About The Role
We are seeking a highly motivated and experienced Charitable Solutions Officer III to join our team. The ideal candidate will be responsible for managing a book of business while providing mentorship and support to our Charitable Solutions Officers. This role requires a background in charitable giving principles, excellent communication skills, and the ability to work collaboratively in a fast-paced environment.
This position offers flexibility with a hybrid work setup, with 4 days per week in our Milwaukee office and 1 day remote.
The Impact You’ll Make
- Develop and implement charitable giving strategies for clients, including family foundations, donor-advised funds, and charitable trusts.
- Manages a book of client accounts including investment agent accounts, split-interest trusts, and private foundations.
- Collaborate with clients, attorneys, and financial advisors to develop and execute charitable giving plans.
- Provide exceptional service to clients, addressing their needs and concerns promptly and professionally.
- Conduct research and analysis on charitable giving trends and best practices.
- Prepare and present reports on charitable giving activities and outcomes.
- Ensure accurate and timely record-keeping and reporting for all charitable giving activities.
- Assist in the development and implementation of marketing and outreach strategies to promote charitable giving services.
- Participate in client meetings and presentations to provide expertise on charitable giving strategies.
- Continuously improve processes and procedures to enhance efficiency and effectiveness.
What You’ll Bring To Baird
- High School diploma required or an equivalent combination of education, training, or experience. Post secondary degree preferred.
- 5-7 years minimum experience in either a financial services or nonprofit development related industry.
- CAP® a plus
- Strong knowledge of charitable giving strategies and trust administration.
- Excellent communication and interpersonal skills.
- Ability to manage multiple projects and meet deadlines.
- Proficiency in Microsoft Office Suite and trust administration software.
- Strong analytical and problem-solving skills.
- Ability to work independently and as part of a team.
- Attention to detail and a commitment to quality.
