Private Client Advisor

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Foundation Source

WebsiteLinkedInAll Job Openings

201 - 500 employees

As the nation’s largest provider of foundation management services, we’re a trusted source for philanthropic expertise. We invest in industry-leading technology for private foundations and offer a configurable suite of administrative, compliance and advisory solutions that meet you where you are in your philanthropic journey.

📋 Description

• Serve as the primary relationship manager for a portfolio of private foundations. • Respond to client inquiries with care, clarity, and precision across email, phone, and video communications. • Provide relevant insights and updates to proactively support client success and long-term engagement. • Support client retention goals by consistently delivering high-value, trustworthy service. • Collaborate with sales and relationship teams as needed, contributing insight and technical knowledge in prospect meetings. • Manage administrative and compliance processes, ensuring each foundation meets its legal and reporting obligations. • Coordinate efforts across departments—grantmaking, tax, legal, and technology—so clients receive seamless, integrated support. • Maintain rigorous attention to accuracy, timelines, and process integrity in all client-related operations. • Lead the onboarding of new foundations, tailoring our technology platform (Impactfully) and services to meet each client’s needs. • Serve as a source of knowledge on private foundation regulations, operational best practices, and our expanding suite of solutions. • Help clients navigate changes and growth opportunities with thoughtful, well-informed recommendations. • Continuously expand your expertise in philanthropy, nonprofit compliance, and Foundation Source tools and services. • Identify opportunities for internal process improvements and client service enhancements. • Engage constructively with internal teams to ensure our systems evolve in ways that serve clients better—without sacrificing precision.

🎯 Requirements

• 1–2 years in a client-facing, administrative, or compliance support role—ideally within philanthropy, financial services, or a family office. • Experience in a high-accountability, professional services setting preferred. • Bachelor’s degree or equivalent professional experience required. • A methodical, service-oriented mindset with strong organizational skills and attention to detail. • Strong written and verbal communication skills with a professional, composed tone. • Natural curiosity and a desire to build subject-matter expertise in philanthropy, compliance, and operations. • Comfort with structure, deadlines, and multitasking across a portfolio of clients. • Proficiency in Microsoft Office and the ability to learn internal platforms and client tools. • High integrity and a deep respect for confidentiality in client interactions.

🏖️ Benefits

• Dedicated Workspace: Must have a home office or workspace that is free of distractions and interruptions to ensure productivity and focus during work hours. • Reliable Internet Connection: High-speed internet is required to support video conferencing, file sharing, and other work-related technology needs.