Senior Philanthropic Advisor, Office of Alumni Relations & Development

About the role

The Senior Philanthropic Advisor provides gift planning expertise and strategy for top donors and prospects. Reporting to the Executive Director of Gift Planning, this role involves serving as a senior subject matter expert on complex charitable gift planning matters and leading gift planning strategy.

Responsibilities

• Serve as a senior subject matter expert on complex charitable gift planning matters
• Partner with chief development officers and prospect managers for assigned schools and units
• Develop and evaluate sophisticated gift planning strategies
• Advise on complex gift structures that advance University fundraising priorities

Requirements

• Bachelor’s degree required
• Minimum of seven (7) to nine (9) years of related work experience required in gift planning, legal, and financial or other similar settings with a focus on philanthropic planning
• Demonstrated experience working successfully with high-net-worth individuals and successful closure of principal-level planned gifts

Qualifications

• Advanced degree strongly preferred, such as J.D., LL.M., MBA, or other relevant graduate degree
• Professional designation such as Certified Financial Planner (CFP®), Chartered Advisor in Philanthropy (CAP®), Certified Trust and Fiduciary Advisor (CTFA), Chartered Financial Analyst (CFA®), or equivalent

Skills

• Proven experience in technical areas such as estate and wealth planning

Benefits

Salary Range: $165,000 - $180,000

Pay

Subject to business needs, the Office of Alumni Relations and Development supports a hybrid work arrangement for this position. Options will be discussed during the interview process.