Apply on Employer Site

Corient · 1 day ago

Head of Philanthropy Services

New York, NY

Full-time

Onsite

Director/Executive

$175K/yr - $275K/yr

15+ years exp

Corient is seeking a Head of Philanthropy Services to design, launch, and oversee their philanthropic advisory capability. The role involves engaging with high-net-worth clients, developing tailored philanthropic offerings, and collaborating with various teams to deliver integrated solutions.

AdviceConsultingWealth Management

Responsibilities

Design a comprehensive philanthropic offering, tailored to the highest priority needs of our clients

Create standardized playbooks for multi-generational engagement, succession planning, and philanthropic education

Establish processes and procedures for due diligence, governance frameworks, investment policy alignment, grantmaking operations, and tax/compliance oversight

Survey and assess existing resources, needs, and opportunities across the firm

Establish strategic third-party partnership, as needed

Work with wealth advisors and other members of our client service teams to pitch and close new philanthropic wealth management opportunities

Represent the firm in the marketplace; publish thought leadership; elevate our market presence

Design and lead engagements with HNW and UHNW families to develop mission statements, giving strategies, legacy plans, and learning and development for rising generations, demonstrating discretion, empathy, and technical expertise

Leverage your expertise to develop new client relationships, working with families who can benefit from Corient’s broad services

Coordinate with legal/tax advisors to structure granting, giving strategies, and other complex vehicles

Design and manage custom philanthropic initiatives (e.g., scholarships) as needed

Serve as an internal resource and external expert for our advisory teams

Advise on and implement governance best practices for private foundation committees; oversee adherence to private foundation rules

Lead grant reviews and risk management frameworks

Align philanthropic capital with investment teams to support PRIs/MRIs

Set KPIs for service delivery, grant throughput, and client satisfaction

Partner across wealth advisers, investments, tax, wealth planning and wealth transfer, personal CFO, and corporate trust services to advise on and deliver integrated solutions

Qualification

Philanthropic managementCharitable vehicles knowledgeGrant operations expertiseClient-facing skillsPublic speakingLeadership skillsBachelor's degreeProfessional designations