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!

RC100

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