Crm Officer

I am thrilled to be partnering with a registered charity dedicated to enhancing philanthropy by providing personalised services to individuals, families, and groups of donors to find a Relationship manager to join their team.

Position: Relationship Manager

Salary: £26,000 - £30,000 per annum (dependent on skills and experience)

Role: Full-time, Permanent

Location: London, W1 (On-site, 3 to 4 days in office and 1 to 2 days WFH)

Reporting to: Senior Relationship Manager

About this Charity

This is a registered charity dedicated to enhancing philanthropy by providing personalised services to individuals, families, and groups of donors. They specialise in facilitating charitable giving for high-net-worth individuals, foundations, and collective groups, offering tailored solutions that streamline the process of giving. Tthey are committed to professionalism, dynamism, and hard work. The team consists of talented individuals who are passionate about making a positive impact in the charitable sector. Through their Donor Advised Fund (DAF) services and Collective Fund (CF) services, they work hand-in-hand with high-net-worth individuals, families, and groups to facilitate their philanthropic endeavours, making charitable giving easier, more impactful, and tax-efficient.

About the Role

Join as a Relationship Manager and become a key player in managing a variety of dynamic and impactful accounts within the organisation. You'll work hand-in-hand with our dedicated team, personally overseeing a portfolio of High Net Worth (HNW) donors and their charitable contributions, as well as several Collective Funds accounts. Your role will encompass financial administration, client engagement, due diligence, and crafting innovative strategies to enhance donor stewardship. Thrive in our fast-paced, entrepreneurial environment, and see firsthand the significant impact of your work as you drive increased funds into the charitable sector.

About You

Are you detail-oriented, highly organised, and an excellent communicator? If so, you could be the perfect fit for our team. We are looking for someone with:

• Outstanding Communication Skills: Proven ability to effectively engage with clients and stakeholders.
• Exceptional Donor Stewardship: Understanding of HNW service expectations and dedication to delivering top-notch donor care.
• Confident Public Speaker: Ability to represent the charity and clearly explain complex concepts.
• Responsible: Comfortable managing confidential information with integrity.
• Attention to Detail: Meticulous and adept at juggling multiple priorities under pressure.
• Team Collaboration: Capable of working well with others to enhance client management processes.
• Tech Savvy: Proficient in Microsoft Office and other relevant software tools for efficient administration.
• Proactive Problem-Solver: Self-motivated with a solution-driven approach to challenges.

If you are enthusiastic about this opportunity and possess the necessary qualifications and skills, we encourage you to apply. We are working in partnership with the charity. All applications will need to be made via Charity People.

The application process is CV and Supporting Statement. In the first instance, please send your updated CV to Tanya at Charity People for more information or contact Tanya for an informal confidential chat about the role and to hear more about the next steps. We are operating on a rolling basis so do get in touch asap as the role may close early.

Charity People actively promotes equality, diversity and inclusion. We match charity needs with the skills and experience of candidates, irrespective of age, disability (including hidden disabilities), gender, gender identity or gender reassignment, marriage and civil partnership, pregnancy and maternity, race, religion or belief, or sexual orientation. We do this because we know greater diversity will lead to even greater results for the charities we work with.