Advisor

We’re now looking for a philanthropic Advisor to join our Advisory team which is part of our Member Experience function, responsible for our members' entire journey once they sign a pledge. Our Advisory team is pivotal in supporting our members in their philanthropy by providing values-based philanthropic advice and recommendations to deploy grants to some of the highest-impact funding opportunities identified by our Research team.

You’ll report to our Chief Experience Officer, acting as a true thought-partner to our members in their philanthropic journey, building deep 1-1 connections to help them achieve both their individual philanthropic and our internal goals. 

You’ll also play an important role within the Advisory team by:
* Supporting the Senior and Principal Advisors in their preparation and documentation of meetings and consultations.
* Maximizing the impact of the team’s work by ensuring our CRM is fit for purpose and contributing to its improvement.
* Helping make sure the Advisory team and cross-functional processes are smooth and efficient.

In this influential and important role, you’ll grow into a true expert in philanthropic advising and effective giving, with exposure to high-net-worth and high-influence founders and CEOs. You’ll inspire and influence, building deep connections and a deep understanding of our members’ giving motivations.

You’ll be responsible for:
* Managing relationships with a portfolio of members. When our members are ready to give, you’ll work with them to build their portfolio of high-impact giving. This includes leading consultations and advisory meetings in person, via video conference, or calls in person.
* Driving advisory project coordination and systems management, ensuring our Salesforce platform is set up to give us the best insight into our member’s progress with Advisory, including data collection, reporting, and coordination needs, such as Salesforce/CRM documentation (pulling reports, tracking OKR progress, and updating advisory documentation).
* Supporting Senior and Principal Advisors, where required, in preparation for meetings with (U)HNWIs, including collating prep notes, meeting briefs and important insight. 
* Working cross-functionally to triage inbound, internal requests, and referrals for the advisory team and liaise on the impact analytics of the advisory team’s efforts for data compilation and analysis.
* Supporting and facilitating events to provide an educational experience for our members.
* Driving the development of advisory communications assets, which the team uses to inspire members to enter the service and stay engaged within their time-bound advisory journey. This might include marketing materials, service delivery tools that advisors use, report writing, and copywriting for high-impact funding opportunity campaigns.