Oath: Advisor / Portfolio Manager

Oath: Advisor / Portfolio ManagerNew York, NY$90000 - $115000 (Yearly)OathFinanceOtherDepartmental Staff (a role in a specific department. Ex: Organizer, Finance Assistant, Social Media Manager)Resume required, cover letter optional OathOath 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 OpportunityYou'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 ResponsibilitiesManage a portfolio of clients: Build each client's giving plan around their goals, budget, and timingTranslate research into recommendations: Turn race research, FEC data, and Impact Score rankings into recommendations clients can act onBrief clients: Prepare client briefings, portfolio updates, and end-of-cycle impact reportsTrack every dollar: Track each client's contributions against their plan and flag gaps before key deadlinesGrow the program: Support new client onboarding and help scale the advising program for 2028Partner cross-functionally: Work with Growth and Partnerships on major donor strategy, events, and campaigns tied to major racesRequirementsCandidates must have valid authorization to work in the United States.3+ years in political finance, donor advising, campaign fundraising, or philanthropic advisingStrong knowledge of electoral politics and how races are won, from Senate seats to state legislaturesData-literate: comfortable with spreadsheets, FEC filings, and race ratingsClear, discreet communication with high-net-worth donorsHighly organized: can manage many clients and deadlines at once without dropping detailsMission-driven: genuine interest in progressive politics and donor engagement