Head of Philanthropy Services

Join a team that values your ambition and empowers your growth

At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about. We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations. We are always looking for talented and motivated individuals to join our team. If you want to work for a company that values your contributions and supports your growth, we would like to meet you.

What You’ll Do

Build & Scale the Offering

• Design a comprehensive philanthropic offering, tailored to the highest priority needs of our clients
• Create standardized playbooks for multi-generational engagement, succession planning, and philanthropic education
• Establish processes and procedures for due diligence, governance frameworks, investment policy alignment, grantmaking operations, and tax/compliance oversight
• Survey and assess existing resources, needs, and opportunities across the firm
• Establish strategic third-party partnership, as needed

Business Development

• Work with wealth advisors and other members of our client service teams to pitch and close new philanthropic wealth management opportunities

• Represent the firm in the marketplace; publish thought leadership; elevate our market presence

Advise HNW / UHNW Clients & Family Offices

• Design and lead engagements with HNW and UHNW families to develop mission statements, giving strategies, legacy plans, and learning and development for rising generations, demonstrating discretion, empathy, and technical expertise

• Leverage your expertise to develop new client relationships, working with families who can benefit from Corient’s broad services

• Coordinate with legal/tax advisors to structure granting, giving strategies, and other complex vehicles
• Design and manage custom philanthropic initiatives (e.g., scholarships) as needed 
• Serve as an internal resource and external expert for our advisory teams

Governance, Compliance & Technical Excellence

• Advise on and implement governance best practices for private foundation committees; oversee adherence to private foundation rules
• Lead grant reviews and risk management frameworks
• Align philanthropic capital with investment teams to support PRIs/MRIs

Operational Leadership & Team Management

• Set KPIs for service delivery, grant throughput, and client satisfaction
• Partner across wealth advisers, investments, tax, wealth planning and wealth transfer, personal CFO, and corporate trust services to advise on and deliver integrated solutions

Qualifications

Experience

• 15+ years in strategic philanthropy or philanthropic management
• Proven success building and managing philanthropic platforms and advising HNW and UHNW families on complex, multi-generational strategies

Technical Acumen

• Deep technical knowledge of charitable vehicles (DAFs, private foundations, CRTs/CLTs), governance structures
• Strong command of grant operations, diligence, risk management, and measurement/learning

Client-Facing & Leadership Skills

• Exceptional presence with HNW and UHNW clients, family offices, and private foundations
• Demonstrated ability to lead cross-functional teams and influence senior stakeholders
• Superb communication—public speaking, program facilitation, and stakeholder management

Education & Credentials

• Bachelor’s degree required
• Professional designations (CFP, CPA, CAP®) are a plus

Physical Requirements

• This position requires the physical capabilities to work in an office environment, which may include prolonged periods of sitting at a desk and working on a computer. Corient seeks to make reasonable accommodations that enable individuals with disabilities to perform essential duties when possible.

• This position may require the ability to lift up to 15 pounds.

• This position is required to work onsite 4 days per week.

U.S. Eligibility Requirements

• Must be 18 years of age or older.

• Must have unrestricted work authorization to work in the United States. For U.S. employment opportunities, Corient hires U.S. citizens or permanent residents. Exceptions to these requirements will be determined based on shortage of qualified candidates with a particular skill. Corient will require proof of work authorization.

• Corient participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9.

• Must be willing to execute Corient’s Employee Agreement or Confidentiality and Non-Disclosure Agreement, which require, among other things, post-employment obligations relating to non-solicitation, confidentiality, and non-disclosure.

What You Can Expect from Us

Our dedication to the Employee Experience at Corient is aimed at supporting, empowering, and inspiring our talented team through:

• 401(k) Plan with Employer Matching 

• Four Medical Plan options that is generously subsidized by Corient

• Employer paid Dental, Vision & Life and AD&D Insurance 

• Employer paid Short-term & Long-term Disability  

• Paid Maternity & Parental Leave 

• Flexible Spending Accounts & Health Savings Accounts

• Dependent Care FSA 

• Commuter & Transit FSA 

• Corporate Discount Program - Perkspot 

• Training Reimbursement  

• Paid Professional Designations  

• Giving back to the community - Volunteer days

Corient is one of the fastest-growing wealth management platforms in the United States. We have over 40 offices located across the country that serve more than 15,000 clients and manage over $220 billion in client assets. We combine a boutique’s personal service, creativity and objective advice with the extensive resources and vast intellectual capital of an innovative industry leader to create a profoundly different wealth management experience for our clients.

Full participation of all employees in a safe, healthy and respectful environment is key to individual and company success. We are committed to fully utilizing the abilities of all our employees and expect each of our employees to honor this commitment in their daily responsibilities.

We are an equal opportunity employer. All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law.

This position description is intended to provide a general overview of the expectations and responsibilities of this position and may not include all tasks that may be assigned. As the nature of business demands change, so may the functions of this position. Additional duties and responsibilities may be assigned with or without notice.

Corient refers to the separate but affiliated entities under common control of Corient Holdings Inc. Client assets include all assets of Corient Holdings Inc., including majority- and minority-owned businesses.