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.