Charities Relationship Manager

Nigel James Associates Ltd; Bath; Hybrid; GBP 60,000 - 90,000; Full time

Benefits offered by this job

Hybrid work from Bath

Discretionary bonus

Study support

Pension and benefits

Job summary

Nigel James Associates Ltd in Bath is seeking a Charity Relationship Manager to own day-to-day relationship management of charity client book, lead reporting cycles, and present to trustees and investment committees, while coordinating with the investment team. The role offers hybrid working from Bath with national travel, a discretionary bonus, and full study support.

Candidates should have 4–8 years in charity investment management or related trustee-facing roles and a strong network in UK

Qualifications

• Around 4–8 years of experience in charity investment management, investment consulting, OCIO, or trustee-facing client role.
• Experience running reporting cycles and client meetings with a high degree of independence.
• Knowledge of charity investment matters (CC14, endowments, reserves, spending policy, SIPs, manager research, performance reporting, responsible investment).
• Qualified or progressing in Level 6/7 or CISI Wealth Manager; Level 4 considered with commitment.

Responsibilities

• Own day-to-day relationship management of charity client book and be primary contact for trustees.
• Lead quarterly and half-year reporting cycles, present at meetings, and run client reviews.
• Coordinate delivery with investment team on review packs, policy statements, and monitoring.
• Onboard new mandates as won.
• Support business development including pitches and tender documents with the MD.
• Build a presence in charity investment sector through events and connections.

Skills

Charity investment

Investment reporting

Relationship management

Trustee-facing client work

Networking in charity sector

Client-first mindset

Education

CFA Charterholder

CISI Chartered Wealth Manager

Level 4 (with commitment to study)

Job description

COMPETITIVE SALARY | DISCRETIONARY BONUS | BATH | HYBRID | STUDY SUPPORT

A rare and compelling opportunity to join one of the most ambitious and fast-growing independent wealth management businesses in the Southwest in a newly created Charity Relationship Manager role.

Our client is a specialist wealth management firm based in Bath, founded by highly experienced and senior people in the industry. The firm is growing quickly and this hire has been created to take ownership of the day-to-day relationship management of an established and growing charity client book, freeing the Managing Director to focus on winning the next wave of significant mandates. You will be the face of the firm to clients/trustees, leading quarterly and half-year reporting cycles, presenting at trustee and investment committee meetings, and being the person charity clients know and trust between formal reviews.

The role:

• Own the day-to-day relationship management of the charity client book, acting as the primary point of contact for trustees
• Lead quarterly and half-year reporting cycles, present at trustee and investment committee meetings, and run routine client reviews
• Coordinate delivery with the wider investment team across review packs, statements of investment policy, drawdown and spending frameworks, and manager monitoring
• Onboard new mandates as they are won
• Support business development activity including pitch preparation, tender documents, and attending alongside the Managing Director
• Build a presence in the charity investment sector through events and professional connections

What we are looking for:

• Around 4-8 years of experience in charity investment management, investment consulting, OCIO, or a trustee-facing client role, with genuine credibility in front of investment committees
• Experience running reporting cycles and client meetings with a high degree of independence
• Good working knowledge of charity investment matters including CC14, permanent endowment and total return, reserves and spending policy, SIPs, manager research, performance reporting, and responsible investment
• Level 6 or 7 investment qualification preferred - CFA charterholder or progressing, or CISI Chartered Wealth Manager - though Level 4 with a clear commitment to further study will also be considered
• An existing network in the UK charity investment sector is a plus rather than a requirement
• Low ego, high standards, client-first. This is a small ambitious firm and the successful candidate will be hands-on and motivated by building something

What is on offer:

• A competitive base salary with a discretionary bonus linked to client retention, service quality, and contribution to new business
• Full study support for further qualifications
• Pension and benefits package
• Hybrid working from Bath with national travel to clients
• A clear path to Head of Charities for the right person as the book continues to grow - a real possibility earned through the quality of relationships and contribution to the business

If you are an experienced charity investment professional looking for the opportunity to take genuine ownership of a client book at an ambitious, founder-led firm, this is well worth a conversation.