Associate Director, Professional Advisor Relations

Associate Director, Professional Advisor Relations

Location: San Francisco, CA Department: Philanthropy and Gift Planning Type:
Limited-Term 6/30/28 Full-Time, Exempt Min.

Experience:

Mid-level

Semi-monthly (per pay period) compensation for this position in FY26 is: $7,241.46 per pay period

Organizational Result:

All people living in the San Francisco Bay Area are economically secure, rooted in vibrant communities and engaged in civic life.

We Value:

Anti-racism, Boldness, Equity, Racial Justice, and being Rooted in Community

The following sections are designed based on the Results Based Leadership for Racial Equity Framework that the Foundation uses to accomplish our work. As a learning organization, we expect staff to incorporate learning into their core work and the tasks related to the functional position. All staff should expect to devote time to learning activities related to our values and skillset development.

People managers should expect to spend a significant amount of time coaching, developing, and managing people with the balance of the time for all staff spent on relationship building internally and externally and achievement of outcome goals of role and foundation.

The Associate Director of Professional Advisor Relations is responsible for the strategy, management, and implementation of a professional advisor engagement plan that generates new business through 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.

The Associate Director is a member of the Gift Planning team, which is part of the larger Philanthropy and Gift Planning (PGP) Department. This role focuses mainly on engaging with external constituents, including investment managers, attorneys, tax professionals, family offices, and other wealth advisors.

The Associate Director of Professional Advisor Relations is a member of the Philanthropy and Gift Planning Department and reports to the Senior Director of Gift Planning. This position is primarily responsible for engaging with external stakeholders and relies upon the collaboration of all other foundation departments to accomplish its goals.

• Leads strategy development and implementation of outreach efforts designed to build and maintain a strong prospect/donor referral network from professional advisors.
• Supports the development and growth of partnerships with advisors and clients/donors who value being part of a generous community of changemakers in the Bay Area.
• Creates and executes a professional advisors engagement plan that will generate new client referrals, charitable funds, planned gift intentions, and outright gifts to SFF.
• Builds, expands, and deepens awareness of SFF and our philanthropic products and services within the Bay Area professional advisor community through multiple forms of communication, including 1:1 intro meetings, firm presentations, sponsorship, and membership opportunities, SFF newsletters, social media posts.
• Identifies and establishes new relationships with advisors and firms who serve UHNW and HNW individuals, families, and businesses.
• Develops and implements strategies to diversify advisor roster and attract new business from advisors and clients of color.
• Manages and engages SFF’s Professional Advisors Council, through quarterly meetings and other events.
• Creates, oversees, and evaluates the activities of the Emerging Advisors Network, including the annual philanthropy workshop.

• Collaborates with the Senior Director of Gift Planning and the Planned Giving Officer on building and strengthening advisor relationships.
• Identifies and implements innovative strategies, platforms and technical tools…