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    Senior Philanthropic Relationship Manager - Malvern, United States - Career Blazers Nonprofit Search

    Career Blazers Nonprofit Search
    Career Blazers Nonprofit Search Malvern, United States

    1 week ago

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    Description

    Senior Philanthropic Relationship Manager



    Malvern, PA

    Hybrid



    Position Overview

    This role is a wonderful opportunity to be a part of a mission-based team in an organization dedicated to increasing philanthropic giving through donor advised funds. As the Senior Philanthropic Relationship Manager, you will be responsible for managing and delivering a strategic plan to drive growth and sustainability while also collaborating with other business units to integrate client needs and solutions.



    Responsibilities

  • Develop and execute a strategy to drive a relationship plan to gain a deep understanding of the clients' philanthropic plan for retention and long–term growth
  • Create and execute a risk/opportunity matrix to understand and deliver on a plan to mitigate risk and capitalize on opportunities within the portfolio
  • Create and drive an institutional approach to conducting in-depth annual reviews
  • Take a holistic approach to managing relationships and develop a deep knowledge of what is driving donors' gifting and granting patterns
  • Responsible for a percentage of the organization's growth goals as dictated by the annual budget
  • Demonstrate and leverage advanced knowledge of philanthropy
  • Anticipate challenges and demonstrate accountability for client issues
  • Identify opportunities and act on opportunities where the organization can better serve the needs of clients/prospects
  • Serve as an advocate for clients, while balancing business objectives and priorities
  • Support the team in achieving significant accomplishments with a positive impact on departmental result
  • 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
  • Contribute to corporate-wide talent-efforts

    • Qualifications

  • Undergraduate degree or equivalent combination of training and experience
  • 7+ years of exceptional client-relations skills required. Professional background in the nonprofit sector a plus
  • Successful completion of Chartered Advisor in Philanthropy within 18 months of starting position (CAP) a plus
  • Collaborate effectively across the business, building and nurturing strong working relationships
  • Must be able to seek out and understand key data and relationship elements that influence clients' philanthropic decisions
  • Ability to read an audience and flex professional style to maximize impact
  • Sense of urgency while maintaining professional composure
  • High emotional intelligence and active listening skills
  • Flexible and adaptable to changing work environments
  • Experience with Salesforce strongly preferred
  • Excellent interpersonal skills across all levels of staff
  • Ability to work independently and meet deadlines while multitasking
  • Excellent attention to detail, strong problem-solver, and strategic thinker
  • Ability to effectively engage with leaders and technical experts
  • Accustomed to highly unstructured and ambiguous situations
  • Ability to travel up to 10% domestically

    • Compensation

  • Salary: $90,000 - $100.000
  • 401k Retirement plan
  • Medical, Dental, and Vision Insurance
  • Generous paid time off



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