Advisor / Portfolio Manager

About Oath

Oath 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 Opportunity

Youll be the day-to-day advisor for some of Oaths highest-dollar donors. Your mission is to turn Oaths research into clear, personal giving plans and make sure every clients money goes where it matters most. In 2028, youll help clients plan across presidential, Senate, House, and downballot races, and youll help grow the advising program to meet the biggest cycle in Oaths history. This role combines political analysis with client relationship management. Youll work closely with the Head of Personal Advising and the Data team, with real ownership over your client book.

Key Responsibilities

Manage a portfolio of clients: Build each clients giving plan around their goals, budget, and timing
Translate research into recommendations: Turn race research, FEC data, and Impact Score rankings into recommendations clients can act on
Brief clients: Prepare client briefings, portfolio updates, and end-of-cycle impact reports
Track every dollar: Track each clients contributions against their plan and flag gaps before key deadlines
Grow the program: Support new client onboarding and help scale the advising program for 2028
Partner cross-functionally: Work with Growth and Partnerships on major donor strategy, events, and campaigns tied to major races
Requirements
3+ years 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
Data-literate: comfortable with spreadsheets, FEC filings, and race ratings
Clear, discreet communication with high-net-worth donors
Highly organized: can manage many clients and deadlines at once without dropping details
Mission-driven: genuine interest in progressive politics and donor engagement
Benefits
Base Salary: $90k-$115k
Equity package
Health Insurance: Comprehensive medical, dental, and vision coverage
Retirement: 401(k) matching
Time Off: Flexible PTO
Office: 3 days per week in our NYC headquarters; flexible remote work for the other 2 days