A family office for your family.
Director, Philanthropic Services
Location
United States
Posted
2 days ago
Salary
Not specified
Seniority
Lead
No structured requirement data.
Job Description
Why Work at Mercer Advisors?
For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.*
Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible.
Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country.
* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology here.
Position Summary
The Director of Philanthropic Services is responsible for delivering high-quality philanthropic advisory solutions to clients in partnership with financial advisors. This role supports the integration of charitable giving, legacy planning, and values-based strategies into comprehensive wealth management. The Director serves as a trusted advisor to clients and internal stakeholders, manages key philanthropic initiatives, and helps scale the firm’s philanthropic services offering through tools, education, and best practices.
Key Responsibilities
Client Advisory & Philanthropic Planning
- Advise high-net-worth and ultra-high-net-worth clients on charitable giving strategies aligned with financial, tax, and legacy goals
- Support client discovery and planning conversations related to values, impact, and multigenerational philanthropy
- Design and implement customized philanthropic plans, including multiyear giving strategies
- Participate in client meetings alongside financial advisors as a philanthropic subject-matter expert
Charitable Vehicles & Implementation
- Provide guidance on donor-advised funds (DAFs), private foundations, charitable trusts, and other giving structures
- Coordinate with clients’ attorneys, tax advisors, and external partners to execute philanthropic strategies
- Support nonprofit due diligence, grantmaking best practices, and impact evaluation
Advisor Partnership & Practice Support
- Partner closely with financial advisors to integrate philanthropy into holistic financial plans
- Serve as an internal resource on charitable planning strategies and trends
- Develop client-facing materials, tools, and frameworks to support philanthropic conversations
- Contribute to advisor training and internal education on philanthropic planning
Program & Initiative Management
- Support the development and execution of firm-wide philanthropic initiatives and client programs
- Help standardize processes, documentation, and service models for philanthropic services
- Track engagement, outcomes, and client adoption of philanthropic offerings
Compliance & Risk Management
- Ensure philanthropic advisory activities align with SEC, FINRA, IRS, and firm compliance requirements
- Adhere to firm policies related to disclosures, documentation, and fiduciary standards
- Stay current on regulatory, tax, and philanthropic best practices
Required Qualifications
- Bachelor’s degree required; advanced degree or certification preferred
- 7–10 years of experience in philanthropic advising, wealth management, nonprofit leadership, or related fields
- Strong knowledge of charitable giving strategies and philanthropic vehicles
- Experience working with high-net-worth clients
- Ability to collaborate effectively with financial advisors and external professionals
Preferred Qualifications
- Certified Advisor in Philanthropy (CAP®), CFP®, JD, CPA, or similar credential
- Experience in an RIA, private wealth management firm, family office, or trust environment
- Background in nonprofit governance, grantmaking, or foundation management
Core Competencies
- Client-focused, consultative approach
- Strong communication and relationship-building skills
- Strategic thinking with attention to detail and execution
- High level of discretion, integrity, and fiduciary awareness
- Ability to translate complex philanthropic concepts into practical guidance
- Passion for charitable impact and values-based planning
Benefits:
Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:
- Company Paid Basic Life & AD&D Insurance
- Company Paid Short-Term and Long-Term Disability Insurance
- Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
- Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
- Kaiser Medical plans available in California
- Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.
- Two comprehensive Dental Plans
- Vision Insurance Plan
- Dependent Care Savings Account for child and dependent care.
- 14 Company Paid Holidays including a full week off at Thanksgiving.
- Generous paid time off program for vacation and sick days
- Employee Assistance Plan
- Family Medical Leave
- Paid Parental Leave (8 weeks)
- Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.
- Adoption Assistance Reimbursement Program
- Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.
- 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option
- Pet Insurance
We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.
Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.
If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com. This inbox is for accommodation requests only.
For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights.
If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here.
CCPA Notice at Collection
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