Head Of Philanthropy Services

CI Financial Corp

Base: $175,000-$275,000 usd py; bonus/equity: not ...
Onsite
15+ years strategic philanthropy experience
Deep knowledge of charitable vehicles dafs foundations
Proven success building philanthropic platforms
The role involves designing a comprehensive philanthropic offering tailored to the highest priority needs of high- and ultra-high-net-worth clients

Job Summary

  • The role involves designing a comprehensive philanthropic offering tailored to the highest priority needs of high- and ultra-high-net-worth clients.
  • Candidates will advise families on mission statements, giving strategies, and legacy plans while coordinating with legal and tax advisors for complex structures.
  • The company offers a robust benefits package including employer-matched 401(k), generous medical subsidies, and paid professional designation reimbursement.

Matching Summary

The role involves designing a comprehensive philanthropic offering tailored to the highest priority needs of high- and ultra-high-net-worth clients.

Salary

Base: $175,000-$275,000 USD per year; Bonus/Equity: Not specified; Benefits: 401(k) match, medical/dental/vision/life insurance, parental leave

Skills & Requirements

Must-have

  • 15+ years strategic philanthropy experience
  • Deep knowledge of charitable vehicles DAFs foundations
  • Proven success building philanthropic platforms
  • Experience advising HNW and UHNW families
  • Strong command of grant operations and risk management

Nice-to-have

  • Exceptional public speaking and communication skills
  • Ability to lead cross-functional teams effectively
  • Demonstrated thought leadership in philanthropy
  • Superb stakeholder management capabilities

Key Requirements

  • Bachelor's degree required
  • Professional designations CFP CPA CAP are a plus
  • Unrestricted work authorization in the United States
  • Must be 18 years of age or older

Work Rights

Must have unrestricted work authorization to work in the United States

Tailored Resume

Cover Letter