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Any Employment Agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become property of Tolleson Wealth Management and that Tolleson Wealth Management will have the right to hire that applicant at its discretion and without any fee owed to the submitting Employment Agency, person or entity. Coordinate with internal advisors (investment, tax, estate, banking) and external experts (legal counsel, educators, coaches) to deliver cohesive, multi disciplinary learning opportunities.

REPORTS TO: Director Philanthropy Services WORK TYPE: In-person OVERVIEW: Tolleson Wealth Management's Philanthropy Services team offers expert advice and comprehensive support to families in their philanthropic pursuits. Through vehicles such as private family foundations and donor-advised funds, Tolleson provides full-service guidance in tax and estate planning, gift structuring, operations, governance, and investment strategy, ensuring effective management of philanthropic initiatives.Tolleson's Family Engagement services, including financial education, family governance, and rising generation development—provide comprehensive support for families managing complex dynamics. These services enable families to strengthen governance frameworks, cultivate effective leadership practices, and purposefully steward wealth across generations. Our approach aligns family values with actionable strategies, promoting collaboration within multigenerational households, responsible stewardship, and enduring legacy, while encouraging individual personal growth and development.The Philanthropy and Family Engagement team partners with advisors and community experts to provide families with collaborative, trusted support and lasting impact.DUTIES and RESPONSIBILITIES:<ul><li>Strategic Philanthropy Advising <ul><li>Strategic Planning: Provide strategic and programmatic guidance as families design, implement, and evaluate their philanthropic strategies.</li><li>Collaboration: Partner with client families to clarify values, articulate goals, and develop individualized giving plans spanning personal giving, donor advised funds (DAF), and private foundations.</li><li>Programmatic Management: Co develop grantmaking strategies, systems, and processes aligned to mission; ensure high quality implementation and learning.</li><li>Mission Stewardship: Support boards in defining/refining mission, ensuring it informs strategy and decision making. Ensure boards are properly constituted and trained for effective governance.</li><li>Relationship Management: Manage relationships with nonprofits, foundations, and charitable trusts to ensure seamless administration, regulatory compliance, and alignment with client intent.</li><li>Philanthropy, Stewardship & Legacy: Guide families to articulate legacy intentions and connect values to action; cultivate stewardship mindsets among rising generation family members.</li></ul></li><li>Governance & Administration <ul><li>Plan and facilitate board meetings; coordinate communications, materials, and logistics; drive follow through on decisions.</li><li>Monitor activities for compliance with IRS, federal, and state regulations; recommend policy/bylaw updates as needed.</li><li>Collaborate with internal and external advisors on organizational documents and governance improvements.</li><li>Prepare, review, and present periodic reports to boards and client families.</li></ul></li><li>Grantmaking Management <ul><li>Act as liaison between clients and grantees; manage end to end grantmaking workflow.</li><li>Conduct diligence and site visits; prepare clear summaries and analyses for board decisions.</li><li>Administer grantee reporting protocols; review progress against requirements; establish monitoring practices to ensure effective implementation.</li></ul></li><li>Family Engagement — Curriculum & Delivery <ul><li>Build, maintain, and evolve Financial Education and Family Learning curricula that are current, engaging, and actionable.</li><li>Co-design, curate, and refresh learning materials and toolkits for clients and internal teams; tailor content for family specific needs.</li><li>Lead annual content review cycles incorporating client feedback, leadership input, and compliance requirements.</li><li>Develop interactive, age appropriate learning experiences; design and facilitate Junior Advisory Boards and similar programs to engage the rising generation.</li><li>Curate and deliver personal development & growth: design experiences that build self awareness, leadership capacity, and financial confidence for individual family members.</li><li>Coordinate with internal advisors (investment, tax, estate, banking) and external experts (legal counsel, educators, coaches) to deliver cohesive, multi disciplinary learning opportunities.</li></ul></li><li>Business Development <ul><li>Client Development: Identify, cultivate, and steward prospective client relationships through community engagement, strategic partnerships, and targeted networking to grow Tolleson.</li><li>Contribute to prospect/client planning sessions; identify opportunities to enhance strategy, grantmaking, and partnerships.</li><li>Serve on internal committees as needed, modeling a client centered approach.</li><li>Assist with special projects and perform other duties and responsibilities as requested. </li></ul></li><li>Other administrative duties as assigned by management</li></ul>MINIMUM POSITION REQUIREMENTS:<ul><li>Education & Experience <ul><li>Bachelor's degree required, advanced degree in public policy, nonprofit management, philanthropy, education, or related field preferred.</li><li>5-10 years of meaningful experience in philanthropic advising, family foundation/DAF management, family governance/education, or related advisory roles (family office experience a plus).</li><li>Demonstrated track record of business development or practice growth through community engagement and partnerships.</li></ul></li><li>Technical & Advisory Skills <ul><li>Knowledge of charitable vehicles (DAFs, private foundations), grantmaking best practices, and IRS private foundation/501(c)(3) compliance.</li><li>Facility with governance design (mission, roles, decision rights, meeting protocols) and outcome oriented strategy development.</li><li>Strong facilitation skills across diverse ages and perspectives; ability to design age appropriate, interactive learning.</li><li>Excellent written/oral communication, executive presence, and client service orientation.</li></ul></li><li>Certifications (Preferred) <ul><li>Philanthropic certification preferred, such as IPA® or CAP®.</li></ul></li><li>Ability to maintain extreme confidentiality in dealing with client matters</li><li>Must consent to and have favorable consumer report and background check</li></ul>OTHER ESSENTIAL CANDIDATE TRAITS:<ul><li>Relationship builder with high EQ and discretion; trusted advisor who collaborates seamlessly with internal/external partners.</li><li>Strategic, organized, and proactive; comfortable managing multiple workstreams and deadlines.</li><li>Commitment to learning, inclusion, and measurable social impact.</li><li>Occasional travel for client meetings, site visits, and conferences.</li><li>Demonstrated expertise in philanthropic initiatives within Texas and Colorado, as well as familiarity with national best practices and key cohorts in philanthropy.</li><li>Ability to be proactive and anticipate issues; works quickly and proactively to solve them</li><li>Willingness to learn, expand responsibility</li></ul><div class="content-conclusion"><hr/>NO AGENCIES PLEASENo calls or agencies please. Any Employment Agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become property of Tolleson Wealth Management and that Tolleson Wealth Management will have the right to hire that applicant at its discretion and without any fee owed to the submitting Employment Agency, person or entity. Employment Agencies that have entered into agreements with Tolleson Wealth Management must submit applicants in accordance with the terms of the applicable agreements in order to be eligible for payment of placement fees. <hr/>Tolleson Wealth Management is an Equal Opportunity Employer</div>

Tolleson Wealth Management

Philanthropy Manager

Administrative Skills

Alliance/Partner Management

Analysis Skills

Background Investigation

Banking Services

Best Practices

Board Meeting

Business Development

Business Practices

Coaching

Communication Skills

Community Relations

Conferences

Customer Relations

Customer Support/Service

Customer/Client Research

Estate Planning

Federal Laws and Regulations

Financial Services

Follow Through

Fundraising

Investment Strategy

Leadership

Legal

Logistics

Maintain Compliance

Nonprofit

Organizational Skills

Presentation/Verbal Skills

Public Policy

Regulatory Compliance

Relationship Management

Sales Management

Sales Prospecting

State Laws and Regulations

Stewardship

Strategic Planning

Tax Planning

Team Player

Time Management

Training/Teaching Curriculum

Wealth Management

Writing Skills

GreenHouseAPI

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Grantmaking and Portfolio Management: Lead philanthropic programs by developing, managing, and executing initiatives end-to-end, including concept design, through approval, execution to program closing, in collaboration with community partners, ensuring alignment with the firm's impact objectives and adherence to established policies and controls. As a Program Officer within Global Philanthropy, you will develop and execute strategies for priority markets in the Southern and Midwestern U.S. This includes designing and implementing philanthropic initiatives aligned with the firm's business objectives, managing a grant portfolio, and building external relationships to advance strategic priorities.

Become an integral part of the Corporate Responsibility (CR) team, working alongside dedicated professionals committed to generating authentic and durable social impact. The Corporate Responsibility Division leads the development and implementation of the firm's corporate responsibility strategy by setting goals, policies and initiatives that align with our business objectives, reflect our values, and strengthen the communities where we do business. The division includes Global Philanthropy, Public Engagement, Global Government Relations, the Policy Center, the JPMorgan Chase Institute, and Sustainable Finance. The Global Philanthropy team is seeking a Vice President, based in Dallas, TX, to lead a philanthropic portfolio that advances economic opportunity as part of the U.S. Philanthropy team. As a Program Officer within Global Philanthropy, you will develop and execute strategies for priority markets in the Southern and Midwestern U.S. This includes designing and implementing philanthropic initiatives aligned with the firm's business objectives, managing a grant portfolio, and building external relationships to advance strategic priorities. The Vice President will report to the Regional Executive for the U.S. Southwest Region.Job Responsibilities: <ul><li>Collaborate with internal and external stakeholders to develop market strategies aligned with the firm's business priorities and CR's social impact agenda, including career and skills, small business and entrepreneurship, financial health, and affordable housing and community development </li><li>Develop and maintain a productive network of professional relationships with key government, philanthropic, business, and nonprofit leaders </li><li>Monitor social, political and economic trends that may impact market strategies and philanthropic activities </li></ul> Cross-Firm Integration: <ul><li>Think creatively and identify opportunities for firmwide collaboration to drive impact, leveraging the firm's assets and tools</li><li>Lead engagement with internal JPMorganChase stakeholders, including line of business leaders, Market Leadership Teams, cross-CR partners, and other functional partners such as HR and communications </li><li>Communicate the firm's approach to expanding economic opportunity and CR initiatives to multiple internal and external audiences </li></ul> Grantmaking and Portfolio Management: <ul><li>Lead philanthropic programs by developing, managing, and executing initiatives end-to-end, including concept design, through approval, execution to program closing, in collaboration with community partners, ensuring alignment with the firm's impact objectives and adherence to established policies and controls</li><li>Provide robust budget management to maximize value of philanthropic activities</li><li>Assess the risk profile of the grant portfolio, propose appropriate mitigation strategies, and escalate control issues as needed</li><li>Monitor grant progress and systematically capture performance insights to inform future strategy; design and implement convening, evaluation, and communications activities that promote continuous learning and amplify impact</li></ul>Required qualifications, capabilities, and skills <ul><li>8+ years of relevant work experience in program development, implementation, strategy, and/or policy in nonprofit, corporate, and/or government environment</li><li>Passion for Global Philanthropy's mission; deep knowledge of and experience in economic inclusion, with a focus on financial health, employment and labor markets, affordable housing and community development, and small business and entrepreneurship </li><li>Demonstrated ability to think strategically about solving structural issues, as well as program design and implementation</li><li>Understanding of grantmaking and the nonprofit sector; ability to assess track record and capacity of nonprofit organizations </li><li>Excellent relationship management and people skills; ability to communicate (verbal and written) complex ideas to diverse audiences</li><li>Creative, flexible, and collaborative with an ability to work in a team-oriented environment</li><li>Demonstrate a high-degree of initiative; results-oriented </li><li>Bachelor's degree required</li></ul>JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

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Philanthropy Jobs in Dallas, TX

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Philanthropy Jobs in Dallas, TX

Philanthropy Manager Tolleson Wealth Management

Program Officer, Global Philanthropy, Vice President JPMorgan Chase Bank, N.A.

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