Senior Philanthropic Advisor
U.S. Bank, Cincinnati, OH, United States
Job Description
Serves as a dedicated Philanthropic Advisor for selected high net worth and ultra‑high net worth organization/individual/family relationships within a particular market or region. Works closely with other senior members of the relationship team to meet all of client’s philanthropic planning, wealth planning, estate planning, and wealth transfer needs. Responsible for developing new and expanding current wealth management relationships, with focus on private foundations, endowments, planned giving programs, and other charitable entities. Must have an established professional network in the local and/or regional market. This role has potentially substantial travel requirements, due to providing services within a defined geographic territory.
Basic Qualifications
Bachelor’s degree, or equivalent work experience
10 or more years of functional experience (recent consulting, accounting or legal experience with a major law or accounting firm or corporate fiduciary or nonprofit organization)
Professional designation that may include, but is not limited to: JD, MBA, CPA, CTFA, CFP, Chartered Advisor in Philanthropy (CAP), Impact Philanthropy Advisor (IPA) and Certified Specialist in Planned Giving (CSPG) Certified 2164 Trainer, and/or Graduate of National Trust School Program
Preferred Skills/Experience
Broad knowledge of the philanthropic, fiduciary, tax, and estate planning disciplines
Experience drafting or reviewing charitable, estate, business or other planning documents for clients with net worth exceeding $10 million
Well‑developed communication skills
Strong analytical and problem‑solving skills
Deep tact, diplomacy and people skills
Benefits
Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short‑term and long‑term disability
Pregnancy disability and parental leave
401(k) and employer‑funded retirement plan
Paid vacation (from two to five weeks depending on salary grade and tenure)
Up to 11 paid holiday opportunities
Adoption assistance
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
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Serves as a dedicated Philanthropic Advisor for selected high net worth and ultra‑high net worth organization/individual/family relationships within a particular market or region. Works closely with other senior members of the relationship team to meet all of client’s philanthropic planning, wealth planning, estate planning, and wealth transfer needs. Responsible for developing new and expanding current wealth management relationships, with focus on private foundations, endowments, planned giving programs, and other charitable entities. Must have an established professional network in the local and/or regional market. This role has potentially substantial travel requirements, due to providing services within a defined geographic territory.
Basic Qualifications
Bachelor’s degree, or equivalent work experience
10 or more years of functional experience (recent consulting, accounting or legal experience with a major law or accounting firm or corporate fiduciary or nonprofit organization)
Professional designation that may include, but is not limited to: JD, MBA, CPA, CTFA, CFP, Chartered Advisor in Philanthropy (CAP), Impact Philanthropy Advisor (IPA) and Certified Specialist in Planned Giving (CSPG) Certified 2164 Trainer, and/or Graduate of National Trust School Program
Preferred Skills/Experience
Broad knowledge of the philanthropic, fiduciary, tax, and estate planning disciplines
Experience drafting or reviewing charitable, estate, business or other planning documents for clients with net worth exceeding $10 million
Well‑developed communication skills
Strong analytical and problem‑solving skills
Deep tact, diplomacy and people skills
Benefits
Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short‑term and long‑term disability
Pregnancy disability and parental leave
401(k) and employer‑funded retirement plan
Paid vacation (from two to five weeks depending on salary grade and tenure)
Up to 11 paid holiday opportunities
Adoption assistance
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
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