Senior Philanthropic Strategist

Job Type

Full Time

Published

07/24/2018

Address

Malvern
Pennsylvania
United States

Description

Position: Senior Philanthropic Strategist

Reports to: Director of Philanthropic Services

Compensation: This is a full-time, exempt, grade 6 position

Date Available: September 2018


Purpose

 

To serve as a senior member of a team that fulfills the end-to-end philanthropic needs of our Premier ($1M+) client base, with a specific focus on clients $15M+.

 

Summary

 

Reporting to the Director of Philanthropic Services, the Senior Philanthropic Strategist (SPS) is responsible for delivering on a strategic plan to drive growth and sustainability among our largest accounts. The SPS is expected to support more junior, or less tenured, team members in cultivating and driving relationships, mitigating client risk, and cultivating growth opportunities. The SPS is expected to collaborate with other business units to integrate client needs and solutions to deliver a strategic platform to the Premier client base that is aligned with overall business needs and objectives.

 

A consultative, enthusiastic, personal and professional approach to Premier clients and targeted prospects, in support of Business Development, is expected to attract prospects and retain donors.

 

Responsibilities

-A lead individual contributor in the department who is responsible for developing and executing on a strategy to drive a relationship plan for Vanguard Charitable’s largest accounts ($15M+) in order to gain a deep understanding of the clients’ philanthropic plan for the purpose of retention and long–term growth. 

-Creates, manages, and executes a risk matrix to understand, strategize and deliver on a plan to reduce or mitigate risk within the book of business. Results are tracked and reported to the Board of VC quarterly.Understands

-Creates and drives an institutional approach to conducting in-depth annual reviews in the form of a face-to-face meeting, by phone or through video conference at least once a year. 

-Takes a holistic approach to managing relationships and develops a deep knowledge of what is driving donors’ gifting and granting patterns. 

-Regarded as trusted advisor by the donor and the donor’s interested parties.  

-Responsible for a percentage of the organization’s growth goals as dictated by the annual budget.

-Anticipates challenges and demonstrates accountability for client issues by accepting ownership throughout the problem resolution process, displaying proper judgment.   

-Serves as an advocate for clients, while balancing business objectives and priorities.

-Engages other internal or external subject matter experts as needed and leads interaction with donors as appropriate.  

-Resolve elevated calls/issues and complaints for Premier accounts and other situations as may be requested.  

-Maintain a high level of industry, tax, regulatory, and charitable giving knowledge through formal and informal training opportunities, while avoiding formal counsel and advice to clients/donors.

-Regarded as role model among peers across the business.

-Takes a “team one” approach within the Philanthropic Services Team.  

-Participates in special projects and other duties as assigned. 

 

Requirements

-Undergraduate degree or equivalent combination of training and experience

-A minimum of five years of exceptional client-relation skills required; professional background in the nonprofit sector a plus

-Collaborates effectively across the business, building and nurturing strong working relationships

-Conducts self with highest degree of professionalism and competence. 

-A quick and versatile learner

-Ability to work independently with minimal supervision

-Must be able to seek out, synthesize and understand key data and relationship elements that influence clients’ philanthropic decisions. 

-Ability to read an audience and flex professional style to maximize impact.

-Has a sense of urgency while maintaining professional composure

-High emotional intelligence and active listening, with the ability to flex and adapt based on the feelings of clients

-Strategic agility

-Strong and clear communicator; both written and verbal

-Strong organization and time management skills required

-Strong attention to detail

-Flexible and adaptable to changing work environments

-Solid knowledge of, and experience in the charitable giving “business”

-Ability and willingness to travel

-Successful completion of Chartered Advisor in Philanthropy within 18 months of starting position (CAP)

-Strong Microsoft Office skills

-Experience with a CRM strongly preferred

 

Key traits:

 

Strategic thinker

Proactive Problem-solver

Strong relationship builder (both internal and external)

Ability to provide mentorship

Ability to manage and resolve complex situations while remaining calm


Professional Level

None specified

Minimum Education Required

No requirement


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