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The Director of Enterprise Program Success will lead growth strategies for a portfolio of enterprise clients by building trust with key stakeholders and executing structured account plans. They are responsible for driving incremental gift volume, product adoption, and financial advisor penetration through data-driven initiatives and cross-functional collaboration.

Lead strategic positioning and advisor enablement for sophisticated philanthropic opportunities and complex asset strategies for UHNW clients. Partner with cross-functional teams to create scalable playbooks and growth initiatives that translate complex planning concepts into compelling narratives.

The Client Account Representative serves as the primary point of contact for clients, managing financial transactions and ensuring compliance with philanthropic regulations. They are responsible for maintaining accurate client records, resolving issues, and collaborating with internal departments to improve program efficiency.