Philanthropic Asset Manager, Director

5 days ago


Étreux, Hauts-de-France, United States State Street Full time
Charitable Asset Management Expertise

We are seeking an experienced Philanthropic Asset Manager, Director to join our team at State Street Global Advisors. This is a rare opportunity to work with a niche investment and administrative unit that provides specialized services for charitable organizations.

Key Responsibilities:
  • Develop and maintain strong relationships with clients while delivering high-quality service, accuracy, and timeliness.
  • Mentor, supervise, and train staff to ensure exceptional performance.
  • Evaluate team performance and execute performance management processes effectively.
  • Supervise tax engagements and provide tax planning, consulting, and compliance services to clients.
  • Analyze trusts and other documents to determine tax return filing requirements.
  • Participate in new business development activities and contribute value-added ideas to clients and the team.
  • Respond effectively to inquiries from team members, clients, and the IRS, keeping them informed of tax regulation developments and relevant facts.
Requirements and Qualifications:
  • Able to conduct independent research on planned giving-related tax topics and generate value-added ideas.
  • Show strong leadership and mentoring capabilities.
  • Bachelor's Degree in accounting or business administration.
  • CPA or Enrolled Agent preferred.
  • Seven to ten years of direct fiduciary tax experience, particularly with Charitable Remainder trusts and exempt organization.
  • Excellent written and verbal communication skills.
  • Able to work independently and collaboratively as part of a team.
  • Computer proficiency and experience working with OneSource Trust tax software, Trust accounting systems, and Global Plus.

The estimated salary range for this position is between $120,000 and $180,000 per year, depending on qualifications and experience. We offer a competitive benefits package and opportunities for professional growth.



  • Étreux, Hauts-de-France, United States AvalonBay Communities Full time

    AvalonBay Communities is seeking an experienced Asset Management Director to join its team. The ideal candidate will have a strong background in asset management, acquisition underwriting, or property management, preferably in the multifamily sector.The Director of Asset Management will be responsible for analyzing multiple aspects of long-term asset...


  • Étreux, Hauts-de-France, United States Massachusetts General Hospital(MGH) Full time

    Job SummaryWe are seeking a highly skilled and experienced Director of Philanthropy to join our team at Massachusetts General Hospital (MGH). As a key member of our Development Office, you will play a critical role in strengthening our philanthropic program and advancing our mission to provide exceptional patient care, innovative research, and world-class...


  • Étreux, Hauts-de-France, United States Boston Children's Hospital Full time

    Boston Children's Hospital is a world-renowned pediatric medical center dedicated to providing exceptional care to children from around the globe.About the JobWe are seeking a skilled Development Coordinator for Philanthropic Partnerships to support our Foundation Relations team. This role will play a crucial part in cultivating and stewarding relationships...


  • Étreux, Hauts-de-France, United States Partners Capital Full time

    Role OverviewWe are seeking a Portfolio Management Director to lead our Client CIO team in Boston. This role involves overseeing multi-asset class client portfolios and managing teams that drive portfolio growth.


  • Étreux, Hauts-de-France, United States Massachusetts General Hospital(MGH) Full time

    Job OverviewThis role is a critical part of our Development Office, focused on securing substantial philanthropic revenues from corporations and corporate foundations. As a Strategic Corporate Partnerships Director, you will identify, cultivate, solicit, and steward relationships with major corporate donors to further the mission of Massachusetts General...


  • Étreux, Hauts-de-France, United States State Street Corporation Full time

    Unlock Your Potential in a Dynamic Leadership RoleWe are seeking an experienced Research Director to lead our mult-asset investment solutions team. This is a critical role within our organization, driving innovative strategies designed to meet client objectives.Key Responsibilities:Owning strategy for the creation of models and signals that will be the...


  • Étreux, Hauts-de-France, United States WinnCompanies Full time

    Job SummaryWe are seeking a highly skilled Asset Management Specialist to join our team at WinnCompanies. This role will be responsible for supporting the company in connection with its investment and asset management activities.About UsWinnCompanies is a nationally recognized leader in apartment community management and development. Our team members are...


  • Étreux, Hauts-de-France, United States Merchants Capital Corp Full time

    Merchants Capital Corp is currently seeking a highly skilled Senior Asset Manager, Tax Credit Equity to join their team. This role will involve assisting a team in managing the portfolio of multifamily properties syndicated through the Low-Income Housing Tax Credit program. The main responsibilities of this position include asset monitoring, financial...


  • Étreux, Hauts-de-France, United States BRAVEN Full time

    Role OverviewWe are seeking a seasoned Strategic Regional Director for Corporate Partnerships to lead our efforts in launching and overseeing Braven's new Greater Boston Region. This individual will be responsible for building strong relationships with corporate, philanthropic, and nonprofit partners in Boston and the surrounding areas.Main...


  • Étreux, Hauts-de-France, United States Manulife Insurance Malaysia Full time

    Senior Manager, Audit and Advisory ServicesWe are a thriving, energetic, collaborative team dedicated to driving value and fostering a culture of excellence within Manulife. Joining our team means taking on a pivotal role in providing independent and objective assessments to strengthen governance, risk management, compliance, and internal control of a...


  • Étreux, Hauts-de-France, United States Appalachian Mountain Club Full time

    About the RoleWe are seeking a highly skilled and experienced Strategic Planned Giving Director to lead our planned giving program at the Appalachian Mountain Club. This is an exceptional opportunity for a motivated professional to drive strategic initiatives, secure major gifts, and advance relationships with donors and prospects.Job DescriptionThe...


  • Étreux, Hauts-de-France, United States Fidelity TalentSource LLC Full time

    Role OverviewAs a Product Strategy Manager, you will be part of the Product Strategy team at Fidelity Digital Assets. Your primary focus will be on defining product strategy and executing it through delivery of innovative products. The goal is to bring comprehensive, best-in-class offerings to market that advance the digital assets ecosystem.Key...


  • Étreux, Hauts-de-France, United States State Street Corporation Full time

    Company OverviewState Street Corporation is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation we're making our mark on the financial services industry. For more than two centuries, we've been helping our clients safeguard and steward the investments of millions of...


  • Étreux, Hauts-de-France, United States PNC Financial Services Group, Inc. Full time

    We are seeking an experienced Senior Asset Manager to join our team at PNC Financial Services Group, Inc.Job OverviewThis is a critical role within our Tax Credit organization, and the successful candidate will be based in one of our major locations, including Atlanta, Chicago, Portland, Boston, Louisville, or Pittsburgh.Key ResponsibilitiesOversee complex...


  • Étreux, Hauts-de-France, United States Mentor Technical Group Full time

    Job Description:Mentor Technical Group, a world leader in life science engineering and technical solutions, is seeking an experienced Reliability Engineer to join our team. As a key member of our technical group, you will be responsible for driving lifecycle asset management across strategic accounts and leading the Maintenance Excellence & Life Cycle Asset...


  • Étreux, Hauts-de-France, United States PNC Financial Services Group, Inc. Full time

    PNC Financial Services Group, Inc. seeks a Senior Asset Manager, Tax Credit to join their team in Atlanta, Chicago, Portland, Boston, Louisville or Pittsburgh.Job OverviewThe successful candidate will be responsible for overseeing portfolios and/or customer requests of high complexity, performing transaction analysis, and reviewing financial statements...


  • Étreux, Hauts-de-France, United States SoDA Full time

    About the RoleThis position is for a Business Analyst role on the Data Analytics team at a leading asset management firm. We are looking for someone with experience in FinTech and specifically asset management.Key ResponsibilitiesThe successful candidate will manage data sets, support the migration process to Snowflake, and collaborate closely with various...


  • Étreux, Hauts-de-France, United States Fidelity TalentSource LLC Full time

    Job Title:Vice President, Quant Development MAAbout the Role:Fidelity Investments is a leading provider of financial services and investment solutions. We are seeking an experienced Quantitative Development Leader to join our Asset Management Technology team.The Ideal Candidate:10+ years of experience in architecture, analytics, design, and development of...


  • Étreux, Hauts-de-France, United States WinnCompanies Full time

    Job Overview:">We are seeking a highly skilled Executive Asset Strategist to join our team at WinnCompanies. This role is ideal for an individual with experience in asset management, strategic planning, and leadership. The successful candidate will be responsible for overseeing the value-add asset management and reputation management of Winn-owned...


  • Étreux, Hauts-de-France, United States New England Legal Search Ltd. Full time

    Company OverviewNew England Legal Search Ltd. is a leading provider of legal services in the asset management industry.SalaryThe salary for this position is estimated to be between $175,000 and $225,000 per annum, based on industry standards and the candidate's level of experience.Job DescriptionWe are seeking a senior corporate lawyer with experience in...