attorneys, CPAs, and other professional advisors to generate new business, develop referrals, and connect advisors and their clients with customized philanthropic services. This is an opportunity to use your professional network, business development skills, and knowledge of wealth management to help individuals and families achieve their charitable goals while creating lasting community impact.

Requirements

Bachelor’s Degree or equivalent experience.
Minimum of five years of business development experience.
Experience with volunteer committees, boards, or affinity groups.
Knowledge and understanding of charitable giving products
Knowledge and understanding of the high-net-worth wealth sector and tools and strategies in working with advisors and families of inter-generational wealth.
Experience using CRM systems for relationship management, prospect tracking, and moves management (e.g., C-Suite or similar platforms).
Exceptional relationship-building and communication skills, with the ability to engage and cultivate professional networks.
Excellent verbal and written communication skills.
Highly organized and detail-oriented, with strong problem-solving and prioritization skills.
Upholds strict confidentiality and exercises sound judgment in all professional interactions.
Establishes meaningful partnerships with individuals from varied cultures, experiences, and viewpoints.
Belief in the model of community foundations and an unwavering commitment to racial equity.
Commitment to the philosophy of the Impact Group, bringing together all philanthropy at the Foundation.
Daily communication via phone.
Frequent extended hours in front of a computer screen with or without accommodation.
Regular group and public speaking engagements, and occasional activities occurring outdoors.

Nice To Haves

Certification such as CAP, CFP, CIMA.
Demonstrated knowledge of wealth management and financial services concepts, including investment and tax strategies.
Experience in major gifts, donor-advised funds, planned gifts and/or complex assets.

Responsibilities

Drive new business to the foundation by collaborating with wealth management advisors to understand the donor’s unique wealth, investment, and charitable giving goals.
Proactively engage and grow our network of professional advisors and qualify all professional advisors associated with donor funds.
Manage, recruit for, and engage our professional advisors council as the foundation’s premier advisor engagement tool.
Identify, develop, and promote strategies that expand the diversity of the foundation’s advisor networks.
Partner with advisor networks to produce content and thought leadership on aspects of racial equity in the advisor industry.
Facilitate robust Professional Advisors Council meetings that highlight charitable planning and philanthropic topics of importance to our community.
Facilitate professional advisor events such as the foundation’s Engaged Advisors.
Serve as the primary intake for new business inquiries from Professional Advisors.
Engage professional advisors as strategic partners to promote the foundation’s philanthropic services and encourage client referrals for new fund holders and planned giving prospects.
Collaborates with advisors to support their clients’ philanthropic goals, positioning the foundation as a trusted resource for customized giving solutions.
Serve as primary relationship manager for Advisor Managed Funds (AMF), including advisor onboarding, relationship management, and ongoing monitoring of fund activity and performance.
Partner with the investment operations role to complete due diligence on new AMF opportunities.
Participate in speaking engagements and networking events (e.g., with local estate planning councils) and identify opportunities to expand the foundation’s advisor audience.
Partner with the Communications team on the publication of the foundation’s quarterly e-newsletter for Professional Advisors.
Partner with the Communications team on the development of social media posts, including professional advisor-specific collated materials, and content.
Contribute to building and sustaining a positive departmental culture that supports commitment to team goals and core values and that fosters the development of individual leadership, accountability, and continuous improvement.
Work in collaboration with other Impact Group colleagues and the Communications staff to tell stories of impact for the community and for donor-specific reporting.
Work with Impact Group colleagues and Communication staff to incorporate advisors into events, convenings, and other opportunities for engagement.