Associate Director of Professional Advisor Relations

Associate Director, Professional Advisor Relationsu00a0 Location:u00a0San Francisco,u00a0CAu00a0Department:u00a0Philanthropy and Gift Planningu00a0Type:u00a0Limited-Termu00a06/30/28u00a0Full-Time, Exemptu00a0Min. Experience:u00a0Mid-levelu00a0 The Semi-monthly (per pay period) compensation for this position in FY26 is:u00a0$7,241.46u00a0per pay period Organizational Result:u00a0 All people living in the San Francisco Bay Area are economically secure, rooted in vibrant communities and engaged inu00a0civicu00a0life.u00a0 We Value:u00a0 Anti-racism, Boldness, Equity, Racial Justice, and being Rooted in Communityu00a0 The following sections are designed based on the Results Based Leadership for Racial Equityu00a0Framework (u00a0that the Foundation uses tou00a0accomplishu00a0our work.u00a0As a learning organization, we expect staff to incorporate learning into their core work and the tasks related to the functional position.u00a0All staff should expect to devoteu00a0timeu00a0tou00a0learning activitiesu00a0related to our values andu00a0skillsetu00a0development. Peopleu00a0managers shouldu00a0expect to spendu00a0a significant amount of timeu00a0coaching,u00a0developing,u00a0and managing people with the balance of the timeu00a0for all staffu00a0spent on relationship building internally and externally and achievement of outcome goals of role andu00a0foundation.u00a0 Position Summary:u00a0 The Associate Director of Professional Advisor Relationsu00a0is responsible foru00a0the strategy, management, and implementation of a professional advisor engagement plan that generates new business through the creation of new charitable funds, estate planning gift intentions, and direct contributionsu00a0tou00a0the San Francisco Foundation. This role works directly with professional advisorsu00a0and firmsu00a0looking for resources andu00a0expertiseu00a0for their clients.u00a0This roleu00a0serves as theu00a0lead staff person for the SFF Professional Advisors Council and the Emerging Advisors Network, andu00a0plans and executesu00a0outreach events and activities for the larger advisor community.u00a0Thisu00a0role is central to our efforts to encourage philanthropy in the Bay Area, and to advance our commitment to equity in the region.u00a0 Boundariesu00a0 The Associate Director is a member of the Gift Planningu00a0team, which is part of the larger Philanthropy and Gift Planning (PGP) Department.u00a0This role focusesu00a0mainly onu00a0engaging with external constituents, including investment managers, attorneys, tax professionals, family offices, and other wealth advisors.u00a0 Authorityu00a0 The Associate Director of Professional Advisor Relationsu00a0is au00a0member of the Philanthropy and Gift Planning Department and reports to the Senior Director of Gift Planning.u00a0This position isu00a0primarily responsible for engaging withu00a0external stakeholdersu00a0andu00a0relies upon the collaboration of all other foundation departments tou00a0accomplishu00a0its goals.u00a0 Roleu00a0 + Leads strategy development and implementation of outreach efforts designed to build andu00a0maintainu00a0a strong prospect/donor referral network from professional advisors.u00a0 + Supports the development and growth of partnerships with advisorsu00a0and clients/donorsu00a0who value being part of a generous community of changemakers in the Bay Area.u00a0 + Createsu00a0and executesu00a0a professional advisors engagement plan that will generate new client referrals, charitable funds, planned gift intentions, and outright gifts tou00a0SFF.u00a0 + Builds, expands, and deepensu00a0awareness of SFF and our philanthropic products and services within the Bay Area professional advisor communityu00a0through multiple forms of communication, including 1:1 intro meetings, firm presentations,u00a0sponsorship,u00a0and membership opportunities, SFF newsletters, social media posts.u00a0 + Identifiesu00a0andu00a0establishesu00a0new relationships with advisors and firms who serve UHNW and HNW individuals, families, and businesses.u00a0 + Develops and implementsu00a0strategiesu00a0to diversify advisoru00a0rosteru00a0and attract new business from advisors and clients of color.u00a0 + Managesu00a0and engagesu00a0SFFu2019s Professional Advisors Council, through quarterly meetings andu00a0otheru00a0events.u00a0 + Creates, oversees, and evaluatesu00a0the activities of the Emerging Advisors Network, including the annual philanthropy workshop.u00a0 Tasksu00a0 + Collaborates with the Senior Director of Gift Planning andu00a0the Planned Giving Officeru00a0on building andu00a0strengtheningu00a0advisor relationships.u00a0 + Identifiesu00a0and implements innovative strategies, platforms and technical tools that enable SFF to diversify our donor based and reach a broader network of advisors.u00a0 + Collaborates to develop and implement reporting and evaluation processes for the role.u00a0 + Tracks, measures, andu00a0demonstratesu00a0financial value of professional advisor relations.u00a0 + Collaborates across PGP and the Foundation to understand and articulate SFFu2019s value proposition to donors and advisors.u00a0 + Representsu00a0SFF at advisor meetings, continuing education seminars, and networking opportunities.u00a0 + Provides strategic direction and implementation for SFF-hosted events and training that relates to professional advisor engagement.u00a0 + Maintainsu00a0ongoing communications with the existing network of advisors, includingu00a0the advisor newsletter andu00a0mass communications and one-on-one interactions that support the overall strategy.u00a0 + Creates, oversees, and evaluatesu00a0the activities of the Emerging Advisors Network, includingu00a0the annualu00a0philanthropy workshop.u00a0 + Plansu00a0and coordinatesu00a0the annual Spring luncheon, with the collaboration of the Marketing Communications Department and other internal support.u00a0 + Documentsu00a0all external interactions in a complete andu00a0timelyu00a0manneru00a0in CRM.u00a0 + Maintainsu00a0up-to-date knowledge of SFF programs and priorities.u00a0 + Maintainsu00a0up-to-date knowledge of gift planning vehicles, currentu00a0events, and regulatory/legislative/tax policy issues in philanthropy.u00a0 Competencies & Qualificationsu00a0 + 5-7u00a0yearsu00a0of related experienceu00a0 + Related experience in wealth management, estate planning, accounting, professional service sales, communityu00a0foundation,u00a0or nonprofit planned giving/developmentu00a0 + Bacheloru2019s degree preferred, or equivalent and relevant experience preferred.u00a0 + Provenu00a0track recordu00a0in new business development, charitable gift planning, nonprofitu00a0fundraising,u00a0or other relationship-based professionu00a0 + Ability to understand and communicate finance, accounting, and investment strategies to a wide range of audiences, including donors and professionalu00a0advisorsu00a0 + Successfulu00a0track recordu00a0in the identification, cultivation, and solicitation of donors, clients, and/or high net worth individualsu00a0 + Ability to adjust the case for support depending on the variety of advisor-related interests andu00a0incentivesu00a0 + Willingness to meet with advisorsu00a0in personu00a0in a variety of settingsu00a0 + Understanding of community foundation business model, products, and servicesu00a0preferredu00a0 + Knowledge of nonprofit regulations, tax regulations, estate planning, and regulatory trendsu00a0preferredu00a0 + Familiarity with the San Francisco Bay Area professional advisorsu2019 communityu00a0 + Experience building relationships with professionalu00a0advisorsu00a0 + Mature interpersonal work style, ability to interact well with a diverse range ofu00a0professionalsu00a0 + Excellent written and verbal communication skillsu00a0 + Strong customer -service orientationu00a0 + Strong organizational skills and attention to detail and accuracyu00a0 + Willingness and ability to handle confidentialu00a0informationu00a0 + Intermediate to advanced computer/software skills, including Microsoft 365 (Outlook, Word, PowerPoint, Excel, & Teams) andu00a0Zoomu00a0 + Ability to learn, navigate and manage online platforms, including Smartsheetu00a0and Salesforceu00a0 We are dedicated to building a diverse,u00a0inclusive,u00a0and authentic workplace, so ifu00a0you areu00a0excited about thisu00a0role,u00a0but youru00a0past experienceu00a0does notu00a0align exactly with every qualification in the jobu00a0description, we encourage you to apply anyway. You may be just the right candidate for this or other roles.u00a0 Compensation:u00a0The San Francisco Foundation offersu00a0a very competitiveu00a0total compensation package including base compensation in alignment with our organizational budget size and rich medical and fringe benefits offerings. This position pays $7,241.46u00a0per pay period.u00a0You may read more about our compensation philosophy and benefits on theu00a0career page (.u00a0 Remote Work Policy:u00a0Theu00a0Foundation has adoptedu00a0a long-term hybrid in-person and remote work policy. Dedicated to its employee health and safety, The Foundation will continue to make decisionsu00a0in accordance withu00a0San Francisco Countyu00a0and California mandates.u00a0Employees mustu00a0resideu00a0or plan tou00a0relocateu00a0within the San Francisco Bay Area.u00a0 Requesting Accommodations:u00a0The Foundation is committed to the full inclusion of all qualified individuals. As part of this commitment, Theu00a0Foundation willu00a0ensure that persons with disabilities areu00a0providedu00a0reasonable accommodations. If reasonable accommodation is needed tou00a0participateu00a0in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact.u00a0 The San Francisco Foundation is an equal opportunity employer and encourages people of diverse backgrounds to apply.u00a0 Powered by JazzHR

Created: 2026-03-02