Vacancy Description
Responsibilities
- Own positioning and messaging for sophisticated charitable planning and complex asset strategies
- Develop scalable playbooks, case studies, and frameworks for advanced advisor conversations
- Support strategic initiatives related to founders, liquidity events, concentrated positions, alternatives, and private business interests
- Help advisors and enterprise partners identify, position, and advance complex philanthropic opportunities
- Develop high-impact, advisor-facing materials that simplify advanced planning concepts into actionable insights
- Partner with business development and enterprise teams to influence and accelerate high-value opportunities
- Shape and contribute to thought leadership in advanced philanthropy and UHNW strategy
- Collaborate with Product Marketing, Enterprise teams, Charitable Strategists, Product, and business leaders
- Leverage AI to enhance speed, scale, and eff...
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