Position Summary

Under the direction of the Director of Development, the Director of Professional Advisor Development will work with professional advisors—including financial advisors, wealth planners/managers, attorneys, family offices, CPAs, tax professionals, insurance professionals and other trusted advisors—to ensure current and prospective donors can achieve their philanthropic goals through the Community Foundation. This position is responsible for:

• Overseeing the stewardship of existing—as well as creating new relationships—with professional advisors across the Mid-South;
• Developing content designed to build and maintain a strong referral network from professional advisors;
• Developing, along with the Director of Development, a planned giving program designed to enhance the work of the Community Foundation and provide an additional service to professional advisor partners;
• Designing and facilitating events for professional advisors, including continuing education events developed with other local partners;
• Facilitating Lunch and Learns with professional advisors to educate them on the services the Community Foundation offers their clients;
• Maintaining and monitoring the tax and regulatory environment that may impact estate planning and tax law as they relate to community foundations and/or charitable giving;
• Promoting the Community Foundation’s Navigator Society, and working to recruit new members;
• Other duties as assigned.

Qualifications

• Bachelor’s degree and/or at least 5 years related work experience,
• Direct experience in one or more related fields, and/or a degree or designation such as JD, CPA, CFP, CLU, ChFC, or CAP a plus;
• Knowledge of investments, gift planning, and charitable giving vehicles a plus;
• A track record of building relationships and closing significant philanthropic gifts or a comparable business development/sales record;
• Proficient computer skills – in particular, knowledge of Microsoft Office and database management – and a willingness to learn new software programs;
• Ability to communicate successfully with donors, both in person, on the telephone, and in writing;
• Ability to prioritize work, meet deadlines, and produce quality results.