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Advisor Relations Officer at PuzzleHR in US-CO-Denver
Job Description
Advisor Relations Officer
Position Overview
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.
This position centers around four primary areas of responsibility:
Professional Advisor Collaboration and Engagement (40%)
- 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.
Fundraising and Donor Services (40%)
- 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, relationship management, and ongoing monitoring of fund activity and performance.
- Partner with the investment operations role to complete due diligence on new AMF opportunities.
Marketing and Promotion (10%)
- Participate in speaking engagements and networking events (e.g., with local estate planning councils) and identify opportunities to expand the foundation’s advisor audience.
- Partner with the Communications team on the publication of the foundation’s quarterly e-newsletter for Professional Advisors.
- Partner with the Communications team on the development of social media posts, including professional advisor-specific collated materials, and content.
Departmental Collaboration and Engagement (10%)
- Contribute to building and sustaining a positive departmental culture that supports commitment to team goals and core values and that fosters the development of individual leadership, accountability, and continuous improvement.
- Work in collaboration with other Impact Group colleagues and the Communications staff to tell stories of impact for the community and for donor-specific reporting.
- Work with Impact Group colleagues and Communication staff to incorporate advisors into events, convenings, and other opportunities for engagement.
The ideal candidate is a confident relationship builder who enjoys developing new connections, cultivating professional networks, and turning relationships into meaningful business opportunities. You should be comfortable engaging with experienced financial and wealth management professionals and discussing charitable giving in the context of broader financial and family goals.
✨ The skills and experience to help grow philanthropic partnerships:
- Bachelor’s Degree or equivalent experience.
- Minimum of five years of business development experience.
- Experience with volunteer committees, boards, or affinity groups.
- Knowledge and understanding of charitable giving products
- Knowledge and understanding of the high-net-worth wealth sector and tools and strategies in working with advisors and families of inter-generational wealth.
- Experience using CRM systems for relationship management, prospect tracking, and moves management (e.g., C-Suite or similar platforms).
- Exceptional relationship-building and communication skills, with the ability to engage and cultivate professional networks.
- Excellent verbal and written communication skills.
- Highly organized and detail-oriented, with strong problem-solving and prioritization skills.
- Upholds strict confidentiality and exercises sound judgment in all professional interactions.
- Establishes meaningful partnerships with individuals from varied cultures, experiences, and viewpoints.
- Belief in the model of community foundations and an unwavering commitment to racial equity.
- Commitment to the philosophy of the Impact Group, bringing together all philanthropy at the Foundation.
Additional Certification and Experience We Value:
- Certification such as CAP, CFP, CIMA.
- Demonstrated knowledge of wealth management and financial services concepts, including investment and tax strategies.
- Experience in major gifts, donor-advised funds, planned gifts and/or complex assets.
Physical Requirements:
- Daily communication via phone.
- Frequent extended hours in front of a computer screen with or without accommodation.
- Regular group and public speaking engagements, and occasional activities occurring outdoors.
The Denver Foundation is an Equal Opportunity Employer
We do not discriminate on the basis of race, color, religion (creed), gender, gender expression, age, national origin (ancestry), disability, marital status, sexual orientation, or military status, in any of its activities or operations. These activities include, but are not limited to, hiring and firing of staff, selection of volunteers, selection of vendors, and provision of services.
The Denver Foundation practices and champions inclusiveness in our community. We honor the diverse strengths, needs, voices, and backgrounds of all members of our community. Candidates from traditionally marginalized communities are especially encouraged to apply.
📢 Grow Partnerships. Inspire Giving. Strengthen Community.
Bring your expertise in professional advisor relationships, business development, and client engagement to a mission-driven organization dedicated to strengthening our community through philanthropy.
Join The Denver Foundation and help create more opportunities for meaningful giving!
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