Sr. Philanthropy Advisor Specialist

Confidential Company  •  San Francisco, CA

11 - 15 years experience  •  Financial Services

$160K $180K
Posted on 03/14/18
Confidential Company
San Francisco, CA
11 - 15 years experience
Financial Services
$160K $180K
Posted on 03/14/18

We are an executive search firm who has been hired to identify a Sr Philanthropic Advisory Specialist in San Francisco!

Sr Philanthropic Advisory Specialist Ideal Candidate:

10+ years experience in fiduciary/trust (work, education, military)

MBA or JDdegree

Chartered Financial Analyst (CFA)

Certified Trust & Financial Advisor (CTFA)

Knowledge of fiduciary law & regulations, philanthropy, and foundation management

Networking experience within the local market

Experienceworking with high net wort clients ($5million+)

Strong passion for philanthropy

Experienceworking with family philanthropy 

CAP Designation 

Sr Philanthropic Advisory Specialist Job Description:

Serves as Fiduciary expert providing knowledge to wealth transition, financial planning, investment management, & estate matters to clients 

Team lead who solidifies relationships between business partners, clients & Centers of Influence 

Creative thinker who analyzes clients financial situation & gives solutions


?and much more!

If you meet all the requirements for the Sr Philanthropic Advisory Specialist position, submit your resume! If qualified, we will provide you with further information!


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