Director of Philanthropic Advisory

Bank of Montreal • Chicago, IL

10d • $102,000 - $190,000

About The Position

The Philanthropic Consultant will support the delivery of BMO’s philanthropic advisory services to High Net Worth (HNW) and emerging wealth clients. This role combines foundational knowledge of charitable planning with strong organizational and client service skills. The consultant will assist in creating values-based giving strategies, preparing client materials, and coordinating with internal partners to ensure a seamless client experience. This is a director-level advisory role with opportunities for growth dependent on the growth of the program.

Requirements

• Bachelor’s degree in Finance, Business, Nonprofit Management, or related field.
• 5+ years in wealth management, philanthropy, or nonprofit sector preferred.
• Experience researching and developing programmatic outcomes for philanthropic portfolios
• Familiarity with charitable giving strategies and tax considerations.
• Familiarity with root cause determination and theory of change methodologies
• Strong organizational skills and attention to detail.
• Experience implementing complex family structure governance models
• Excellent verbal and written communication skills.
• Ability to manage multiple priorities and work collaboratively.

Nice To Haves

• Chartered Advisor in Philanthropy® (CAP®) or Certified Financial Planner® (CFP®) – preferred but not required.
• Passion for philanthropy and social impact.
• Ability to synthesize complex concepts into clear, actionable steps.
• Strong interpersonal skills and client-centric mindset.

Responsibilities

• Assists senior advisors in preparing philanthropic plans, presentations, and impact reports.
• Supports client discovery processes by gathering data, researching charitable options, and drafting recommendations.
• Helps facilitate family conversations by preparing agendas and materials focused on legacy and purpose.
• Conducts research on charitable vehicles (DAFs, private foundations, charitable trusts) and summarizes tax implications for advisor review.
• Tracks trends in philanthropy and impact measurement to inform client strategies.
• Maintains internal knowledge resources and contributes to development of tools and templates.
• Works closely with Wealth Planners, Relationship Managers, and Investment Advisors to integrate philanthropy into holistic planning.
• Coordinates logistics for client meetings, webinars, and educational sessions.
• Supports internal training initiatives to elevate philanthropic literacy across teams.
• Ensures compliance with regulatory, legal, and ethical requirements related to charitable planning.
• Monitors client engagement metrics and assists in preparing dashboards and reports.
• Executes administrative tasks to deliver timely, accurate, and efficient service.

Benefits

• BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.
• To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

What This Job Offers

• Job Type: Full-time
• Career Level: Director