Oath: Advisor / Portfolio Manager

Job Post; New York (NY); On-site; USD 90,000 - 115,000; Part time

Job summary

Oath is seeking an Advisor / Portfolio Manager in New York, NY to serve as day-to-day advisor for high-dollar donors. You will craft giving plans, translate research into recommendations, and manage client relationships to ensure funds are allocated effectively in major races.

In this role, you will work with the Head of Personal Advising and Data team, owning your client book and helping the advising program grow for 2028.

Qualifications

• 3+ years in political finance, donor advising, campaign fundraising, or philanthropic advising.
• Strong knowledge of electoral politics and how races are won from Senate to state legislatures.
• Data-literate: comfortable with spreadsheets and FEC filings.
• 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.

Responsibilities

• Manage a portfolio of clients: build each client's giving plan around goals, budget, and timing.
• Translate research into recommendations: turn race research, FEC data, and Impact Score rankings into actionable guidance.
• Brief clients: prepare client briefings, portfolio updates, and end-of-cycle impact reports.
• Track every dollar: monitor contributions against the plan and flag gaps before deadlines.
• Grow the program: support onboarding and scale the advising program for 2028.
• Partner cross-functionally: collaborate with Growth and Partnerships on donor strategy, events, and campaigns.

Skills

Client portfolio management

Electoral politics knowledge

Data literacy

Discreet communication

Organization

Mission-driven

Job description

Oath: Advisor / Portfolio Manager

LOCATION

New York, NY

SALARY

$90000 - $115000 (Yearly)

COMPANY

Oath

DEPARTMENT

Finance

EMPLOYMENT TYPE

Other

MINIMUM LEVEL OF EXPERIENCE

Departmental Staff (a role in a specific department. Ex: Organizer, Finance Assistant, Social Media Manager)

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

• Candidates must have valid authorization to work in the United States.

• 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