Private Client Advisor

As a Private Client Advisor at Foundation Source, you are a trusted point of contact for private foundations and their advisors—bringing a steady, detail-oriented approach to relationship and account management. This role is ideal for professionals who thrive in structured environments, enjoy problem-solving through deep expertise, and value meaningful, long-term client relationships. You serve as a reliable guide and liaison, helping ensure that each foundation operates smoothly, compliantly, and with purpose.

Key Responsibilities & Percentages:

Client Relationship Stewardship (30%)

• 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.

Operational Oversight & Coordination (30%)

• 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.

Client Onboarding & Education (30%)

• 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.

Professional Development & Process Improvement (10%)

• 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.

Desired Knowledge, Skills, & Abilities:

• 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.

Job Requirements for Remote Work Environment:

• 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.

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers, handle or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit; and reach with hands and arms. The employee must occasionally lift and/or move up to 15 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually low to moderate.

An Equal Opportunity Employer

We do not discriminate based on race, color, religion, national origin, sex, age, disability, genetic information, or any other status protected by law or regulation. It is our intention that all qualified applicants are given equal opportunity and that selection decisions be based on job-related factors.