Advisor Relations Officer

Company:
The Denver Foundation

Position:
Advisor Relations Officer
Location: 1009 Grant Street, Denver, CO 80203
Compensation: $78,000 – $90,000 annually
Work Arrangement:
Hybrid | Onsite 2 Days per Week
Employment Type:
Exempt | Full-Time

Why join The Denver Foundation?

At The Denver Foundation
, you'll be part of an organization dedicated to inspiring people and mobilizing resources to strengthen our community. Guided by a vision of Metro Denver where leadership, prosperity, and culture are shaped by racial equity, we are committed to creating meaningful and lasting change.

As a proactive, collaborative, and resolute leader in reducing racial disparities, we bring together donors, community partners, and changemakers to address the region's most pressing challenges. Joining our team means contributing to impactful work that advances equity, strengthens communities, and helps build a more inclusive future for all.

For more information about The Denver Foundation, visit https://denverfoundation.org/

What We Offer:

Medical, Life, and Disability Insurance

Paid Time Off

Retirement Contributions

Tuition Assistance

Build Partnerships That Turn Charitable Goals Into Community Impact:

The Denver Foundation is seeking an Advisor Relations Officer to build and strengthen relationships within the professional advisor and wealth management community. This role is ideal for a relationship-driven business development professional who understands the intersection of wealth management, charitable giving, and long-term client relationships.

As a front-line relationship manager, the Advisor Relations Officer will work closely with wealth managers, financial advisors, estate planning attorneys, CPAs, and other professional advisors to generate new business, develop referrals, and connect advisors and their clients with customized philanthropic services.

This is an opportunity to use your professional network, business development skills, and knowledge of wealth management to help individuals and families achieve their charitable goals while creating lasting community impact.

• Drive new business to the foundation by collaborating with wealth management advisors to understand the donor’s unique wealth, investment, and charitable giving goals.
• Proactively engage and grow our network of professional advisors and qualify all professional advisors associated with donor funds.
• Manage, recruit for, and engage our professional advisors council as the foundation’s premier advisor engagement tool.
• Identify, develop, and promote strategies that expand the diversity of the foundation’s advisor networks.
• Partner with advisor networks to produce content and thought leadership on aspects of racial equity in the advisor industry.
• Facilitate robust Professional Advisors Council meetings that highlight charitable planning and philanthropic topics of importance to our community.
• Facilitate professional advisor events such as the foundation’s Engaged Advisors.

• Serve as the primary intake for new business inquiries from Professional Advisors.
• Drive new business to the foundation by collaborating with wealth management advisors to understand the donor’s unique wealth, investment, and charitable giving goals.
• Engage professional advisors as strategic partners to promote the foundation’s philanthropic services and encourage client referrals for new fund holders and planned giving prospects.
  • Collaborates with advisors to support their clients’ philanthropic goals, positioning the foundation as a trusted resource for customized giving solutions.
• Serve as primary relationship manager for Advisor Managed Funds (AMF), including advisor onboarding,…