contracts counsel

corporate & transactional attorney Jobs in Miami

corporate & transactional attorney

counsel, franchising & real estate Jobs in Miami

counsel, franchising & real estate

real estate & corporate counsel Jobs in Miami

real estate & corporate counsel

real estate transactions associate Jobs in Miami

real estate transactions associate

real estate corporate counsel

Corient Capital Partners

<div>Description 
 
At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about. We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations. 
We are always looking for talented and motivated individuals to join our team. If you want to work for a company that values your contributions and supports your growth, we would like to meet you.
 
Location: Miami, FL 
Overview: We are seeking a smart, hardworking attorney to join our Legal Team and provide end-to-end legal support to our Real Estate function that manages 50+ office leases nationwide, as well as a variety of other legal matters. As a key member of our lean legal team, you will play a critical role in supporting our fast-growing firm across a variety of legal functions, and you will collaborate cross-functionally to drive process improvements and enhance operational efficiency. You will report to a senior attorney on our legal team.
 
This is a full-time, exempt position at our headquarters in Miami&rsquo;s Brickell financial district. We believe an in-office presence is key to building our business, driving high performance and creating a team-based culture. Accordingly, you must be willing to join us in the office during the work week. This is a great opportunity to join a supportive, dynamic and friendly legal team at a fast-growing firm. Come join us on our journey to become the world&rsquo;s preeminent wealth management firm. 
Responsibilities:<ul><li>
Support all legal aspects of the office lease lifecycle, including drafting, reviewing, and negotiating letters of intent, leases, sub-leases, estoppels, SNDAs and other related documents and agreements, as well as service and supplier contracts with a wide range of real estate, architecture, and facilities vendors.</li><li>
Draft, review, and negotiate assignments, terminations, and consolidations of leases and vendor agreements and support corporate governance matters, including in the context of M&amp;A transactions and integrations.</li><li>
Draft, review, and negotiate a wide range of vendor contracts, including non-disclosure agreements, software, SaaS and other technology-related agreements.</li><li>
Manage third-party litigation, including document production in response to third-party subpoenas, with the support of outside counsel.</li><li>
Facilitate efficient coordination of workstreams between internal legal resources, internal functions, and outside counsel.</li><li>
Perform other work and projects, as assigned.</li></ul> 

Qualifications and Requirements:<ul><li>
J.D. from an accredited law school and a member in good standing of a U.S. state bar.</li><li>
3-5 years of experience in a top-tier real estate leasing practice.</li><li>
Material lessee experience is a significant plus.</li><li>
In-house legal experience is a plus.</li></ul> 

Competencies and Characteristics:<ul><li>
Substantial experience with all aspects of the real estate leasing lifecycle, including commercial leases and AIA agreements, lease negotiation, green leasing terms, and real estate deal structure.</li><li>
Experience with vendor and supplier contracts.</li><li>
Experience with corporate governance and general corporate work.</li><li>
Litigation experience a plus.</li><li>
Exceptional judgment, balancing risk with business priorities.</li><li>
Hardworking, motivated, proactive and results oriented.</li><li>
Comfortable fielding questions from the most senior to the most junior teammates.</li><li>
Exceedingly organized and meticulous.</li><li>
Unquestioned integrity.</li><li>
Desire to be part of a fast-growing firm.</li><li>
Team oriented with the ability to build relationships and earn the respect of others.</li><li>
Excellent communication (verbal and written), organizational and interpersonal skills, and the ability to work collaboratively across multiple groups and functions.</li></ul> 

This position description is intended to provide a general overview of the expectations and responsibilities of this position and may not include all tasks that may be assigned. As the nature of business demands change, so may the functions of this position. Additional duties and responsibilities may be assigned with or without notice. 
Physical Requirements<ul><li>
This position requires the physical capabilities to work in an office environment, which may include prolonged periods of sitting at a desk and working on a computer. Corient seeks to make reasonable accommodations that enable individuals with disabilities to perform essential duties when possible.</li><li>
This position may require the ability to lift up to 15 pounds.</li><li>
This position is required to work onsite 4 days per week.</li></ul> 
 
U.S. Eligibility Requirements<ul><li>
Must be 18 years of age or older.</li><li>
Must be willing to submit to a background investigation; any offer of employment is conditioned upon the successful completion of a background investigation.</li><li>
Must have unrestricted work authorization to work in the United States. For U.S. employment opportunities, Corient hires U.S. citizens or permanent residents. Exceptions to these requirements will be determined based on shortage of qualified candidates with a particular skill. Corient will require proof of work authorization.</li><li>
Corient participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9.</li><li>
Must be willing to execute Corient&rsquo;s Employee Agreement or Confidentiality and Non-Disclosure Agreement, which require, among other things, post-employment obligations relating to non-solicitation, confidentiality, and non-disclosure.</li></ul> 
What You can Expect from Us 
Our dedication to the Employee Experience at Corient is aimed at supporting, empowering, and inspiring our talented team through:<ul><li>
401(k) Plan with Employer Matching
</li><li>Four Medical Plan options that is generously subsidized by Corient</li><li>
Employer paid Dental, Vision &amp; Life and AD&amp;D Insurance
</li><li>Employer paid Short-term &amp; Long-term Disability
</li><li>Paid Maternity &amp; Parental Leave
</li><li>Flexible Spending Accounts &amp; Health Savings Accounts</li><li>
Dependent Care FSA
</li><li>Commuter &amp; Transit FSA
</li><li>Corporate Discount Program - Perkspot
</li><li>Training Reimbursement
</li><li>Paid Professional Designations
</li><li>Giving back to the community - Volunteer days</li></ul> 
Corient is one of the fastest-growing wealth management platforms in the United States. We serve more than 10,000 clients and manage over $100 billion of assets through offices located across the country. We combine a boutique's personal service, creativity and objective advice with the extensive resources and vast intellectual capital of an innovative industry leader to create a profoundly different wealth management experience for our clients. 
 
Full participation of all employees in a safe, healthy and respectful environment is key to individual and company success. We are committed to fully utilizing the abilities of all our employees and expect each of our employees to honor this commitment in their daily responsibilities. 
 
We are an equal opportunity employer. All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law.</div>

Real Estate & Corporate Counsel

Restaurant Brands International

<div>Ready to make your next big professional move? Join us on our journey to achieve our big dream of building the most loved restaurant brands in the world.
Restaurant Brands International Inc. is one of the world's largest quick service restaurant companies with nearly $45 billion in annual system-wide sales and over 32,000 restaurants in more than 120 countries and territories.
RBI owns four of the world's most prominent and iconic quick service restaurant brands &ndash; TIM HORTONS&reg;, BURGER KING&reg;, POPEYES&reg;, and FIREHOUSE SUBS&reg;. These independently operated brands have been serving their respective guests, franchisees and communities for decades. Through its Restaurant Brands for Good framework, RBI is improving sustainable outcomes related to its food, the planet, and people and communities.
RBI is committed to growing the TIM HORTONS&reg;, BURGER KING&reg;, POPEYES&reg; and FIREHOUSE SUBS&reg; brands by leveraging their respective core values, employee and franchisee relationships, and long track records of community support. Each brand benefits from the global scale and shared best practices that come from ownership by Restaurant Brands International Inc.
Position Overview:
The Counsel, Franchising &amp; Real Estate, U.S., will be responsible for franchise and real estate matters in certain regions of the U.S. for Restaurant Brands International, Inc., the owner of the BURGER KING&reg;, TIM HORTONS&reg;, POPEYES&reg;, and FIREHOUSE SUBS&reg; brands, one of the largest quick service restaurant companies in the world. The Counsel is a key member of the RBI Legal Franchise and Real Estate team and the main legal advisor to regional field operations staff including regional general managers. The Counsel will work closely with outside counsel and interact frequently with counsel for franchisees. The position is based in Miami, Florida and reports into the Vice President, Legal, for U.S. and Latin America.
Essential Duties:<ul><li>
Drafting and negotiating franchise, development and ancillary agreements, as well as agreements for the acquisition or divestiture of restaurants</li><li>
Providing franchise compliance legal advice, including drafting default and termination notices, drafting and negotiating workout agreements, temporary licensing agreements and attending to other related enforcement matters</li><li>
Providing legal advice in connection with U.S. franchise sales and ensuring compliance with franchise regulatory requirements, including franchise disclosure laws</li><li>
Drafting and negotiating real estate agreements, including purchase and sale agreements and lease agreements</li><li>
Providing legal advice on real estate matters, including condemnations, construction, environmental and property management matters</li><li>
Draft and review franchising policies, including operational policies regulating franchisees</li><li>
Developing training materials and conducting training of franchise and real estate personnel</li><li>
Manage and oversee outside counsel with respect to franchising and real estate litigation.</li></ul>
Qualifications &amp; Skills:
<ul><li>Juris Doctor of Law degree from an accredited law school required</li><li>
Licensed to practice law in Florida or another state</li><li>
Knowledge of franchise or corporate law preferred</li><li>
Knowledge of real estate law (transactions as well as commercial leasing) preferred</li><li>
5-8 years of legal experience, with law firm experience required</li><li>
Transactional experience with strong drafting and negotiating skills</li><li>
Strong communication skills</li><li>
Demonstrated ability to work effectively in multi-tasking environment with high volume workload</li></ul>
Benefits at all of our global offices are focused on physical, mental and financial wellness. We offer unique and progressive benefits, including a comprehensive global paid parental leave program that supports employees as they expand their families, free telemedicine and mental wellness support.
Restaurant Brands International and all of its affiliated companies (collectively, RBI) are equal opportunity and affirmative action employers that do not discriminate on the basis of race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or veteran status, or any other characteristic protected by local, state, provincial or federal laws, rules, or regulations. RBI's policy applies to all terms and conditions of employment. Accommodation is available for applicants with disabilities upon request.</div>

Counsel, Franchising & Real Estate

Lincoln Property Company

<div>We are seeking an organized and detail-oriented Assistant Project Manager to support the delivery of commercial real estate projects. The role will involve assisting with all aspects of project management, from planning and vendor coordination to budgeting and reporting. The ideal candidate will have a foundational knowledge of project management practices and demonstrate excellent multitasking and communication skills. This is an excellent opportunity for someone looking to grow their career in project management within the commercial real estate sector.

Responsibilities:
<ul>
<li>Assist in the development of comprehensive project plans, including defining project scope, timelines, and budgets.</li>
<li>Support the tracking and management of project costs, ensuring they remain within established budgets.</li>
<li>Help source and negotiate with external vendors and contractors to ensure quality project deliverables.</li>
<li>Manage vendor relationships, ensuring timely and accurate completion of deliverables in line with project requirements.</li>
<li>Monitor the execution of all project phases, providing updates and reports on progress, risks, and necessary changes.</li>
<li>Assist in conducting regular inspections and reviews to ensure compliance with project standards and specifications.</li>
<li>Support in the development of mitigation strategies to address potential project risks.</li>
<li>Serve as a key point of contact between clients, stakeholders, and internal teams, ensuring effective collaboration and communication.</li>
<li>Facilitate cross-functional meetings to maintain alignment on project goals and milestones.</li>
<li>Help guide and motivate project teams, clearly delegating tasks as needed to ensure project milestones are met.</li>
<li>Maintain accurate and up-to-date project documentation, ensuring all relevant materials are organized and accessible.</li>
<li>Provide regular updates and progress reports to senior project managers and stakeholders.</li>
</ul>
Desired Competency, Experience, and Skills:
<ul>
<li>Minimum of 1-3 years of experience in project management, ideally within the commercial real estate or construction industry.</li>
<li>Experience assisting in the management of multiple projects simultaneously from planning to completion.</li>
<li>Strong organizational skills with the ability to multitask and manage competing priorities.</li>
<li>Proficiency in project management software and tools (e.g., Microsoft Project, Asana, Trello).</li>
<li>Basic knowledge of project budgeting and cost control.</li>
<li>Excellent written and verbal communication skills, with the ability to clearly convey information to team members and stakeholders.</li>
<li>Strong interpersonal skills, capable of building positive relationships with vendors, contractors, and clients.</li>
<li>Proactive approach to problem-solving, able to anticipate challenges and develop solutions.</li>
<li>High level of initiative, able to work both independently and as part of a team.</li>
</ul>
Essential Functions:
<ul>
<li>Assist in managing commercial real estate projects, ensuring they are completed on time and within budget.</li>
<li>Support the coordination of project activities, including vendor management, budgeting, and documentation.</li>
<li>Facilitate communication between project teams, stakeholders, and external vendors.</li>
<li>Ensure project plans, documentation, and reports are accurate and regularly updated.</li>
<li>Assist in identifying and mitigating project risks to ensure smooth project execution.</li>
</ul>
This position is 100% in-office. The role requires working in office during standard business hours. Remote work or telecommuting is not an option for this position.<div>
About Lincoln Property Company

Lincoln Property Company (&quot;Lincoln&quot;) is one of the largest private real estate firms in the United States. Offering a fully integrated platform of real estate services and innovative solutions to owners, investors, lenders and occupiers, Lincoln supports the entire real estate lifecycle across asset types, including office, multifamily, life science, retail, industrial, data center, production studio, healthcare, government, universities, and mixed-use properties, throughout the United States, United Kingdom, and Europe. Lincoln's combined management and leasing portfolio on behalf of institutional clients includes more than 680 million square feet of commercial space. For more information, visit: www.lpc.com.

All job offers are contingent on completion of a background check and proof of eligibility to work in the United States.

By submitting your information or resume in response to this opportunity, you acknowledge that your personal information will be handled in accordance with Lincoln Property Company's privacy policy. 


Lincoln Property Company does not accept unsolicited resumes from third-party recruiters unless they were contractually engaged by Lincoln Property Company to provide candidates for a specified opening. Any such employment agency, person or entity that submits an unsolicited resume does so with the acknowledgement and agreement that Lincoln Property Company will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity. At this time, we are not working with any agencies.</div></div>

Assistant Project Manger

Holland & Knight

<div><div><div>The Miami office of Holland &amp; Knight has an immediate opening for a real estate attorney with 3-5 years of general commercial real estate transactional experience with a profound understanding of managing deals and leading diligence review. The ideal candidate will have concentrated practice experience in one or more of the following areas: (1) purchase and sale, (2) retail, office and/or industrial leasing, and (3) real estate lending work (lender or borrower-side). Immediate transferable skills required, organized and detail oriented and a strong academic background with excellent communication and writing skills are also essential. This is an immediate need.
Holland &amp; Knight is an Equal Opportunity Employer and does not discriminate on the basis of race, color, religion, sex (including pregnancy, childbirth or related conditions, transgender status, and sexual orientation), national origin, age, disability, genetic information, veteran status or any other factor prohibited by law.
This position may be filled in New York City, NY. In accordance with applicable Pay Transparency Laws, the pay range for this position in the New York location is $260,000 &ndash; 365,000/yr. This range may not be applicable to other locations. Individual's actual compensation will depend on the individual's qualifications and experience.
</div></div><div><div>Job Requirements:
</div><div><ul><li>3 to 5 years of experience</li><li>
Must be licensed or ready to become licensed to practice law in the state in which they practice.</li><li>
JD from an ABA Accredited Law School</li><li>
This candidate must reside in the Miami or New York City areas at or prior to the time of hire. We believe that there is significant value in working together in person and will expect the candidate to work in the office at least three business days per week.</li></ul></div></div></div>

Real Estate Transactions Associate

L2R Consulting

<div>
 
 We&rsquo;re seeking a proactive and detail-oriented Administrative Assistant to serve as the right hand to the team principals and help drive day-to-day operations, marketing execution, listing preparation, and transaction coordination. You&rsquo;ll also help formalize systems, manage our database, and ensure our listings and clients receive white-glove service.
 
 
 
 
 
 
 Key Responsibilities
 
 
 
 
 Administrative Operations
 
 
 <ul>
 <li>
 Manage calendars, schedule meetings, and handle Zoom links for internal and client meetings
 </li>
 <li>
 Prepare buyer/seller documents, deal sheets, disclosures, and team contracts (Docusign, Compass tools)
 </li>
 <li>
 Organize and maintain internal trackers, digital files, and Compass compliance (Skyslope)
 </li>
 <li>
 Assist with invoices, vendor payments, and expense tracking
 </li>
 <li>
 Order office supplies and team promo items (cards, champagne, etc.)
 </li>
 <li>
 Maintain listing and transaction pipeline reports
 </li>
 <li>
 Coordinate post-closing follow-ups and testimonials
 </li>
 </ul>
 
 
 
 
 
 Listing &amp; Deal Coordination
 
 
 <ul>
 <li>
 Coordinate listing prep: order photos, schedule vendors (stagers, handymen, cleaners, movers)
 </li>
 <li>
 Upload listings to Compass, MLS, LoopNet, Crexi
 </li>
 <li>
 Prepare brochures, OM flyers, open house collateral, and disclosure packets
 </li>
 <li>
 Track listing performance and prepare seller updates (Compass, Zillow, Redfin)
 </li>
 <li>
 Manage offer paperwork, deal sheet creation, attorney coordination, contract execution
 </li>
 <li>
 Ensure compliance with Compass systems, generate commission invoices, finalize in Deal Closer
 </li>
 <li>
 Update all status changes across platforms
 </li>
 </ul>
 
 
 
 
 
 Marketing &amp; Lead Management
 
 
 <ul>
 <li>
 Design and send e-blasts, brochures, newsletters (Compass Marketing Center, Mailchimp)
 </li>
 <li>
 Manage team&rsquo;s Instagram and Facebook pages; assist with content creation and posting
 </li>
 <li>
 Coordinate print campaigns and seasonal marketing drops
 </li>
 <li>
 Support marketing campaigns (including Google Ads and Facebook Ads if applicable)
 </li>
 <li>
 Oversee CRM maintenance, track Zillow leads, and request client reviews
 </li>
 </ul>
 
 
 
 
 
 Event &amp; Client Support
 
 
 <ul>
 <li>
 Plan client and broker events (venue, invites, food, promo items)
 </li>
 <li>
 Coordinate vendor and prospect meetings
 </li>
 <li>
 Support holiday, seasonal, and branding outreach campaigns
 </li>
 </ul>
 
 
 
 
 
 Qualifications
 
 
 <ul>
 <li>
 Minimum 2+ years in a support role (real estate, executive assistant, operations, or marketing)
 </li>
 <li>
 Experience in real estate (residential or commercial) strongly preferred
 </li>
 <li>
 Tech-savvy: Google Workspace, Docusign, CRM systems (Compass, FUB, Salesforce), Canva
 </li>
 <li>
 Strong writing, grammar, and communication skills
 </li>
 <li>
 Meticulous attention to detail and process-oriented
 </li>
 <li>
 Friendly and professional demeanor; able to handle clients, brokers, and vendors with confidence
 </li>
 <li>
 Real estate license is a plus, but not required
 </li>
 </ul>
 
 
 
 
 
 Compensation &amp; Perks
 
 
 <ul>
 <li>
 Competitive salary based on experience
 </li>
 <li>
 Performance-based bonuses
 </li>
 <li>
 Room for growth as the team expands
 </li>
 <li>
 Flexible hours with hybrid work setup
 </li>
 <li>
 Paid time off and Compass platform access
 </li>
 <li>
 Entrepreneurial, collaborative team culture
 </li>
 </ul>
 
 
</div>

Administrative Assistant

MAK Realty Group 

MAK is a multi-brand group based in Miami. We operate:<ul><li>MAK Realty Group: A boutique luxury real estate brokerage.</li><li>MAK Vacation Rentals: A premium vacation rental &amp; hospitality service.</li><li>TravelPal: An AI-driven travel planner focused on building custom itineraries.</li></ul>We&rsquo;re growing and need someone who doesn&rsquo;t just post &mdash; we need someone who leads, creates, tests, and builds online presence and engagement across all three brands. This role is for someone who wants to be the face and brain behind a brand's growth. NOT just push out content, but drive actual conversions. You will be responsible for creating, analyzing, and scaling all things social and digital, based on real-time performance metrics and strategy shifts.What You&rsquo;ll Be Doing<ul><li>Own the strategy + execution across Instagram, TikTok, YouTube, and others for all three brands</li><li>Create authentic multimedia content from scratch (photo, video, copy, reels, stories, etc.)</li><li>Shoot and edit content directly on-site at properties, events, and local hotspots</li><li>Track analytics (reach, engagement, CTR, conversions), learn from the data, and pivot accordingly</li><li>Plan and deploy weekly/monthly content calendars aligned with business goals</li><li>Build funnels that actually drive traffic, leads, and bookings/sales</li><li>Collaborate with brokerage, rental, and tech teams for aligned messaging and campaigns</li><li>Monitor trends and platform changes &mdash; know what&rsquo;s coming before everyone else</li><li>Provide regular reports and actionable insights based on performance</li></ul>We Need Someone Who<ul><li>Lives in (or is relocating to) Miami &mdash; this is an in-person position</li><li>Is not afraid to take risks or try new formats - Bold, creative, and unafraid to experiment with new tactics</li><li>Understands (or is willing to learn) luxury audiences (for real estate &amp; vacation rentals) and tech-forward millennial travelers (for TravelPal)</li><li>Can act as both creator and strategist: filming, editing, scripting, to analyzing what works</li><li>Is self-driven, vocal with ideas, and brings creative solutions to the table</li><li>Knows how to make content that converts, not just &ldquo;looks pretty&rdquo;</li></ul>Required Skills &amp; Experience<ul><li>3+ years of hands-on content creation + social media management</li><li>Strong portfolio of original social campaigns (not just editing)</li><li>Skilled in tools like CapCut, Final Cut Pro, Adobe Premiere, Canva, Lightroom, etc.</li><li>Excellent on-camera skills or ability to direct UGC/talent confidently</li><li>Deep experience with data tracking + content optimization</li><li>Knows how to build social accounts from zero to growth</li><li>Experience with Mailchimp, Klaviyo, or email marketing is a plus</li><li>Comfortable working across multiple brands and priorities simultaneously</li></ul>Bonus If You Have<ul><li>Knowledge of Miami&rsquo;s real estate and hospitality scene</li><li>Familiarity with SEO, web content, and newsletters</li><li>Drone footage or advanced camera experience</li><li>UGC creator management experience</li></ul>What We Offer<ul><li>Full ownership of social content strategy across three growing brands</li><li>Business expenses covered &mdash; content tools, site visits, travel for shoots, etc.</li><li>Regular access to the Fontainebleau Resort, including opportunities to network with high-profile guests and partners</li><li>Direct collaboration with the company&rsquo;s leadership team and decision-makers</li><li>Room to grow &mdash; potential to increase pay, build your own creative team, and take on more responsibility as the brands scale</li><li>Freedom to travel and create content across luxury properties and destinations at the company&rsquo;s expense</li></ul>Job Type: Full-timePay: $773.00 - $817.00 per weekBenefits:<ul><li>Flexible schedule</li><li>Flexible spending account</li><li>Paid time off</li><li>Professional development assistance</li><li>Referral program</li></ul>Work Location: In person

Social Media Content Creator

American Heart Association

<div>Overview
Since our founding in 1924, we've cut cardiovascular disease deaths in half, but there is still so much more to do. To overcome today&rsquo;s biggest health challenges and accelerate this progress, we need passionate individuals like you. Join our movement, be part of the progress, and help ensure a healthier future for all. You matter, and so does the impact you can make with us.
The American Heart Association has an excellent opportunity for a Senior Charitable Estate Planning Advisor in our Mission Advancement department!
This individual can be home-based within our Southeast territory, with proximity to an international airport and with a preference for FL, Atlanta, GA, and Charlotte, NC.
The Association offers many resources to help you maintain work-life harmonization through your changing needs and life situations. To help you be successful, you will have access to Heart U, our award-winning corporate university, as well as additional training and support locally.
\#TheAHALife is more than a company culture; it is our way of life. It embodies our commitment to work-life harmonization and is guided by our core values where our employees can thrive both personally and professionally. Discover why you will Be Seen. Be Heard. Be Valued at the American Heart Association by following us on LinkedIn, Instagram, Facebook, X, and at heart.jobs.
Responsibilities
This senior-level fundraising position engages with professional estate planning and wealth advisors, as well as current and potential individual donors, to support charitable gift planning, and with staff members, to provide technical assistance.
Success in the Sr. Charitable Estate Planning Advisor role requires mastery of the American Heart Association's mission, gift options, and latest initiatives and programs to inspire and engage donors and professional advisors on the many opportunities to financially support the Association, alongside technical expertise to facilitate giving to the Association using a variety of gift vehicles.
This individual encourages participation, builds strategic relationships, and consults with members of the American Heart Association&rsquo;s growing Professional Advisor Network, which includes estate planning attorneys, financial planners, and other planning professionals involved in advising potential and active donors to the Association. The Senior Advisor cultivates and stewards current and prospective donors, both virtually and in-person, traveling as needed for visits and making presentations to donors and small groups to support building future interest in planned giving to the American Heart Association.
In addition, the Senior Advisor serves as a subject matter expert on charitable estate giving opportunities, increasing awareness among volunteers and staff, and working with regional and national staff to coordinate charitable estate gift planning program activities with other organizational efforts.
Responsibilities related to Professional Advisors:
<ul><li>Develops and implements a strategic action plan to identify, qualify, and build high-engagement relationships with professional advisors, developing the Association's Professional Advisor Network.</li>
<li>Leverages many marketing and communications resources, events, and tools available, including special events, direct mail, newsletters, websites, email communications, social media messages, etc., with the purpose of generating quality interaction with professionals and their clients.</li>
<li>Provides consultation as needed for technical solicitations and creation of formal proposals involving estate planning advisors and other projects as requested.</li>
<li>Responsible for writing one technical article a month on a technical topic that will be featured in both internal and external publications.</li>
<li>Responsible for recruiting speakers and topics for internal webinars (donor and advisor facing) and serving as host for these presentations.</li>
<li>Work closely and collaborate with the broader MA team and markets to develop blended gift proposals and asks and increase noncash assets.</li>
<li>Responsible for attending conferences &ndash; both nationally and regionally to promote PAN and build relationships and partnerships.</li>
</ul>Responsibilities related to Donors &amp; Prospective Donors:
<ul><li>Responsible for donor cultivation and stewardship, including but not limited to personal visits, calls, written correspondence, and presentations.</li>
<li>Responsible for generating new leads and following up on all leads received from individuals in the assigned territory, requesting charitable estate planning information from the Association.</li>
<li>Supplies charitable estate planning illustrations using Crescendo Interactive software.</li>
<li>Supplies information and reviews estate plans with prospective donors to potentially obtain a gift commitment for the Association. Recommends specific estate gift planning actions in support of donor goals.</li>
</ul>Key Competencies and Experience Requirements
<ul><li>Superb interpersonal skills and ability to build productive, beneficial relationships with a broad range of constituencies, excellent interpersonal skills, tact, and diplomacy.</li>
<li>Excellent written and verbal communication skills, including the ability to effectively communicate Association priorities to professional advisors, donors, and prospects, make presentations, and represent the Association positively and professionally.</li>
<li>Ability to handle multiple tasks, to assess and order priorities, and to track details in a fast-paced environment.</li>
<li>Prioritize and balance priorities with professional advisors, donors, and prospects.</li>
<li>Ability to meet priority reporting and deadlines on multiple projects.</li>
<li>Ability to develop materials, including advisor- and donor-facing presentations, documents, and correspondence; as well as public-facing white papers and articles, in a timely and professional manner.</li>
<li>Ability to document plans, progress, and results in the Association&rsquo;s Salesforce Customer Relationship Management system in an accurate and timely manner.</li>
</ul>Qualifications
<ul><li>Bachelor's Degree or equivalent work experience.</li>
<li>At least five (5) years of experience in Charitable Estate Planning or related fundraising experience, with experience and mastery of various giving vehicles and structures used.</li>
<li>Demonstrated strategic, leadership, and management capabilities in a comprehensive development environment, high level of motivation and assertiveness.</li>
<li>Daily working knowledge of MS Office Products &ndash; Word and PowerPoint. Proficiency in virtual communication platforms, including MS Teams and Zoom.</li>
<li>Ability to successfully establish and maintain working relationships with internal and external stakeholders.</li>
<li>Successful proven record of completing gift agreements through personal interviews.</li>
<li>Proven success in engaging with professional estate planning and wealth advisors.</li>
<li>Demonstrated skills in relationship building and stewardship, conducting effective sales/solicitation calls, and/or effectively closing/sales solicitations.</li>
<li>Ability to manage the appropriate budget for travel and/or marketing expenses.</li>
<li>Ability to travel approximately 60 &ndash; 75% of the time, working to develop programs in major metropolitan areas within the designated territory or as assigned.</li>
<li>Willingness to work evenings and weekends as necessary.</li>
</ul>Preferred Experience:
<ul><li>Advanced degree (master&rsquo;s or higher) or aligned certification, JD, CFP, CAP, CFA, highly preferred.</li>
<li>Ten (10) years of experience preferred.</li>
</ul>Compensation &amp; Benefits
The American Heart Association invests in its people. Here are the main components of our total rewards package. Visit Rewards &amp; Benefits to see more details.
<ul><li>Compensation &ndash; Our goal is to ensure you have a competitive base salary. That&rsquo;s why we regularly review the market value of jobs and make adjustments, as needed.</li>
<li>Performance and Recognition &ndash; You are rewarded for achieving success through annual salary planning and incentive programs; eligibility for an incentive program is based on the type of position.</li>
<li>Benefits &ndash; We offer a wide array of benefits including medical, dental, vision, disability, and life insurance, along with a robust retirement program that includes an employer match and automatic contribution. As a mark of our commitment to employee well-being, we also offer an employee assistance program, employee wellness program and telemedicine, and medical consultation.</li>
<li>Professional Development &ndash; You can join one of our many Employee Resource Groups (ERG) or be a mentor/mentee in our professional mentoring program. Heart U is the Association&rsquo;s national online university, with more than 100,000 resources designed to meet your needs and busy schedule.</li>
<li>Work-Life Harmonization &ndash; The Association offers Paid Time Off (PTO) at a minimum of 16 days per year for new employees. The number of days will increase based on seniority level. You will also have a total of 12 paid holidays off each year, which includes several days off at the end of the year.</li>
<li>Tuition Assistance - We support the career development of all employees. This program provides financial assistance to employees who wish to further their education and career in relation to their current duties and responsibilities, or for potential future positions in the organization.</li>
</ul>The American Heart Association&rsquo;s 2028 Goal: Building on over 100 years of trusted leadership in cardiovascular and brain health, by 2028 the Association will drive breakthroughs and implement proven solutions in science, policy, and care for healthier people and communities. The greatest discoveries in health must reach everyone where they are.
At American Heart Association | American Stroke Association, our mission is to be a relentless force for a world of longer, healthier lives, regardless of race, ethnicity, gender, gender identity, religion, age, language, sexual orientation, national origin and physical or cognitive abilities.
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In accordance with local and state laws where applicable, qualified applicants with arrest or conviction records will be considered for employment.
EOE/Protected Veterans/Persons with Disabilities
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Default: Location : Location US-TX-Dallas
Posted Date 2 weeks ago (11/20/2025 4:25 PM)
Requisition ID 2025-16681
Job Category Individual &amp; Institutional Giving
Position Type Full Time</div>

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