Business Development Consultant

This is a fully remote position, open to applicants in New York.

📋 Description

• Engaging with advisors to enhance their understanding of Donor Advised Funds and effective charitable vehicles.

• Establishing relationships with advisors and essential partners to become their primary contact in philanthropy.

• Collaborating with the advisors of both current and prospective donors.

• Promoting the American tradition of charitable giving.

• Safeguarding the organization’s brand and mission.

⛳️ Requirements

• Demonstrated success in sales or fundraising.

• A background or interest in philanthropy, charitable fundraising, and planned giving is advantageous.

• Preferred 5 years of experience in Financial Service intermediary sales (including mutual funds, 401k, and variable annuity wholesalers); estate, tax planning, or trust experience is a plus.

• A B.A. or B.S. degree is required; CFP and/or CAP designation is preferred.

• Excellent interpersonal, communication, and networking abilities.

• Experience and skills in public speaking.

• Strong time management, territory management, and organizational capabilities.

🏝️ Benefits

• Comprehensive health care coverage along with emotional well-being support.

• Market-leading retirement plan.

• Generous paid time off and parental leave.

• Employee match program for charitable giving.

• Educational assistance that includes student loan repayment, tuition reimbursement, and resources for career development.