Advisor / Portfolio Manager

Oath; New York (NY); Hybrid; USD 90,000 - 115,000; Full time

Benefits offered by this job

Base Salary: $90k-$115k

Equity package

Health Insurance: Comprehensive

Retirement: 401(k) matching

Flexible PTO

Office: 3 days in NYC HQ; 2 days flex-

Job summary

Oath, a strategic giving platform, is seeking a day-to-day advisor for high-dollar donors in New York. You will turn research into personalized giving plans and manage client money across presidential, Senate and downballot races, with ownership over your book.

Work closely with the Head of Personal Advising and Data teams to scale the program. Responsibilities include building client plans, turning race data into actionable recommendations, briefing clients, and reporting impact.

Qualifications

• For 3+ years, experience in political finance, donor advising, fundraising, or philanthropic advising.
• Strong knowledge of electoral politics from Senate to state legislatures.
• Data-literate: comfortable with spreadsheets, data, and ratings like FEC filings.
• Clear, discreet communication with high-net-worth donors.
• Highly organized: able to manage many clients and deadlines.
• Mission-driven with genuine interest in progressive politics and donor engagement.

Responsibilities

• Manage a portfolio of clients and build giving plans around goals, budget and timing.
• Translate research into clear recommendations clients can act on.
• Brief clients with concise briefings, updates and impact reports.
• Track each client's contributions against the plan and flag gaps before deadlines.
• Grow the program by onboarding new clients and scaling for 2028.
• Partner cross-functionally with Growth and Partnerships on donor strategy and events.

Skills

Political finance

Donor advising

Campaign fundraising

Donor engagement

Communication

Tools

Spreadsheets

Data analysis tools

Job description

About Oath Oath is the strategic giving platform designed to help donors maximize the impact of their contributions by guiding them to the races and causes where their dollars can make the greatest impact. Oath has directed over $150M while protecting donors' data and avoiding the spam and spin of other giving platforms. As the one stop shop for a generation of donors who want to make a difference, Oath is building the future of philanthropy.

The Opportunity You'll be the day-to-day advisor for some of Oath's highest-dollar donors. Your mission is to turn Oath's research into clear, personal giving plans and make sure every client's money goes where it matters most. In 2028, you'll help clients plan across presidential, Senate, House, and downballot races, and you'll help grow the advising program to meet the biggest cycle in Oath's history. This role combines political analysis with client relationship management. You'll work closely with the Head of Personal Advising and the Data team, with real ownership over your client book.

Key Responsibilities

• Manage a portfolio of clients: Build each client's giving plan around their goals, budget, and timing
• Translate research into recommendations: Turn race research, FEC data, and Impact Score rankings into recommendations clients can act on
• Brief clients: Prepare client briefings, portfolio updates, and end-of-cycle impact reports
• Track every dollar: Track each client's contributions against their plan and flag gaps before key deadlines
• Grow the program: Support new client onboarding and help scale the advising program for 2028
• Partner cross-functionally: Work with Growth and Partnerships on major donor strategy, events, and campaigns tied to major races

Requirements

• 3+ years in political finance, donor advising, campaign fundraising, or philanthropic advising
• Strong knowledge of electoral politics and how races are won, from Senate seats to state legislatures
• Data-literate: comfortable with spreadsheets, FEC filings, and race ratings
• Clear, discreet communication with high-net-worth donors
• Highly organized: can manage many clients and deadlines at once without dropping details
• Mission-driven: genuine interest in progressive politics and donor engagement

Benefits

• Base Salary: $90k-$115k
• Equity package
• Health Insurance: Comprehensive medical, dental, and vision coverage
• Retirement: 401(k) matching
• Time Off: Flexible PTO
• Office: 3 days per week in our NYC headquarters; flexible remote work for the other 2 days