Institutional Client Advisor

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.