Associate Director, Professional Advisor Relations and Philanthropic Planning
San Francisco Foundation - San Francisco, CA, San Francisco, CA, United States
Associate Director, Professional Advisor Relations and Philanthropic Planning
Posted on April 23, 2026
The Associate Director of Professional Advisor Relations and Philanthropic Planning is responsible for business development through the creation, management, and implementation of a comprehensive professional advisor outreach and engagement strategy. This role focuses on building and sustaining relationships with professional advisors/firms to generate new business leads and prospects, resulting in the creation of new charitable funds, estate planning gift intentions, and direct contributions to the San Francisco Foundation.
This role works directly with professional advisors and firms looking for resources and expertise for their clients. This role serves as the lead staff person for the SFF Professional Advisors Council and the Emerging Advisors Network, and plans and executes outreach events and activities for the larger advisor community. This role is central to our efforts to encourage philanthropy in the Bay Area, and to advance our commitment to equity in the region.
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Posted on April 23, 2026
The Associate Director of Professional Advisor Relations and Philanthropic Planning is responsible for business development through the creation, management, and implementation of a comprehensive professional advisor outreach and engagement strategy. This role focuses on building and sustaining relationships with professional advisors/firms to generate new business leads and prospects, resulting in the creation of new charitable funds, estate planning gift intentions, and direct contributions to the San Francisco Foundation.
This role works directly with professional advisors and firms looking for resources and expertise for their clients. This role serves as the lead staff person for the SFF Professional Advisors Council and the Emerging Advisors Network, and plans and executes outreach events and activities for the larger advisor community. This role is central to our efforts to encourage philanthropy in the Bay Area, and to advance our commitment to equity in the region.
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