Advisor Relations Officer

Position: 
Advisor Relations Officer
Employment: 
Full time
Location: 
Denver, CO
Organization Name: 
The Denver Foundation
Job Description: 

ABOUT THE ORGANIZATION:

The Denver Foundation is the largest and most experienced community foundation in the Rocky Mountain West. For nearly 100 years, people in Metro Denver and across Colorado have trusted The Denver Foundation to steward charitable funds to meet today’s needs and tomorrow’s opportunities. In partnership with generous donors and community partners, we lead a community-wide effort to build a better future for everyone.

WHAT WE DO:

As a tax-exempt, nonprofit, philanthropic organization, The Denver Foundation stewards more than 1,000 funds established by generous donors. In partnership with the Foundation, our donors make gifts to organizations throughout the seven-county Metro Denver region, across Colorado, and beyond.

The Denver Foundation stewards a permanent endowment — The Fund for Denver — made up of charitable gifts from generations of generous people who care about Metro Denver. We invest these gifts for financial growth and use that income to fund our community impact grantmaking and programs.

WHAT IT MEANS TO WORK AT THE DENVER FOUNDATION:

The Denver Foundation's vision is a Metro Denver that is racially equitable in its leadership, prosperity, and culture, and we are a catalytic leader that engages critical issues and accelerates systems change.

To achieve this, we believe that all staff must be intentional in applying Equity, Inclusion, and Diversity to their practice. The ideal candidates for this position will be committed to racial equity.

WHAT IT MEANS TO WORK IN THE IMPACT GROUP:

The Denver Foundation’s Impact Group is responsible for delivering exceptional outcomes to drive the Foundation’s community leadership. The Impact Group is responsible for managing all aspects of the Foundation’s revenue development, donor stewardship, grantmaking, and leadership activities around public policy, evaluation and learning, and philanthropic leadership and engagement. The Impact Group is dedicated to leveraging philanthropy and generosity to help create a more racially equitable community, in which all residents have the opportunity for a high quality of life and a voice in their futures.

POSITION SUMMARY:

This Advisor Relations Officer is a front-line relationship manager and business development position, responsible for engaging and growing our professional advisor network. The Officer will work with other impact group colleagues to drive advisor relations activities across the Foundation.

RESPONSIBILITIES & ESSENTIAL FUNCTIONS

Professional Advisor Collaboration and Engagement (40%):

  • Engage and grow our network of professional advisors and qualify all professional advisors associated with donor funds
  • Manage, recruit for, and engage our Professional Advisors Council as the Foundation’s premier advisor engagement tool
  • Identify, develop, and promote strategies that expand the diversity of the Foundation’s advisor networks
  • Partner with advisor networks to produce content and thought leadership on aspects of racial equity in the advisor industry
  • Facilitate robust Professional Advisors Council meetings that highlight charitable planning and philanthropic topics of importance to our community
  • Facilitate professional advisor events such as the Foundation’s Fall Workshop and Philanthropy Leadership Awards
  • Develop a calendar of events and programs to engage advisors early in their career

Fundraising and Donor Services (30%):

  • In partnership with the Engaged Philanthropy and Philanthropic Investments teams, develop a comprehensive plan for increasing Professional Advisor services and opportunities at the Foundation
  • Serve as the primary intake for new business inquiries from Professional Advisors
  • Develop and solicit Professional Advisors for new gifts and funds
  • Partner with our Finance and Accounting team for Impact Committee approval and on-boarding of new Advisor Management Funds
  • Engage Advisor Management Fund managers as a distinct cohort to encourage the development of new funds
  • Produce annual notifications and monitor compliance with the cohort of investment advisors in the Advisor Management Fund program

Marketing and Promotion (20%):

  • Participate in speaking engagements and networking events (e.g., with local estate planning councils) and identify opportunities to expand the Foundation’s advisor audience
  • Partner with Communications on the publication of the Foundation’s quarterly e-newsletter for Professional Advisors
  • Partner with Communications on the development of social media posts, including professional advisor-specific collateral, materials, and content

Departmental Collaboration and Engagement (10%):

  • Contribute to building and sustaining a positive departmental culture that supports commitment to team goals and core values, and that fosters the development of individual leadership, accountability, and continuous improvement
  • Work in collaboration with other Impact Group colleagues and Communications staff to tell stories of impact for the community, and for donor-specific reporting
  • Work with Impact Group colleagues and Communication staff to incorporate advisors into events, convenings, and other opportunities for engagement
  • In collaboration with the Impact Project Manager ensure that technology and data are appropriately leveraged to track planned gifts, bequests, and pipeline

REQUIRED QUALIFICATIONS:

  • At least five years of experience in fundraising, planned giving, or financial services
  • Experience with volunteer committees, boards, or affinity groups
  • Knowledge and understanding of charitable giving products
  • Knowledge and understanding of the HNW wealth sector, and tools and strategies in working with advisors and families of inter-generational wealth
  • A learning orientation that’s focused on building a continuous improvement and learning culture through assessment of outcomes and promoting organizational change
  • Strong customer service orientation and excellent interpersonal and relational skills
  • Excellent verbal and written communication skills
  • Excellent problem-solving, organizational, and time management skills
  • High level of confidentiality and professionalism
  • Strong attention to detail and customer service orientation
  • An unwavering commitment to racial equity
  • Belief in the model of community foundations
  • Commitment to the philosophy of the Impact Group, bringing together all philanthropy at the Foundation
  • Ability to build relationships with people of diverse backgrounds, perspectives, and cultures

PREFERRED QUALIFICATIONS:

  • Certification such as CAP, CFP, CIMA or graduate MBA work
  • Experience in major gifts, donor-advised funds, planned gifts and/or complex assets
  • Knowledge of Foundant C-Suite, Crescendo, Blackbaud and or other CRM software for moves management purposes
  • Bilingual in English and Spanish (written and verbal)

WORK ENVIRONMENT: The position is based in an office environment with a mix of private offices and cubicles.

PHYSICAL DEMANDS:

  • Daily communication via phone.
  • Frequent extended hours in front of a computer screen with or without accommodations.
  • Regular group and public speaking.
  • Occasional activities occurring outdoors

ADDITIONAL ELIGIBILITY QUALIFICATIONS:

  • Must be authorized to work in the United States

OTHER DUTIES: Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this position. Duties, responsibilities, and activities may change at any time.

COMPENSATION: This is a full-time exempt position. The Denver Foundation offers a competitive benefits package including paid time off, retirement contribution, tuition assistance, and medical, life, and disability insurances. The starting salary for this position ranges from $65,000 to $75,000, depending upon experience.

APPLICATION PROCESS: Interested applicants should complete the application located on our Careers page at http://www.denverfoundation.org/About/Careers. Applications will be accepted until the position is filled.

THE DENVER FOUNDATION’S ANTI-DISCRIMINATION POLICY: The Denver Foundation shall not discriminate on the basis of race, color, religion (creed), gender, gender expression, age, national origin (ancestry), disability, marital status, sexual orientation, or military status, in any of its activities or operations. These activities include, but are not limited to, hiring and firing of staff, selection of volunteers, selection of vendors, and provision of services.

The Denver Foundation practices and champions inclusiveness in our community. We honor the diverse strengths, needs, voices, and backgrounds of all members of our community. Candidates from traditionally marginalized communities are especially encouraged to apply.