Vice President, Impact Advisory
Core
Senior philanthropic subject matter expert and trusted advisor leading sophisticated impact-focused client engagements for ultra-high-net-worth individuals, families, and institutions.
Role type
Senior IC Vice President, Impact Advisory
Builds
Holistic, customized philanthropic and impact strategies integrated with financial, investment, tax, and estate planning objectives.
Domain
Wealth Management / Philanthropy / Impact Investing
Deliverable
client delivery
Required skills
Philanthropic strategy and structuring, Ultra-high-net-worth client advisory, Impact investing and catalytic capital, Strategic planning and execution, Project management, Network cultivation
Preferred skills
Nonprofit leadership, Family governance, Blended finance, Scaling advisory practices
Technologies
N/A
Responsibilities
Lead impact-focused engagements for clients, Advise and facilitate across generations on values and legacy, Design and implement philanthropic strategies, Cultivate external networks of industry partners, Develop and elevate colleagues
Seniority
Senior, hands-on IC with mentorship
