Vice President - DAFs

February 25

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Foundation Source

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As the nation’s largest provider of foundation management services, we’re a trusted source for philanthropic expertise. We invest in industry-leading technology for private foundations and offer a configurable suite of administrative, compliance and advisory solutions that meet you where you are in your philanthropic journey.

Private Foundations • Foundations • Philanthropic Advisory • Foundation Administration • Philanthropy Technology

201 - 500 employees

📋 Description

• The Vice-President of Donor-Advised Fund (DAF) Execution is a key driver of innovation and strategic growth, leading high-impact improvement initiatives and coordinating cross-functional operations at an executive level. • This role is integral in ensuring the Charityvest DAF program not only excels in day-to-day operations but also scales effectively in alignment with its mission. • The position demands a forward-thinking strategist with a strong analytical mindset, a keen ability to solve complex problems, and a passion for driving change and efficiency within a dynamic environment. • Strong systems-thinking and adaptability will be essential for success. • Key Responsibilities: Own initiatives & convene forums essential to the operation and growth of the DAF program (35%). Manage program policies, guidelines, agreements, and terms alongside Charityvest Inc. outside counsel. Maintain records for the Charityvest, Inc. board of directors. Own and facilitate high-energy, purposeful meetings for the DAF-aligned team, including stand-ups, all-hands, offsites, and cross-functional events, driving engagement, collaboration, and alignment toward key goals. Champion operational improvement initiatives to streamline and enhance coordination across functions, focusing on scalability and optimization within the DAF business. Own and administrate business operations matters for Charityvest Inc. (as needed) Provide oversight & coordination on regular operations for the DAF program (35%). Establish quality standards in partnership with the Foundation Source operations group Provide oversight of critical daily/weekly/monthly financial ops tasks to ensure timely completion and quality (e.g., money movements, fraud prevention tasks, donor support/success, etc.) Manage ops triage escalations with the product and engineering teams Ensure completion of mandatory charitable compliance tasks Project manage regular accounting & finance tasks Deliver decision-input & backup support activity to other DAF program functions (20%). Facilitate synthesized input to product management roadmaps & priorities Offer input on business priorities and growth goals Provide backup support on advisor implementation & success Serve as backup DAF sales engineer in advisor partnership conversations Own & deliver ad hoc discrete projects to support continued program growth (10%). Carry out analysis projects to support specific strategic growth conversations. Direct discrete product marketing & marketing operations initiatives to promote our product(s) and improve growth efficiency. Conduct very occasional individual PR engagements re: DAFs, philanthropy, and fintech (e.g., articles in publications, podcasts, or public talks).

🎯 Requirements

• Wealth Management Experience: 5+ years in leadership roles within wealth management operations, with expertise in financial transactions, fund management, and optimizing workflows using proprietary tools. • Systems Thinking & Problem Solving: Ability to analyze complex systems, design long-term solutions, and balance operational efficiency with product-led strategies. • Product-Led Operations Mindset: Insight into how product-driven solutions can resolve operational challenges, with strong judgment on when product alignment is or isn’t effective. • Leadership & Team Development: Proven ability to lead, mentor, and develop teams, fostering a collaborative, customer-centric culture while driving operational improvements. • Strategic Vision & Execution: Capacity to see both the big picture and the details, ensuring initiatives align with broader goals while maintaining high-quality standards. • Seamless Coordination & Communication: Strong instinct for driving action and fostering alignment across stakeholders, with excellent communication skills to motivate and clarify goals. • Charisma & Emotional Intelligence: Ability to inspire, empathize, and understand the motivations of others, helping build strong relationships internally and externally. • Curiosity & Generosity Mindset: Natural curiosity about our financial product, coupled with a genuine desire to help donors advance their giving journeys.