Institutional Client Advisor

Endowment Partners; Las Vegas (NV); On-site; USD 100,000 - 120,000; Full time

Benefits offered by this job

401(k) plan with employer matching

15 days of paid time off

Health, dental, and vision insurance

Access to a concierge doctor

Bonus structure based on performance

Job summary

A prominent investment advisory firm is seeking an Institutional Client Advisor to build and maintain deep relationships with institutional clients. This senior role requires a strong background in capital markets and excellent communication skills. The ideal candidate will have over 7 years of industry experience and a Bachelor's degree, with proficiency in portfolio analysis tools. This position offers competitive compensation and an opportunity to influence the firm’s direction while working closely with senior leadership.

Qualifications

• 7+ years of industry experience.
• Exceptional interpersonal, presentation, and written communication skills.
• Alignment with core values: integrity, excellence, discipline, and continual improvement.
• Proficiency with portfolio analysis and reporting tools.

Responsibilities

• Serve as primary point of contact for institutional clients.
• Build deep relationships with investment committees, boards, and executive leadership.
• Analyze client financial situations and assist in developing Investment Policy Statements.
• Lead quarterly performance reporting and portfolio review meetings.

Skills

Strong interpersonal skills

Presentation skills

Written communication skills

Deep understanding of capital markets

Highly organized

Education

Bachelor's degree in related field

Series 65

Tools

Portfolio analysis and reporting tools

Job description

Endowment Partners, LLC is an institutional investment advisory firm serving endowments, foundations, and other mission-driven organizations. We partner with clients to deliver disciplined investment advice, thoughtful governance support, and clear communication in service of long-term charitable impact.

We are seeking an Institutional Client Advisor to work closely with the CEO and senior leadership, represent the Firm publicly, and serve as a trusted advisor to our institutional clients. This is a senior, visible role responsible for stewarding deep relationships with investment committees, boards, and executive leadership, while helping strengthen existing partnerships and develop new ones. The ideal candidate is intellectually curious, capital-markets-driven, and brings both strong technical investment expertise and the ability to communicate complex ideas clearly to diverse audiences.

Responsibilities

• Serve as the primary point of contact for institutional clients, maintaining a high standard of responsiveness, professionalism, and follow-through.
• Build deep, trusted relationships with investment committees, boards of directors, executive leadership, and external stakeholders.
• Anticipate client needs and proactively identify opportunities to enhance service, deliverables, and outcomes based on client feedback.
• Analyze client financial situations and assist in developing and updating Investment Policy Statements aligned with client goals, risk tolerance, time horizon, and spending policies.
• Partner with the Investment Team to implement investment strategies across client portfolios.
• Lead quarterly performance reporting and portfolio review meetings, translating complex investment data into clear, actionable insights.
• Communicate effectively across topics including capital markets, asset allocation, alternative investments, performance metrics, and the Firm's proprietary strategies.
• Prepare and deliver polished presentations, committee materials, and proposals for clients and prospects.
• Maintain detailed and accurate records in CRM and portfolio management systems, with personal accountability for deadlines and deliverables.
• Support firm growth by identifying referral opportunities, participating in prospect meetings, and contributing to proposal and RFP efforts.
• Foster open communication across departments to support a consistent, high-quality client experience.
• Ensure all advisory activities are in compliance with regulatory standards and internal policies.

Required Qualifications

• 7+ years of industry experience
• Bachelor's degree in related field
• Series 65
• Exceptional interpersonal, presentation, and written communication skills
• Alignment with our core values: integrity, excellence, discipline, and continual improvement
• Deep understanding of capital markets, portfolio construction, performance analysis, and regulatory standards.
• Proficiency with portfolio analysis and reporting tools.
• Highly organized, detail-oriented, and accountable.

Preferred

• CFA® or CIMA® designation (or in progress)

Benefits

• 401(k) plan with employer matching
• 15 days of paid time off (PTO), accrued annually
• Stock exchange holidays observed
• Health, dental, and vision insurance
• Access to a concierge doctor
• Opportunity to work closely with senior leadership and influence the Firm's direction
• Relationship-driven work with mission-oriented clients
• Bonus structure based on performance and Firm growth

Compensation

• Base salary range: $100,000–$120,000
• Additional compensation: bonus structure based on performance and Firm growth

If you are excited about the opportunity to grow with Endowment Partners and play a meaningful role in the success of mission‑driven organizations, please submit a resume and cover letter.

Endowment Partners is an equal opportunity employer. We welcome all qualified applicants and are committed to fostering an inclusive, diverse, and high‑performing workplace.