Head of Philanthropy Services

CI Financial

23h•$175,000 - $275,000•Onsite

About The Position

Join a team that values your ambition and empowers your growth At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about. We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations. We are always looking for talented and motivated individuals to join our team. If you want to work for a company that values your contributions and supports your growth, we would like to meet you.

Requirements

15+ years in strategic philanthropy or philanthropic management
Proven success building and managing philanthropic platforms and advising HNW and UHNW families on complex, multi-generational strategies
Deep technical knowledge of charitable vehicles (DAFs, private foundations, CRTs/CLTs), governance structures
Strong command of grant operations, diligence, risk management, and measurement/learning
Exceptional presence with HNW and UHNW clients, family offices, and private foundations
Demonstrated ability to lead cross-functional teams and influence senior stakeholders
Superb communication—public speaking, program facilitation, and stakeholder management
Bachelor’s degree required
Must be 18 years of age or older.
Must have unrestricted work authorization to work in the United States.
For U.S. employment opportunities, Corient hires U.S. citizens or permanent residents.
Must be willing to execute Corient’s Employee Agreement or Confidentiality and Non-Disclosure Agreement, which require, among other things, post-employment obligations relating to non-solicitation, confidentiality, and non-disclosure.

Nice To Haves

Professional designations (CFP, CPA, CAP®) are a plus

Responsibilities

Build & Scale the Offering
Design a comprehensive philanthropic offering, tailored to the highest priority needs of our clients
Create standardized playbooks for multi-generational engagement, succession planning, and philanthropic education
Establish processes and procedures for due diligence, governance frameworks, investment policy alignment, grantmaking operations, and tax/compliance oversight
Survey and assess existing resources, needs, and opportunities across the firm
Establish strategic third-party partnership, as needed
Business Development
Work with wealth advisors and other members of our client service teams to pitch and close new philanthropic wealth management opportunities
Represent the firm in the marketplace; publish thought leadership; elevate our market presence
Advise HNW / UHNW Clients & Family Offices
Design and lead engagements with HNW and UHNW families to develop mission statements, giving strategies, legacy plans, and learning and development for rising generations, demonstrating discretion, empathy, and technical expertise
Leverage your expertise to develop new client relationships, working with families who can benefit from Corient’s broad services
Coordinate with legal/tax advisors to structure granting, giving strategies, and other complex vehicles
Design and manage custom philanthropic initiatives (e.g., scholarships) as needed
Serve as an internal resource and external expert for our advisory teams
Governance, Compliance & Technical Excellence
Advise on and implement governance best practices for private foundation committees; oversee adherence to private foundation rules
Lead grant reviews and risk management frameworks
Align philanthropic capital with investment teams to support PRIs/MRIs
Operational Leadership & Team Management
Set KPIs for service delivery, grant throughput, and client satisfaction
Partner across wealth advisers, investments, tax, wealth planning and wealth transfer, personal CFO, and corporate trust services to advise on and deliver integrated solutions