External Job Openings

Please find the current external job postings listed below and contact Jen McNulty at Jen@TaylorMadeExperience.com if you are interested in learning more.

Client Service Manager

Confidential Search — Washington, DC Metropolitan Area

TaylorMade Experience is partnering with an independent registered investment advisory firm in the Washington, DC metropolitan area to assist with the search for a Client Service Manager to support their growing team.

The firm manages wealth for individuals, families, small businesses, trusts, endowments, foundations, and retirement plans, and prides itself on building empowering relationships that give clients the financial confidence and freedom they deserve. The firm values collaboration, continuous learning, and integrity in all aspects of its work.

Position Overview

The Client Service Manager will play a vital role in supporting the firm’s Wealth Advisors, Associate Advisors, and Relationship Managers. The ideal candidate is proactive, detail-oriented, and thrives in a fast-paced, team-oriented environment.

Key Responsibilities

Client Deliverable Support

• Prepare client account paperwork, forms, and meeting deliverables under the supervision of Advisors and Relationship Managers.
• Ensure accuracy and timeliness of client-facing materials.
• Coordinate with custodians and vendors to resolve operational issues.
• Process client requests promptly outside of scheduled meetings.

Account Administration

• Open, maintain, and transfer accounts across custodians.
• Process money movements (wires, ACH transfers, and check requests).
• Monitor account activity for accuracy and compliance.

Client Relationship Management

• Serve as the primary point of contact for client inquiries.
• Collaborate with team members to ensure timely responses and exceptional service.
• Maintain accurate and current records in the firm’s CRM system.
• Build and sustain positive relationships with clients, Advisors, and Relationship Managers.

Compliance & Documentation

• Ensure adherence to firm policies, SEC regulations, and industry best practices.
• Maintain complete and accurate client documentation.

Professional Growth & Development

• Contribute ideas to improve operational efficiency and client service.
• Support firm-wide initiatives and special projects as needed.

Qualifications

Education & Experience

• Bachelor’s degree in finance, economics, business, or related field.
• 2–3 years of administrative or client service experience, preferably in financial services.

Skills & Attributes

• Exceptional communication and client service skills.
• Strong organizational and time management abilities; skilled at multi-tasking.
• High integrity, discretion, and sound judgment.
• Proficiency with Microsoft Office Suite; Salesforce experience preferred.
• Self-starter with a positive attitude, attention to detail, and the ability to work independently.

To Apply
Please send a cover letter and résumé (PDF format) to Ivy@TaylorMadeExperience.com.

Selected candidates will be contacted by the TaylorMade Experience team for an initial interview, at which point additional details about the firm will be shared.

Position Title: Development Director
Reports To: Executive Director
FLSA Status: Full Time – Exempt

Girls Inc. Mission:
Girls Inc. has always been, and will always be, all about the girls. With a continued commitment and dedication to making a lasting difference, Girls Inc. is a strong advocate for girls and honors the Girls Inc. Bill of Rights.

Girls Inc. of Washington, DC is building the new generation of strong, smart, and bold leaders through direct service and advocacy.

Job Summary: The Development Director is responsible for executing the fundraising strategy to support the organization’s mission and long-term sustainability. This includes overseeing donor relations, major gifts, corporate partnerships, and special events. The Development Director works closely with the Executive Director and Board of Directors to cultivate relationships, secure financial resources, and build a strong development program.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• In collaboration with the Executive Director, develop and execute area fundraising plans to ensure the achievement of financial goals; evaluate fundraising strategies and effectiveness on an ongoing basis to include donor acquisition, prospect research, cultivation, solicitation, and stewardship strategies.
• Establish and nurture relationships with corporate sponsors, creating opportunities for strategic partnerships and corporate giving.
• In collaboration with the Executive Director, lead all fundraising initiatives, including annual campaigns, major gifts, corporate sponsorships, and special events.
• Develop and manage budgets, maintain fiscal records and submit financial forecasts in a timely and accurate manner.
• Research and integrate best practices across all areas of this role, including special events, appeals, and donor stewardship.
• Identify new revenue streams and growth opportunities to expand donor base.
• Ensure all development processes are executed effectively and identify opportunities to improve processes and procedures.

Donor Stewardship

• Develop strategies for expanding Girls Inc. of Washington, DC’s donor base, focusing on building relationships with high-net-worth individuals.
• Develop and maintain a portfolio of donors and prospects, and solicit and secure support from individuals and corporations.
• Identify, cultivate, and secure gifts from a diverse base of supporters, engaging prospective, new, lapsed, and current donors at all giving levels.
• Plan and execute annual cultivation and stewardship events, including thank you events, and introductory events.
• Lead a moves management process and create personalized stewardship plans for donors identified by prospect research, as appropriate.
• Create and publicize opportunities for donors and prospects to engage in a sustainer program, matching gift programs, community events, and more.
• Create a strategy for and guide content creation for four annual appeals.
• Plan and execute online campaigns, including an annual sustainer campaign.

Data Management

• Oversee the management of the donor database (CRM), ensuring accurate records of donor communications, contributions, engagement, and financials.
• Analyze donor data to inform fundraising strategies, annual appeals and other campaigns.

Other Duties and Responsibilities

• Collaborate with the communications staff on all development-related communications (e.g., solicitations to donors, corporate institutions, donors, and/or prospective donors; social media campaigns; annual appeals and newsletters.
• Develop messaging and collateral to engage current and prospective donors.
• Other duties as assigned.

REQUIRED KNOWLEDGE, SKILLS, AND ABILITIES:

• Minimum of 7 years of experience in fundraising, development or related fields.
• Effective leadership capabilities; able to mentor and coach a future development team in the achievement of fundraising goals.
• Proven ability to create and implement successful fundraising strategies.
• Strong relationship-building and communication skills.
• Experience with donor management software (CRM systems).
• Knowledge of financial planning and budget management.
• Have a team‐oriented mindset and the ability to work independently without direct supervision.
• Excellent written and oral communication skills.
• Strong attention to detail.
• Proficiency in MS Office, particularly Word and Excel.

EDUCATION:

• Bachelor’s degree in a related field.

WORK ENVIRONMENT REQUIREMENTS:

• Own transportation is required for trips out of the office.
• Move, lift, carry, push, pull, and place objects weighing less than or equal to 30 pounds without assistance.
• Reach overhead and below the knees, including bending, twisting, pulling, and stooping.
• Climbing: Ascending or descending multiple flights of stairs, using feet and legs and/or hands and arms.

Application Instructions
Interested candidates should submit the following materials in PDF format:

1. Cover letter
2. Resume
3. Writing sample – a donor solicitation package (e.g., a cover letter and a case for support for a grant or gift program)

Please send all materials to Bernie@TaylorMadeExperience.com.

Position Title: Senior Director of Individual and Institutional Giving
Reports To: Chief Executive Officer
Location: Hybrid, Office Location, Reston, VA

Position Summary

The Senior Director of Individual and Institutional Giving is a key member of SNMMI’s senior leadership team and is responsible for driving all aspects of the Society’s philanthropic revenue strategy. Reporting directly to the CEO, this individual leads the development and execution of fundraising initiatives, focusing on both individual and institutional donors.

The Senior Director is charged with generating new revenue streams while maintaining and growing existing support to advance SNMMI’s mission. This leader will translate strategic goals into actionable plans, managing a wide scope of fundraising activities with precision, creativity, and a deep understanding of nonprofit development principles.

Essential Duties and Responsibilities

• Lead the execution of SNMMI’s strategic fundraising plan, with a focus on individual and institutional giving.
• Secure annual unrestricted and restricted contributions from individuals and foundations.
• Design and implement a national calendar of targeted fundraising events and oversee the execution of the events.
• Establish and manage a planned giving program.
• Collaborate with SNMMI’s Fundraising Board and executive leadership to develop, implement, and evaluate both annual and long-term fundraising strategies.
• Create and maintain development policies and procedures aligned with SNMMI guidelines and industry best practices.
• Oversee donor cultivation, solicitation, and stewardship efforts to build and sustain long-term relationships.
• Direct donor and gift database management to ensure accuracy, efficiency, and strategic use of data.
• Forecast, allocate, and monitor development budgets in alignment with strategic objectives.
• Supervise a small team of development professionals; manage workflows, projects, and cross-functional initiatives.
• Provide ongoing mentorship, performance evaluation, and professional development for team members, fostering a collaborative and results-oriented environment.

Qualifications

Education and Experience

• Bachelor’s degree required; Master’s degree preferred.
• CFRE certification is highly
• Minimum of 10 years of progressively responsible fundraising experience, including success in major gifts, annual giving, and foundation relations.
• Demonstrated success in planning and executing comprehensive fundraising campaigns.
• Experience in a health-related association or nonprofit strongly preferred. 

Knowledge, Skills, and Abilities

• Expertise in all aspects of fundraising, including annual giving, planned giving, major gifts, grants, and events.
• Strong strategic planning and analytical skills.
• Deep understanding of compliance and regulations related to physician-directed philanthropy and continuing medical education (CME) support.
• Proven ability to develop, manage, and execute work plans with measurable goals and timelines.
• Strong administrative, budgeting, and resource allocation capabilities.
• Effective leadership and team-building skills; able to manage up, down, and across.
• Highly organized, detail-oriented, and able to manage multiple projects simultaneously.
• Excellent written and verbal communication skills.
• Familiarity with donor database systems (iMIS preferred) and fundraising platforms.
• Experience using statistical marketing models and data-driven strategies is a plus.

Travel Requirements

• Occasional travel is required. Candidates should expect overnight stays (5–7 nights) during SNMMI’s Annual and Mid-Winter Meetings.
• Additional travel may be required for donor cultivation, site visits, and partner meetings.
• Represents SNMMI at events, corporate and donor meetings, and other key engagements.

Training & Tools

• Must be willing to learn SNMMI’s internal systems, including:
  • OSR(budgeting software)
  • iMISFundraising Module
  • CMS(Content Management System)

Work Environment and Physical Demands

• This is a full-time position based in a professional office environment (remote or hybrid options may be considered).
• Must be able to perform standard office functions and attend meetings virtually and in person as required.

Application Instructions

Interested candidates should submit the following materials in PDF format:

1. Cover letter
2. Resume
3. Writing sample – a donor solicitation package (e.g., a cover letter and a case for support for a grant or gift program)

Please send all materials to Bernie@TaylorMadeExperience.com.