Remote Otter LogoRemoteOtter

Vice President of Donor-Advised Funds (DAF) - Remote

Posted 3 weeks ago
Sales / Business
Full Time
Worldwide
$115000 - $160000/year

Overview

The Vice-President of Donor-Advised Fund (DAF) Execution is a key driver of innovation and strategic growth, leading high-impact improvement initiatives and coordinating cross-functional operations at an executive level. This role is integral in ensuring the Charityvest DAF program not only excels in day-to-day operations but also scales effectively in alignment with its mission. The position demands a forward-thinking strategist with a strong analytical mindset, a keen ability to solve complex problems, and a passion for driving change and efficiency within a dynamic environment. Strong systems-thinking and adaptability will be essential for success.

In Short

  • Own initiatives & convene forums essential to the operation and growth of the DAF program (35%)
  • Provide oversight & coordination on regular operations for the DAF program (35%)
  • Deliver decision-input & backup support activity to other DAF program functions (20%)
  • Own & deliver ad hoc discrete projects to support continued program growth (10%)

Requirements

  • 5+ years in leadership roles within wealth management operations
  • Ability to analyze complex systems and design long-term solutions
  • Insight into product-driven solutions for operational challenges
  • Proven ability to lead, mentor, and develop teams
  • Capacity to see both the big picture and the details
  • Strong instinct for driving action and fostering alignment
  • Ability to inspire and understand the motivations of others
  • Natural curiosity about financial products and a desire to help donors

Benefits

  • Competitive salary based on experience
  • Opportunity to lead and innovate in a growing field
  • Collaborative and customer-centric culture
  • Flexible working environment
Foundation Source Philanthropic Services logo

Foundation Source Philanthropic Services

Foundation Source Philanthropic Services is a leading provider of philanthropic services, specializing in supporting foundations with their tax and accounting needs. The company operates within a structured environment, emphasizing high-quality and precise work based on established standards and procedures. With a focus on delivering custom financial reports, managing complex financial transactions, and facilitating the onboarding of foundations onto their platform, Foundation Source is dedicated to ensuring accurate accounting and tax treatment for its clients. The organization values meticulous attention to detail, effective communication, and a commitment to continuous learning, making it an ideal workplace for professionals in the accounting and finance sectors.

Share This Job!

Save This Job!

Similar Jobs:

C.Z.I

Vice President of Data - Remote

Chan Zuckerberg Initiative

1 week ago

CZI is seeking a Vice President of Data to lead data strategy and management in biomedical science.

CA, USA
Full-time
Data Analysis
$363,000 - $581,000/year
Tripadvisor logo

Vice President of Data - Remote

Tripadvisor

17 weeks ago

Lead the data strategy and analytics efforts as the Vice President of Data at Viator.

Worldwide
Full-time
Data Analysis
Local Initiatives Support Corporation logo

Vice President of Fund Investments - Remote

Local Initiatives Support Corporation

1 week ago

Lead and innovate in impact-driven lending as the Vice President of Fund Investments at LISC.

USA
Full-time
Finance / Legal
$191,400 - $239,200/year

R.V

Vice President of Design - Remote

Red Ventures

3 weeks ago

The Points Guy is seeking a visionary VP of Design to lead a creative team and enhance user experiences across platforms.

USA
Full-time
Design
$185,000 - $275,000/year

G.G

Vice President of Finance - Remote

Goodway Group

1 week ago

The Vice President of Finance will oversee financial operations and lead the finance team to drive financial performance and support business growth.

Worldwide
Full-time
Finance / Legal