Job Description Summary

Uses limited knowledge and skills obtained through education and experience to source and manage the development and promotion of charitable giving strategies and philanthropic services for current and prospective clients and financial advisors. Assists with strategic marketing direction and creates tactical plans with substantial latitude for semi-reviewed actions or decisions. Provides comprehensive solutions to client philanthropic needs. Extensive contact with internal and external clients, nonprofit partners, potential collaborators, and senior-level management is required.

Job Description

Essential Duties and Responsibilities

• Coordinates with the assigned external Trust Consultant to develop a business plan that will achieve assigned goals related to charitable giving and philanthropic engagement.
• Assists in supporting targeted outreach campaigns through proactive calls (telephone/video) to Financial Advisors to raise awareness of Raymond James Charitable and drive new opportunities in donor-advised funds, charitable trusts, private foundations and other philanthropic vehicles.
• Manages the intake and development process for new charitable giving opportunities within the assigned region, including preparation and assembly of documentation for internal review.
• Responds to requests from Financial Advisors seeking support in presenting charitable solutions to clients and acts as a centralized resource for information related to Raymond James Charitable services.
• Schedules appointments and manages follow-up communications with advisors and clients.
• Reviews charitable giving instruments (e.g., donor-advised funds, charitable remainder trusts) to assess suitability and alignment with Raymond James Trust and Raymond James Charitable’s capabilities.
• Establishes objectives and develops processes and procedures to ensure efficient and timely workflow in charitable service delivery.
• Performs other duties and responsibilities as assigned.

Knowledge of

• IRS charitable giving rules, estate and gift tax implications, and relevant nonprofit regulations.
• Advanced concepts and practices of philanthropic planning and charitable trust administration.
• Fundamental investment concepts and financial planning strategies related to charitable giving.
• Principles of nonprofit finance and charitable organization operations.
• Financial markets, products, and the advisory process as it relates to philanthropy.
• IRS charitable giving rules, estate and gift tax implications, and relevant nonprofit regulations.
• Advanced concepts and practices of philanthropic planning and charitable trust administration.

Skill in

• Building and maintaining effective relationships with internal teams and external nonprofit partners.
• Communicating complex charitable strategies clearly and effectively.
• Demonstrating ethical integrity and a client-first mindset.
• Using standard office equipment and learning software applications, including donor management and charitable planning tools.
• Building and maintaining effective relationships with internal teams and external nonprofit partners.

Ability to

• Operate in a professional office environment with flexibility and attention to detail.
• Provide efficient service to internal and external clients with a focus on charitable goals.
• Collaborate across departments to support philanthropic initiatives.
• Facilitate meetings and discussions that incorporate diverse perspectives and charitable objectives.
• Analyze giving trends and apply insights to client strategies.
• Motivate and influence others toward philanthropic engagement.
• Communicate effectively with all levels of the organization, including senior leadership.
• Contribute to team efforts and ensure relevant information is shared and documented
• Operate in a professional office environment with flexibility and attention to detail.
• Provide efficient service to internal and external clients with a focus on charitable goals.
• Collaborate across departments to support philanthropic initiatives.
• Facilitate meetings and discussions that incorporate diverse perspectives and charitable objectives.
• Analyze giving trends and apply insights to client strategies.

Education

High School (HS)

Work Experience

General Experience - 7 to 12 months

Certifications

Travel

Less than 25%

Workstyle

Hybrid

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave.  Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.

 

 

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. 

We expect our associates at all levels to:
•  Grow professionally and inspire others to do the same
•  Work with and through others to achieve desired outcomes
•  Make prompt, pragmatic choices and act with the client in mind
•  Take ownership and hold themselves and others accountable for delivering results that matter
•  Contribute to the continuous evolution of the firm

At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates.  When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. 

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