Director Of Client Relations And Assistant Treasurer

Position Director of Client Relations and Assistant Treasurer

Company The Catholic Community Foundation of Los Angeles (“CCF-LA”) https://catholiccf-la.org/

Location Los Angeles, CA

Reporting Relationship President and Executive Director

COMPANY BACKGROUND

The Catholic Community Foundation of Los Angeles empowers charitable individuals and organizations across cultures and generations through professional philanthropy management solutions that allow clients to develop and sustain their philanthropy in support of Catholic values.

CCF-LA combines professionals with over a half century of philanthropic endeavors, trusts, and money-management operations that have faithfully served the Catholic community. Incorporated in April 2014 and filed for charitable status in November 2014, a team of highly respected financial and legal minds came together to form CCF-LA’s Founders Board. Several entities heard about this effort and offered to move their financial assets to the new foundation, providing an initial funding of over $100 million and by the end of the first year had created one of the largest Catholic community foundations in the United States with assets under management of $189 million.

For the fiscal year ended December 2020 (unaudited as of this writing), CCF-LA had over $451 million in assets under management held in 233 funds, the value representing a 25% increase over the prior year. Assets under management have grown dramatically since CCF-LA’s inception in 2014 and continue to grow under the leadership of an exceptional team. Most important - CCF-LA made 398 grants (a 40% increase over 2019) totaling $43.1 million (a 29% increase over 2019). The tremendous growth has been a clear signal that the word is getting out about CCF-LA’s commitment to superior client service and to their mission, and the trust and investment by clients in what CCF-LA stands for and how they serve the community.

Please visit https://catholiccf-la.org/wp-content/uploads/2020/05/CCFLA-2019-ASA.pdf to view CCF-LA’s full 2019 Annual Statement of Accountability and learn more about the tremendous work of the Foundation.

KEY RESPONSIBILITIES

The Director of Client Relations and Assistant Treasurer reports to the President and Executive Director and primarily supports the cultivation and management of individual client charitable funds for CCF-LA. This position will primarily focus on communications with high-net-worth individuals. CCF-LA products include Donor-Advised Funds, designated endowments, scholarship programs and funds related to gift-planning products spanning multiple generations. Additional responsibilities include treasury operations related to account management of funds, program management for designated funds, developing of new products, and providing information on investment options for pooled funds offered by CCF-LA.

Key responsibilities include:

Client Relations

• Manage existing client relations, review gifts and grants. Create collaborative relationships.
• Ensure client files and records are accurately maintained and updated in the CCF-LA donor and prospect database.
• Maintain an effective communication and calling schedule to include periodic reviews of the relationship including assets under management, investment options and granting activity.
• Work closely with Board members to cultivate and build relationships.
• Be creative in identifying and recommending new ways to expand existing relationships and cultivate new business through these relationships.
• Support efforts to develop new clients by creating a strategic plan for each identified individual prospect.
• Direct research on CCF-LA prospects and maintain accurate and confidential files.
• Meet and make presentations to individual prospects, maintaining effective communications including records of visits, call reports, and follow-up assignments.
• Draft proposals and fund documents.

Assistant Treasurer

• Approve transactions in accordance with CCF-LA Board approvals and signature authority, per the by-laws.
• Assist in processing contributions and client grant recommendations - data entry, transaction approvals, banking transactions and client communications.
• Recommend and approve funding sources for client-advised grant funding.

Program Management

• Review and approve grants from designated funds and ensure grantee compliance as required.
• Recommend new programs; work with clients and grant beneficiaries to expand program offerings.

General

• Prepare and deliver presentations as needed to the CCF-LA Board and Board Committees regarding activities.
• Participate in strategic planning, annual and long-term focus.
• Recommend, maintain and track budgets associated with this function.
• Work in a team environment to keep a follow-up system on all action items.
• Attend and participate in Staff and Department meetings.
• As requested, cultivate assigned organizational clients and prospects, write proposals, make presentations to Boards of prospects and clients, and diligently follow up.
• Support CCF-LA special events.
• Perform other related duties as requested.

PROFESSIONAL EXPERIENCE AND QUALIFICATIONS

Qualifications

The ideal candidate will have a minimum 10 years of experience in working with high-net-worth clients in a financial services environment. Experience and knowledge of financial markets is important.

Additional requirements include:

• Demonstrated excellence in research, verbal, writing, and presentation skills.
• Exceptional interpersonal and communication skills.
• Demonstrates confidence and financial acumen in working with all stakeholders.
• Well-developed interpersonal skills; ability to get along with diverse personalities.
• Experience and knowledge of working with individuals in Catholic philanthropy, a “big -plus”.
• A team player, high energy, and passionate about the mission of CCF-LA and the Catholic Church.
• A “self-starter” who is goal-driven to achieve individual and team objectives.
• Entrepreneurial spirit with a strong work ethic – “can do” and “get the job done” attitude.
• A creative, strategic thinker, and a good listener.
• Relational database experience. Proficiency in Microsoft Office including Outlook, Word, Excel, and PowerPoint.
• Sensitivity to confidential information and the needs of those served by CCF-LA.

EDUCATION

• A bachelor’s degree or equivalent work experience in this field.

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