Careers

Staff at The San Diego Foundation address the region’s most pressing challenges and identify opportunities by working with donors and partners to improve the quality of life for all San Diegans.

Thank you for your interest in the work of The San Diego Foundation. To learn more about our work and inquire about joining our team, contact jobs@sdfoundation.org.

Director, Professional Advisor Relations

We are seeking a dynamic person to be responsible for developing and maintaining relationships with the financial and professional advisor community in order to build a pipeline of referrals for TSDF. Through donor advised funds (DAFs), planned giving, and other philanthropic vehicles our mission is to inspire enduring philanthropy and enable community solutions. The Director will report to and work in collaboration with the Vice President, Chief Development and Stewardship Officer.

Qualities & Attributes

Proven track record in new business development resulting in significant client relationships and revenue.
Experience building relationships with professional advisors.
Have the desire to get out of the office and build external relationships to grow TSDF’s professional advisor network.
Ability to work independently and as an integral member of the Development & Stewardship team.
Possess a positive attitude, demonstrate presence, self-confidence, common sense, ability to actively listen and engage in goal-oriented conversation.
Thorough understanding of the San Diego professional advisor community.

Essential Duties and Principal Responsibilities include but are not limited to:

Develop strategies to identify and cultivate relationships with professional advisors such as estate planning attorneys, wealth advisors, financial advisors, tax professionals, private fiduciaries and real estate professionals to facilitate their client’s charitable goals at TSDF.

Cultivate relationships with professional advisors new to TSDF with a goal of establishing new funds with a focus on AMPlify (Asset Management Partnership), a customized investment strategy that enables wealth advisors and their clients to set up charitable accounts at The San Diego Foundation that are managed personally by a donor’s advisor.
Participate in meetings with professional advisors, and attend conferences, events and networking organizations to increase the visibility of TSDF and our back office philanthropic services and solutions.
Collaborate cross-departmentally to build a synergistic and systemized approach to new business development; develop compelling professional advisor outreach and resource materials.
Maintain up-to-date contact reports and outreach activity in TSDF’s Raiser’s Edge database to track professional advisor activity.
Lead the planning of TSDF events to engage the professional advisor community and serve as TSDF’s representative at industry events and groups within the community.
Meet or exceed referral resource development goals.

We are looking for:

Minimum of 5 years business development experience with a legal or financial services firm.
Knowledge of charitable giving vehicles.
Superior and effective interpersonal, written communication, and presentation skills.
Commitment to providing first class customer service to TSDF advisors and donors.
Ability to influence and get things done through others not reporting to you.
Bachelor’s degree required; advanced degree preferred. Certified Financial Planner or Chartered Financial Analyst credentials desirable.
A broad network of professional advisor contacts in San Diego County is a plus.

The San Diego Foundation offers an excellent benefit package and competitive compensation.

If interested in joining our team, please submit your resume and a cover letter to: jobs@sdfoundation.org

Please place Director, Professional Advisor Relations in the subject line.

MANAGER, COMMUNITY IMPACT

At The San Diego Foundation (TSDF), we value our diverse and experienced staff that are committed to our mission of improving the quality of life within our region. We strive to be an employer of choice, offering a competitive compensation package, and a professional and vibrant work environment.

The Early Childhood Initiative, Science & Technology program, and other programs at TSDF focus on inclusive growth, which involves the entire region in a vision for livability and prosperity. Aligned with The San Diego Foundation’s goal to deliver on the promise of a more vibrant future for all who call San Diego home, these programs support efforts that build a region with equitable pathways to success for all San Diegans.

The Manager supports the Early Childhood Initiative and Science and Technology program by coordinating strategic plans across programs, developing written communications, and enhancing operational efficiency. These efforts require strong communication skills, written content and the ability to develop and present information to a diverse set of community stakeholders. The position requires project management skills and expertise, including experience in coordinating the implementation of complex, cross-sector initiatives.

We are seeking an experienced Manager to support Community Impact’s strategic priorities, established by TSDF to maximize the impact of philanthropic investment in our region. This position reports to the Director, Community Impact and collaborates closely with all members of the Community Impact team.

Essential Duties and Principal Responsibilities include but are not limited to:

Project management:
- Map program activities to strategic goals, manage milestones
  Identify upcoming changes, support team engagement in collaborative problem-solving
- Support program budgetary and financial processes
- Maximize operational effectiveness
Craft data-driven documents and presentations that convey program goals and purpose. Develop and utilize data and narrative to frame and support goals.
Utilize your community knowledge, experience in regional efforts, and research to identify alignment and partnership opportunities related to the goals of The San Diego Foundation.
Support TSDF’s community leadership efforts by:
- Ensuring complex projects are managed efficiently, supporting communication and coordination
- Identifying and supporting alignment opportunities with appropriate local efforts and initiatives
- Communicating the appropriate message to support these efforts
Co-develop and support convening efforts that engage local thought leaders and community stakeholders on issues concerning equity, workforce development, and other relevant issues to raise awareness and facilitate collaboration
Support budgetary and related operational processes.
Improve the efficiency of processes and procedures to enhance quality and output.

EXPERIENCE AND SKILLS

Minimum five years of management-level experience in a comparable industry.
Outstanding project management skills, time management, attention to detail, and familiarity with project management software.
Experience engaging team members to problem-solve, build plans and coordinate timelines.
Strong verbal, interpersonal and written communications skills, including experience creating public-facing professional writing, documents, presentations, and related content.
Experience working with program budgets and related financial processes.
Willingness to regularly utilize databases and work with relationship management software.
The ability to construct and work across plans for multiple programs simultaneously while regularly meeting deadlines.
Knowledge of and experience working with organizations that address a range of issues facing the region, including but not limited to early childhood, health and human services, workforce development.
Experience and success in stewarding relationships with cross-sector partners, including governmental and non-profit partners.
Must be experienced and comfortable in a fast-paced, highly adaptive environment.
Team player with a professional and positive demeanor.
Knowledge, experience and proficiency with computer software applications required: MS Windows, Outlook, Word, Excel, and PowerPoint. Asana and Blackbaud experience preferred.

EDUCATION

Bachelor’s degree required

LANGUAGE SKILLS

Ability to read, write and speak English fluently

PHYSICAL DEMANDS

Able to sit for prolonged periods of time at meetings, desk, computer
Able to sit at a desk and view a computer screen for up to two hours
Able to speak into and use a telephone

WORK ENVIRONMENT

Non-smoking, professional office environment
Professional presentation and demeanor
Open office space with potential audio/visual distractions
Flexible work schedule that includes remote work
Multi-track workflow that requires the ability to prioritize and plan

SPECIAL CONDITIONS

Ability to work evenings and weekends as needed
Ability to periodically travel out of area

If interested in joining our team, please submit your resume and a cover letter (2-page maximum) clearly defining your response to the following two questions to: jobs@sdfoundation.org

Please describe your experience with project management and related software/systems. Please include reference to an initiative or program that you’ve helped lead to success and describe the role you played on that team.
Please highlight your experience working in the non-profit, governmental, philanthropic, or related field, and share what you see as top priorities for supporting children, youth and families in our region.

Please indicate in the Subject Line: Manager, Community Impact

Please direct all inquiries to: jobs@sdfoundation.org