As a trusted advisor, he/she manages a significant portfolio of prospects and develops long term relationships built on a firm understanding of clients’ interests, passions and values.
Works collaboratively with colleagues, volunteer leadership and professional advisors (attorneys, wealth advisors, accountants, and life insurance professionals).
The incumbent will lead initiatives identified as priorities in the JCF’s new Strategic Plan and will be groomed for senior opportunities. He/she will play a vital role in the organization’s continued growth at a particularly exciting time for the Foundation.
Education, Knowledge and Skills