Responsible for planning, defining, implementing, and overseeing a designated enterprise-focused program– specifically the Professional Advisor Strategy. Leads key initiatives to advance program goals while effectively communicating with internal and external stakeholders. Serves as a subject matter expert on designated program giving—driving institutional relationships forward across both current and future state priorities. Supports staff in integrating the designated program into solicitation campaigns by increasing awareness and enabling enterprise-wide engagement with targeted program audiences. Uses knowledge of trends and data analysis to advise strategies that diversify and elevate donors through various stages of giving, including (where appropriate) complex, planned, and/or high-wealth giving vehicles. Partners with leadership to ensure these efforts align with and support revenue-generating portfolios across the enterprise.
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Job Type
Full-time
Career Level
Senior