Careers | The Community Foundation of Greater Memphis

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The Community Foundation of Greater Memphis is hiring! We seek a Director of Professional Advisor Development.

The Community Foundation of Greater Memphis has been working to strengthen our community through philanthropy since 1969. The Community Foundation is a place where generous people from diverse backgrounds come together to make our community a better place. Collectively, they have created the largest grantmaker—public or private—in the Memphis area. We fulfill our mission by:

  • Developing and managing charitable funds and endowments, offering the highest level of service and expertise to individuals, families, and institutional donors and their successors;
  • Actively addressing the needs of the community by examining community issues, securing and distributing resources, advocating for positive change, and convening meetings and conversation which encourage donors and the community to respond; and
  • Encouraging philanthropy and the growth of charitable resources among individuals, families, businesses, and community institutions.

The Community Foundation has many audiences—donors, professional advisors, nonprofits, students seeking scholarships, and the public in general. 

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 vechicles 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.

A successful candidate will demonstrate:

  • Willingness to build rapport with people especially through email, over the phone, in group settings, and in one-on-one meetings;
  • Ability to work autonomously, with a flexible workday schedule. Attendance is expected at various early morning and evening Community Foundation events and professional organization meetings;
  • Willingness to problem-solve both individually and within the team;
  • Ability to take a proactive role in team efforts, promote cooperation and collaboration between team members, and encourage open communication across teams;
  • The initiative and responsibility necessary to manage a variety of projects simultaneously;
  • Organizational skills, self-motivation, and flexibility in changing circumstances;
  • Integrity, judgment, and discretion in working with confidential information;
  • Demonstrated interest in philanthropy and in serving community needs.

Additional Requirements

This position requires the candidate to work between 6-10 evenings a year at various Community Foundation events and between 10-13 evenings a year at various professional organization meetings.  

Salary

Competitive, plus benefits including paid time off and parental leave.

Reports to: Director of Development

Click here to apply.

Women and people of color are encouraged to apply. The Community Foundation of Greater Memphis follows an equal opportunity employment policy and employs personnel without regard to race, creed, color, ethnicity, national origin, religion, sex, sexual orientation, gender expression, age, physical or mental ability, pregnancy, veteran status, military obligations, and marital status.

 

The links below provide job listings from other nonprofits in the Memphis area.