Full-Time

Senior Philanthropic Advisor

Deadline 8/28/26
U.S. Bank

U.S. Bank

10,001+ employees

Offers banking, loans, mortgages, investment advisory

Compensation Overview

$134.3k - $164.1k/yr

+ Incentive and recognition programs + Equity stock purchase + 401(k) contribution + Pension

Cincinnati, OH, USA

In Person

The role may require substantial travel within a defined geographic territory.

Bachelor's

Category
Finance & Banking (1)
Required Skills
Financial analysis

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Requirements
  • A bachelor's degree or equivalent work experience is required.
  • At least 10 years of functional experience is required, including recent consulting, accounting, or legal experience with a major law or accounting firm, corporate fiduciary, or nonprofit organization.
  • A professional designation may include JD, MBA, Certified Public Accountant, Certified Trust and Financial Advisor, Certified Financial Planner, Chartered Advisor in Philanthropy, Impact Philanthropy Advisor, Certified Specialist in Planned Giving, Certified 2164 Trainer, or graduate of the National Trust School Program.
  • An established professional network in the local or regional market is required.
Responsibilities
  • Serve as a dedicated Philanthropic Advisor for selected high-net-worth and ultra-high-net-worth organization, individual, and family relationships within a particular market or region.
  • Work closely with senior members of the relationship team to meet clients' philanthropic planning, wealth planning, estate planning, and wealth-transfer needs.
  • Develop new and expand current wealth-management relationships, focusing on private foundations, endowments, planned-giving programs, and other charitable entities.
  • Provide services within a defined geographic territory, potentially requiring substantial travel.
Desired Qualifications
  • Broad knowledge of the philanthropic, fiduciary, tax, and estate planning disciplines.
  • Experience drafting or reviewing charitable, estate, business, or other planning documents for clients with net worth exceeding $10 million.
  • Well-developed communication skills.
  • Strong analytical and problem-solving skills.
  • Deep tact, diplomacy, and people skills.

U.S. Bank provides a wide range of banking and financial services for individuals, small businesses, and large corporations, including checking, savings, loans, mortgages, and investment advisory. Its products run through a network of physical branches and digital tools like a mobile app, enabling customers to open accounts, transfer funds, apply for loans, invest, and receive guidance. Revenue comes mainly from interest on loans, service fees, and advisory fees. The bank differentiates itself with a broad product lineup, accessibility, and inclusion, aiming to make banking easier and more accessible for people across the United States.

Company Size

10,001+

Company Stage

IPO

Headquarters

Minneapolis, Minnesota

Founded

1863

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Simplify Jobs

Simplify's Take

What believers are saying

  • Second-quarter 2026 revenue hit a record $7.7 billion, and guidance rose to 7%-9%.
  • BTIG produced $98 million revenue in its first month, beating internal expectations.
  • Amazon portfolio and BTIG should add roughly $275 million quarterly revenue by late 2026.

What critics are saying

  • BTIG integration costs $60 million in second half 2026 pressure margins and capital.
  • Cash-sweep litigation was dismissed, but brokerage fee practices remain a recurring plaintiff target.
  • Amazon and BTIG expansion concentrates execution risk; a weak quarter would expose management credibility.

What makes U.S. Bank unique

  • BTIG adds capital markets breadth in equity trading, ECM, and M&A advisory.
  • Elavon reaches 1.3 million customers and expands All-In-One payments across North America.
  • U.S. Bank now issues Amazon small-business cards, embedding itself deeper in merchant spend.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

401(k) Retirement Plan

Paid Vacation

Paid Holidays

Adoption Assistance

Paid Sick Leave

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