Private Client Advisor

@ Foundation Source

Overview

As a Private Client Advisor at Foundation Source, you will be a trusted point of contact for private foundations and their advisors. This role is ideal for professionals who thrive in structured environments, enjoy problem-solving through deep expertise, and value meaningful, long-term client relationships.

Key Responsibilities

Client Relationship Stewardship (30%)

• Serve as primary relationship manager for a portfolio of private foundations.
• Respond to client inquiries with care and precision.
• Provide insights and updates for long-term engagement.
• Support client retention with high-value and trustworthy service.
• Collaborate with sales and relationship teams in prospect meetings.

Operational Oversight & Coordination (30%)

• Manage administrative and compliance processes ensuring legal obligations.
• Coordinate with departments such as grantmaking, tax, legal, and technology.
• Maintain accuracy, timelines, and process integrity.

Client Onboarding & Education (30%)

• Lead onboarding of new foundations using the Impactfully platform.
• Provide knowledge on private foundation regulations and best practices.
• Offer well-informed recommendations on growth opportunities.

Professional Development & Process Improvement (10%)

• Expand expertise in philanthropy, nonprofit compliance, and Foundation Source tools.
• Identify opportunities for internal process improvements.
• Engage with teams to evolve systems improving client service.

Requirements

1–2 years experience in a client-facing, administrative, or compliance support role; Bachelor's degree or equivalent experience; strong organizational, written and verbal communication skills; proficiency in Microsoft Office; and ability to manage multiple client portfolios with integrity and confidentiality.

Remote Work Environment

Must have a dedicated home workspace, reliable high-speed internet, and ability to meet physical demands as described.

Equal Opportunity Employer

Foundation Source provides equal opportunities regardless of race, color, religion, national origin, sex, age, disability, or genetic information.

Salary Description

The salary range for this role is $65,000 - $85,000.

Key skills/competency

• Client Relationship
• Account Management
• Operational Oversight
• Compliance
• Onboarding
• Philanthropy
• Administrative
• Microsoft Office
• Communication
• Process Improvement