Senior Philanthropic Advisor

U.S. Bank • Cincinnati, OH

1d

About The Position

The Senior Philanthropic Advisor serves as a dedicated advisor for selected high net worth and ultra-high net worth organization, individual, or family relationships within a specific market or region. This role involves close collaboration with other senior members of the relationship team to address all client needs related to philanthropic planning, wealth planning, estate planning, and wealth transfer. Key responsibilities include developing new and expanding existing wealth management relationships, with a particular focus on private foundations, endowments, planned giving programs, and other charitable entities. The advisor is expected to have an established professional network in the local and/or regional market and may have substantial travel requirements to provide services within a defined geographic territory.

Requirements

• Bachelor’s degree, or equivalent work experience
• 10 or more years of functional experience (recent consulting, accounting or legal experience with a major law or accounting firm or corporate fiduciary or nonprofit organization)
• Professional designation that may include, but is not limited to: JD, MBA, CPA, CTFA, CFP, Chartered Advisor in Philanthropy (CAP), Impact Philanthropy Advisor (IPA) and Certified Specialist in Planned Giving (CSPG) Certified 2164 Trainer, and/or Graduate of National Trust School Program

Nice To Haves

• Broad knowledge of the philanthropic, fiduciary, tax, and estate planning disciplines
• Experience drafting or reviewing charitable, estate, business or other planning documents for clients with net worth exceeding $10 million
• Well-developed communication skills
• Strong analytical and problem-solving skills
• Deep tact, diplomacy and people skills

Responsibilities

• Serves as a dedicated Philanthropic Advisor for selected high net worth and ultra-high net worth organization / individual / family relationships within a particular market or region
• Works closely with other senior members of the relationship team to meet all of client’s philanthropic planning, wealth planning, estate planning, and wealth transfer needs
• Responsible for developing new and expanding current wealth management relationships, with focus on private foundations, endowments, planned giving programs, and other charitable entities

Benefits

• Healthcare (medical, dental, vision)
• Basic term and optional term life insurance
• Short-term and long-term disability
• Pregnancy disability and parental leave
• 401(k) and employer-funded retirement plan
• Paid vacation (from two to five weeks depending on salary grade and tenure)
• Up to 11 paid holiday opportunities
• Adoption assistance
• Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
• Incentive and recognition programs
• Equity stock purchase
• Pension

What This Job Offers

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