Responsibilities

• Own positioning and messaging for sophisticated charitable planning and complex asset strategies
• Develop scalable playbooks, case studies, and frameworks for advanced advisor conversations
• Support strategic initiatives related to founders, liquidity events, concentrated positions, alternatives, and private business interests
• Help advisors and enterprise partners identify, position, and advance complex philanthropic opportunities
• Develop high-impact, advisor-facing materials that simplify advanced planning concepts into actionable insights
• Partner with business development and enterprise teams to influence and accelerate high-value opportunities
• Shape and contribute to thought leadership in advanced philanthropy and UHNW strategy
• Collaborate with Product Marketing, Enterprise teams, Charitable Strategists, Product, and business leaders
• Leverage AI to enhance speed, scale, and eff...