Charitable Solutions Officer III

Baird • Milwaukee, WI

4d • Hybrid

About The Position

We are seeking a highly motivated and experienced Charitable Solutions Officer III to join our team. The ideal candidate will be responsible for managing a book of business while providing mentorship and support to our Charitable Solutions Officers. This role requires a background in charitable giving principles, excellent communication skills, and the ability to work collaboratively in a fast-paced environment. This position offers flexibility with a hybrid work setup, with 4 days per week in our Milwaukee office and 1 day remote. The Impact You’ll Make: Develop and implement charitable giving strategies for clients, including family foundations, donor-advised funds, and charitable trusts. Manages a book of client accounts including investment agent accounts, split-interest trusts, and private foundations. Collaborate with clients, attorneys, and financial advisors to develop and execute charitable giving plans. Provide exceptional service to clients, addressing their needs and concerns promptly and professionally. Conduct research and analysis on charitable giving trends and best practices. Prepare and present reports on charitable giving activities and outcomes. Ensure accurate and timely record-keeping and reporting for all charitable giving activities. Assist in the development and implementation of marketing and outreach strategies to promote charitable giving services. Participate in client meetings and presentations to provide expertise on charitable giving strategies. Continuously improve processes and procedures to enhance efficiency and effectiveness.

Requirements

• High School diploma required or an equivalent combination of education, training, or experience.
• 5-7 years minimum experience in either a financial services or nonprofit development related industry.
• Strong knowledge of charitable giving strategies and trust administration.
• Excellent communication and interpersonal skills.
• Ability to manage multiple projects and meet deadlines.
• Proficiency in Microsoft Office Suite and trust administration software.
• Strong analytical and problem-solving skills.
• Ability to work independently and as part of a team.
• Attention to detail and a commitment to quality.

Nice To Haves

• Post secondary degree preferred.
• CAP® a plus

Responsibilities

• Develop and implement charitable giving strategies for clients, including family foundations, donor-advised funds, and charitable trusts.
• Manages a book of client accounts including investment agent accounts, split-interest trusts, and private foundations.
• Collaborate with clients, attorneys, and financial advisors to develop and execute charitable giving plans.
• Provide exceptional service to clients, addressing their needs and concerns promptly and professionally.
• Conduct research and analysis on charitable giving trends and best practices.
• Prepare and present reports on charitable giving activities and outcomes.
• Ensure accurate and timely record-keeping and reporting for all charitable giving activities.
• Assist in the development and implementation of marketing and outreach strategies to promote charitable giving services.
• Participate in client meetings and presentations to provide expertise on charitable giving strategies.
• Continuously improve processes and procedures to enhance efficiency and effectiveness.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED
• Number of Employees: 5,001-10,000 employees