Advisor / Portfolio Manager

Oath•New York, NY

18h•$90,000 - $115,000•Hybrid

About The Position

Oath is a strategic giving platform that helps donors maximize the impact of their contributions by guiding them toward races and causes where their dollars can make the greatest impact. Oath has directed more than $150 million while protecting donors' data and avoiding the spam and spin of other giving platforms. The Advisor / Portfolio Manager will serve as the day-to-day advisor for some of Oath's highest-dollar donors. The role turns Oath's research into clear, personalized giving plans and helps ensure clients' contributions are directed where they can have the greatest impact. In 2028, the advisor will help clients plan across presidential, Senate, House, and downballot races, while helping grow the advising program for Oath's biggest cycle to date. The position combines political analysis with client relationship management and has ownership of a client book. The advisor will work closely with the Head of Personal Advising and the Data team.

Requirements

At least 3 years of experience 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.
Comfort with spreadsheets, FEC filings, and race ratings.
Clear and discreet communication skills with high-net-worth donors.
Strong organizational skills and the ability to manage many clients and deadlines without losing details.
Genuine interest in progressive politics and donor engagement.

Responsibilities

Manage a portfolio of clients and build each client's giving plan around their goals, budget, and timing.
Translate race research, FEC data, and Impact Score rankings into actionable recommendations for clients.
Prepare client briefings, portfolio updates, and end-of-cycle impact reports.
Track each client's contributions against their plan and flag gaps before key deadlines.
Support new client onboarding and help scale the advising program for 2028.
Work with Growth and Partnerships on major donor strategy, events, and campaigns tied to major races.