Lead collaborative, structured discovery conversations with prospective clients and partners (corporate, advisor, institutional, and nonprofit) to understand their goals, values, governance needs, risk appetite, economics, and operational realities.
Translate complex needs into clear, practical DAF program options (typically 1–3), helping stakeholders understand roles, tradeoffs, risks, and implementation considerations so they can make confident, aligned decisions.
Design end-to-end DAF program architectures that balance ambition with feasibility, including sponsor and platform roles, contribution and distribution flows, custodial and investment design, fee structures, and operating workflows and SLAs.
Create client-ready narratives and materials (decks, memos, term outlines) that tell a compelling story, build trust, and move conversations toward action.
Partner closely with the Charityvest board, major donors, and specialized third parties (legal and tax counsel, impact intermediaries, international grantmaking partners) to co-design bespoke philanthropic solutions.
Stay engaged through early implementation and launch for complex or strategic wins, helping translate solutions into clear, executable plans with defined owners, milestones, and communication rhythms.
Develop and maintain reference architectures and playbooks for DAF programs across key segments (corporate, workplace, advisor-led, nonprofit, etc.).
Requirements
Deep, hands-on familiarity with donor-advised funds and philanthropic structures, developed in environments such as a DAF sponsor, financial institution, family office, advisory firm, or philanthropy / impact consulting organization.
Bachelor’s degree in a relevant field or equivalent professional experience required; advanced training or credentials (MBA, JD, or specialization in philanthropy or impact investing) are a plus.
Willingness to travel occasionally (approximately 5–10%) to support key clients and partners.
Experience navigating and shaping complex or non-standard philanthropic engagements, either directly or in close partnership with specialists, including recoverable grants, PRIs/MRIs, impact investments, guarantees, and international grantmaking.
A proven ability to lead nuanced client and stakeholder conversations, synthesize diverse perspectives, and guide groups toward clear, well-reasoned recommendations and decisions.
Strong solution design and systems-thinking skills, with a track record of turning ambiguity into structured options, transparent tradeoffs, and practical implementation plans.
Clear, confident communication skills, including executive presence and the ability to translate complex concepts into simple, accessible language for a wide range of audiences.
A highly collaborative working style, with comfort partnering across Sales, Client Success, Product, Legal/Compliance, and Operations, as well as coordinating external advisors and partners.
An ownership-oriented mindset, with the judgment and follow-through to stay accountable from early solution design through initial implementation and launch.
Comfort and curiosity in a dynamic, growth-oriented environment, where products, processes, and priorities continue to evolve and improve.
Benefits
Dedicated Workspace: Must have a home office or workspace that is free of distractions and interruptions to ensure productivity and focus during work hours.
Reliable Internet Connection: High-speed internet is required to support video conferencing, file sharing, and other work-related technology needs.
Travel: Must be able to travel occasionally for key client, partner, or internal meetings as needed.