Associate Director, Professional Advisor Relations and Philanthropic Planning
San Francisco Foundation - San Francisco, CA
Associate Director, Professional Advisor Relations and Philanthropic Planning Posted on April 23, 2026 The Associate Director of Professional Advisor Relations and Philanthropic Planning is responsible for business development through the creation, management, and implementation of a comprehensive professional advisor outreach and engagement strategy. This role focuses on building and sustaining relationships with professional advisors/firms to generate new business leads and prospects, resulting in the creation of new charitable funds, estate planning gift intentions, and direct contributions to the San Francisco Foundation. This role works directly with professional advisors and firms looking for resources and expertise for their clients. This role serves as the lead staff person for the SFF Professional Advisors Council and the Emerging Advisors Network, and plans and executes outreach events and activities for the larger advisor community. This role is central to our efforts to encourage philanthropy in the Bay Area, and to advance our commitment to equity in the region. #J-18808-Ljbffr San Francisco Foundation - San Francisco, CA
- ...Area. REPORTS TO : Director of Philanthropic Services POSITION... ...RESPONSIBILITIES The Associate Philanthropic Advisor, as an integral... ...Philanthropy and Gift Planning Department, is... ...services to donors related to fund management... ...donors and their professional advisors interested...Suggested
- ...Community, and Strategic Plan. At UC Berkeley, we... ...year to engage in professional development... ...Development and Alumni Relations (DAR) team at Berkeley... ...leadership and make philanthropic investments in support... ...Responsibilities The Associate Director, Undergraduate...SuggestedFull timeWork at officeFlexible hoursAfternoon shift
$31.25 - $35.09 per hour
...University Development and Alumni Relations - 65082 About Berkeley At... ..., and our Strategic Plan . At UC Berkeley, we believe... ...time per year to engage in professional development activities. To find... ...direction for the campus's philanthropic advancement strategies and strengthens...SuggestedHourly payWork at officeRemote work$85k - $100k
...Associate Director of Professional Development CAREER DEVELOPMENT OFFICE Classification: Class Code... ...students and alumni concerning career planning and job search strategies, as well... ...networking events; and Performs other related duties and responsibilities as may...SuggestedFull timeWork at officeFlexible hours- ...intersection of M&A and investor relations within the Superhuman... ...executives, investors, and advisors that align with our M&A priorities... ...diligence, and integration planning — in concert with other... ...home office, and more)Annual professional development budget and opportunitiesSuperhuman...SuggestedRemote workWork from homeWorldwideHome officeFlexible hours
- ...financial leadership within Corporate Planning & Analysis (P&A), partnering closely with... ...in Finance, Accounting, Economics, or related field required; MBA/CPA/CFA a plus.·#LI... ...and empowers people to be their best, professionally and personally. We serve a diverse consumer...Full timeSummer workFlexible hours
$25 - $30 per hour
...proactive Part-Time Coordinator to support the Professional Development and Engagement Center (PDEC)... ...and deadlines. Support event planning and execution for workshops, networking... ...Maintain accurate records and provide budget-related reports as requested. Support...Part timeInternshipLocal area10 hours per weekFlexible hoursAfternoon shift$169k - $188k
Associate Director, Philanthropic Advising About Us Climate Lead empowers... ...(also known as Advisors). By bridging the gap... ...deliverables (outreach plans, roadmaps, etc.),... ...accurate, professional, and strategically... ...philanthropy, donor relations, or high-touch client...Work at officeImmediate startWork from homeShift work- ...families based on needs related to banking,... ...Services Trust advisors discuss the needs... ...Estate services• Philanthropic services• Closely... ...and overall wealth planning goals.The Senior... ...clients and their professional advisors to... ...fiduciary considerations associated with complex...Full timeWork experience placementWork at officeRemote work
$256.2k - $320.2k
As Marqeta's Senior Director, Investor Relations, you will lead and evolve the company... ...calendar and investor day planning.Equity Story & Messaging:... .... Serve as a trusted advisor to senior leadership on how... ...processes, tools, and systems to professionalize and scale the IR function...Work at officeRemote workRelocationFlexible hours1 day per week$85k - $270k
...IMPACTAs a Family Office Advisor, you will be... ...comprehensive financial planning and strategic guidance... ...benefits, risk management, philanthropic planning, and cash... ...and strategic professional with a proven record... ...finance, accounting, or a related field. An advanced degree...Full timeTemporary workPart timeWork at office$80k - $105k
...on our Financial Services and Professional Services team lead... ...communications strategy, media relations, executive visibility, and client... ...excellence. They serve as trusted advisors to clients — from global... ...Develop integrated communications plans that drive brand visibility,...Permanent employmentFull timeSummer holidayWork at officeLocal areaRemote workFlexible hours2 days per week- ...The Vice President, Investor Relations is responsible for defining,... .... Lead the strategic planning and ongoing development of all... ...community. Serve as a strategic advisor to the CEO, CFO, and Executive... ...-side analysts, investment professionals, and current and prospective...Full time
- ...and inform investment and planning selections. At E3, you will... ...guidance. Internally, our Associate Directors take on a pivotal role to help... ...science, public policy or related field (or Bachelor's and equivalent... ...abundant opportunities for professional growth and invests...Full timeTemporary workFor contractorsWork experience placementWork at officeRelocation packageFlexible hoursShift work2 days per week3 days per week
$120k - $160k
...well as integrated planning and coordination... ...support, philanthropic planning, and family... ...administration, and related services,... ...environment for our professionals. Team members... ...Position Overview: The Associate Director, Client Advisory... .... As a trusted advisor, the Associate...Work at officeFlexible hours- ...Description Summary The Associate Director, Medical Affairs -... ...driving strategy development, planning, and execution of high-quality... ...matter expert on publication-related matters establishing strong... ...as a Medical Publication Professional (CMPP) desirable ~ Oncology...Full timeFor contractorsRemote work
- San Francisco Foundation is seeking an Associate Director of Professional Advisor Relations and Philanthropic Planning in San Francisco, CA. This role is pivotal in developing strategies to engage professional advisors and foster relationships that lead to new charitable...
$125k - $135k
Department: Alumni Relations & Development Salary/Grade... ...to the Executive Director of the West Coast Regional... ...Francisco. The Senior Associate Director of Major Gifts... ...meetings and form a plan of solicitation of donors... ...includes structured professional development through Plus...Work at officeRemote work3 days per week- Job Summary The Associate Director receives assignments in the form of objectives... ...and programs, develop plans to meet objectives and deliver... .... FS employs over 465 professional staff/contractors and manages... ...Qualifications Bachelor's degree in a related field and 7-10 years of...Contract workFor contractorsWork experience placementWork at office
$100k - $119k
...experienced and highly skilled Associate Director of STEM to lead and drive... ...of contact for all STEM-related matters in the CA region, and... ...and outcomes driven professional development that builds deep... ...classroom instruction and planning, delivering actionable feedback...Summer workLocal areaFlexible hours$180k - $230k
...strategic and experienced Associate Director, IT Vendor & Asset Management... ...This role blends strategic planning, financial accountability,... ...assess, and mitigate risks related to vendors, contracts, software... ...variety of factors such as professional background, training, work...Contract workWork experience placement$166k - $180k
...: President andSenior Director The proposed compensation... ...Overview of Role The Associate Director is... ...provides leadership in cost planning, commercial management... ...and/or Certified Cost Professional preferred. Knowledge and... ...non-technical documents related to cost management...Contract workFor contractorsWork at office$75k - $160k
...wealth management plans for ultra high... ...Our Private Wealth Advisors (PWAs) deliver an... ...estate planning, philanthropic planning and private... ...of academic and professional achievementFour... ...financial services, or related professional... ...RangeAt the Associate level, the expected...Full timeTemporary workPart time$162.5k - $227.5k
...OPPORTUNITYThe Research Strategic Planning & Operations (ReSPO) team... .... Reporting to the Senior Director, ReSPO, Vir Biotechnology is... ...project management professional to support both partnered and... ...geographic location, and other job-related factors.Vir Biotechnology's...Full timeRemote workWork visa3 days per week$152.7k - $334.1k
...involves high-level collaboration, strategic planning, and leadership to keep the Information... ...Security, Information Technology, or a related field. An equivalent combination of... ...Industry Knowledge: Familiarity with professional services businesses, such as consulting...Full timeSummer holidayLocal areaFlexible hoursShift work$100k - $130k
...ASSOCIATE DIRECTOR OF PHILANTHROPY Advancement Classification: Class... ...College to inspire meaningful philanthropic investments that expand... ...Edge NXT database Other related responsibilities as assigned... ...University of California Retirement Plan (a defined benefit plan)...Full timeWork at officeFlexible hours- ...look the same. Take advantage of Siegfried’s lucrative incentive plans and competitive base salary, which are part of our Total... ...sick time, paid holidays, 401k, profit sharing, allowance for professional development, and more! Learn more about our Total Compensation...Work at officeLocal areaImmediate start
$117k - $122k
Associate Director, Leadership Philanthropy 3 days ago Be among the first 25 applicants... ...Academy has a new strategic plan including three initiatives -... ..., project oversight, and professional development. Assign and prioritize tasks related to donor engagement, stewardship...Full time$425k
...Role Anthropic’s Investor Relations team is responsible for... ...broader financial community. The Director of Investor Relations will... ...board members, and external advisors. Interest in AI safety and... ...through coursework, training, or professional experience. Minimum years...Work at officeVisa sponsorshipFlexible hours- J.P. Morgan Advisors, the ultra-high net worth division of J.P. Morgan... ...financial strategies and plans that align with clients’... ...development strategy as it relates to goals-based planningGather... ...team members while maintaining professionalism in difficult...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Associate Director, Professional Advisor Relations and Philanthropic Planning. Be the first to apply!
- associate manager San Francisco, CA
- associate director clinical operations San Francisco, CA
- associate director communications San Francisco, CA
- associate director contracts San Francisco, CA
- associate business manager San Francisco, CA
- associate director marketing San Francisco, CA
- associate director San Francisco, CA
- associate executive director San Francisco, CA
- associate product manager web San Francisco, CA
- associate director compliance San Francisco, CA





