Business Development Consultant

skillventory - A Leading Talent Research Firm

Charitable Planning Consultant engaging with advisors to increase their knowledge of charitable vehicles. Building relationships to promote philanthropic solutions in the United States.

Posted 6/17/2026full-timeRemote • New York • 🇺🇸 United StatesMid-LevelSenior💰 $110,000 - $225,000 per yearWebsite

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

salesfundraisingfinancial servicesestate planningtax planningtrust managementcharitable fundraisingplanned givingterritory managementtime management

Soft Skills

interpersonal skillscommunication skillsnetworking skillspublic speakingorganizational skills

Certifications & Qualifications

B.A. degreeB.S. degreeCFPCAP

Industry Keywords

Donor Advised Fundsphilanthropycharitable givingfinancial service intermediariesmutual funds401kvariable annuities

About the role

Key responsibilities & impact

engaging with advisors to increase their knowledge of Donor Advised Funds and efficient and effective charitable vehicles
building relationships with advisors and key partners to become their first call in philanthropy
responsible for collaborating with the advisors of current and future donors
growing the American tradition of charitable giving
protecting the brand and mission of the organization

Requirements

What you’ll need

Proven sales or fundraising track record
Interest/exposure to philanthropy, charitable fundraising and planned giving a plus
5 years Financial Service intermediary sales experience preferred (mutual funds, 401k, variable annuity wholesalers); estate/tax planning/trust experience a plus
B.A. or B.S. degree required, CFP and/or CAP preferred
Strong interpersonal, communication, and networking skills
Public speaking experience and skills
Solid time, territory management, and organizational skills

Benefits

Comp & perks

comprehensive health care coverage and emotional well-being support
market-leading retirement
generous paid time off and parental leave
charitable giving employee match program
educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career