Manager, Advisory

Climate Lead•San Francisco, CA

1d•Hybrid

About The Position

The Manager, Advisory serves as a strategic partner, proxy, and force multiplier for the advisory-related work of Climate Lead’s President, Jennifer Kitt. The focus of this role is on the President’s impact across advising and donor engagement by coordinating cross-functional workflows, establishing clear tracking systems, and ensuring high-priority donor engagements, ambassador relationships, and organizational initiatives move with speed, rigor, and clarity. On a day-to-day basis, this position prepares presidential briefings, tracks follow-through across teams, synthesizes post-meeting insights, handles data entry, and builds scalable processes. Reporting directly to the Associate Director, Advisory, this role serves as the critical operational bridge linking the President’s priorities with the broader Advisory Team. Sitting at the intersection of strategy and execution, the ideal candidate combines high-signal coordination, startup-style operational agility, executive presence, exceptional writing, and the ability to influence without authority. This role has no direct reports or managerial responsibilities.

Requirements

5–8+ years of experience in strategic operations, Chief of Staff support, customer success, impact investing, or high-touch gift advising/fundraising.
Demonstrated poise, discretion, and effectiveness navigating complex environments and engaging high-stakes stakeholders, such as ultra-high-net-worth individuals, global influencers, or executive leadership.
Strong fluency in CRM tools (e.g., Salesforce), project management platforms (e.g., Asana), and modern AI/productivity platforms.

Nice To Haves

Prior climate or philanthropy experience is welcome, but not required. We strongly encourage applications from fast-paced corporate, startup, or consulting environments where candidates demonstrate rapid domain learning, complex stakeholder coordination, and execution rigor.
Fast-paced corporate, startup, or consulting environments where candidates demonstrate rapid domain learning, complex stakeholder coordination, and execution rigor.
Global & UHNW Stakeholder Experience
Proven Project & Systems Management

Responsibilities

Gather inputs from across the organization and distill the information into clear, prioritized context and actionable next steps for Presidential initiatives.
Partner collaboratively with the Advisory team so the President enters high-stakes engagements equipped with context, while ensuring post-meeting insights and agreed-upon action items are synthesized and seamlessly routed to leaders for ongoing stewardship.
Serve as an operational bridge across teams by coordinating deliverables, driving follow-through on cross-functional commitments, and resolving workflow bottlenecks before they reach the President.
Serve as a key connector across the President’s support ecosystem, partnering seamlessly with the Associate Director, Executive Operations (Board & executive operations) and the Executive Assistant (logistics/calendar), to drive unified information flow, alignment, and execution.
Turn ambiguous executive ideas and high-level strategic conversations into structured, trackable workstreams with clear owners, deliverables, and deadlines.
Maintain and improve processes and leverage Salesforce, Asana, and modern productivity tools to track the President’s portfolio, donor commitments, and key deliverables with high precision.
Identify opportunities to integrate strategic automation, AI tools, and digital workflows that maximize executive efficiency and information velocity.
Attend select donor, partner, and ambassador meetings alongside the President to capture strategic nuance, synthesize insights, and drive follow-up.
Draft presidential-level briefings, donor summaries, and follow-ups that authentically capture the President’s strategic voice, tone, and intent.
Serve as a strategic filter for the President, routing internal and external advisory requests so time is reserved for the highest-leverage decision points and donor opportunities.