About this role
Role Overview
- Advises existing clients on a wide variety of gift planning, gift investment, and program management issues
- Delivers high quality, comprehensive services to an assigned book of clients
- Develops plans to increase client engagement and solve client problems
Requirements
- 5+ years of Charitable Gift Planning experience
- 7+ years in Charitable Gift Planning or a related field preferred
- Strong written and verbal internal communications
- Experience in content creation and public speaking
Benefits
- Comprehensive Total Rewards package
- Superior retirement program
- Highly competitive health, wellness and work life offerings