Portfolio Manager

JOB SUMMARY

ESSENTIAL JOB FUNCTIONS

• Client & Relationship Support (35%)
  • Serve as a primary or secondary point of contact for assigned portfolio of donors, supporting complex philanthropic activity and transactions often exceeding $10M.
  • Participate in donor, advisor, and family office conversations alongside Relationship Managers/Executives to support relationship continuity and engagement.
  • Maintain strong knowledge of assigned donor relationships, including philanthropic intent, historical activity, transaction patterns, service preferences, and timing sensitivities.
  • Identify and elevate new growth opportunities to Relationship Managers/Executives to support proactive relationship opportunities and donor expansion.
  • Provide proactive support by anticipating operational needs, managing donor communications, monitoring daily activity, and maintaining continuity during Relationship Manager/Executive absence.
• Operational Transaction Support (35%)
  • Independently coordinate, monitor, and execute transactions, including multi-million-dollar asset movements and other high-value donor activity.
  • Apply established processes and internal controls to ensure accurate processing, documentation, reconciliation, system entry, and follow-through.
  • Identify transaction issues, dependencies, risks, or delays; escalate appropriately and partner with internal teams to resolve and prevent recurrence.
  • Serve as a liaison to internal teams, tracking milestones and providing timely status updates to stakeholders.
• Judgment, Risk Awareness & Quality (20%)
  • Exercise sound judgment when managing transactions, recognizing when complexity or risk requires escalation or additional review.
  • Perform quality checks on transactions, reporting, and documentation to ensure alignment with donor intent and internal standards.
  • Monitor operational friction points and share observations with leadership to support continuous improvement.
• Process Discipline & Improvement Contribution (10%)
  • Apply documented processes for large-scale philanthropic transactions and identify opportunities to clarify or improve execution.
  • Recommend process updates that drive efficiency and enhance the donor experience.
  • Contribute subject matter expertise to special projects and initiatives.
  • Share insights, trends, and observations on donor activity to inform enhancements and operational improvements.

QUALIFICATIONS

• Education & Training
  • Bachelor’s degree required, or equivalent combination of education and related experience.
• Licensure & Certification
  • Chartered Advisor in Philanthropy (CAP) designation required within 18 months of hire.
• Knowledge, Skill, and Ability
  • Knowledge of philanthropic vehicles, wealth operations, and high-value financial transactions.
  • Skilled in applying operational controls, reconciling complex transactions, and ensuring accuracy in high-risk environments.
  • Able to exercise sound judgment and escalate issues appropriately, particularly in situations involving significant financial value or donor sensitivity.
  • Able to manage multiple priorities, deadlines, and stakeholders in a fast-paced, highly scrutinized environment.
  • Skilled in written and verbal communication, including interaction with senior internal partners, donors, and external advisors.
  • Proficient with customer relationship management and operational systems, including Salesforce.
• Experience
  • Minimum of five years of related experience in financial services, philanthropy, wealth operations, or complex client service.
  • Demonstrated experience supporting multi-million-dollar transactions, including exposure to transactions exceeding $10 million.