Private Client Manager - CAF America Donor Fund
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Job title: Private Client Manager, CAF American Donor Fund
Job reference number: NS144
Contract: Permanent, full time, 35 hours per week
Location: Kings Hill or London based with hybrid working (min 2 days per week in the office)
Salary: Up to £47,000 per annum (depending on experience)
If you are passionate about delivering exemplary service and would like to engage some of the UK and USA’s leading philanthropists, this is the opportunity for you.
We’re looking for a talented Private Client Manager to join CAF American Donor Fund at Charities Aid Foundation (CAF).
What you’ll do
At CAF, every one of us contributes to our impact, and as our Private Client Manager you too will play an integral part in what we do.
CAF American Donor Fund is the market leading dual-qualified Donor Advised Fund, and this role will be crucial in developing an engaged and diverse portfolio of our dual UK and US taxpayer clients, including ultra-high net worth and high profile individuals. You will be responsible for providing them with an exceptional service, building trust, and enabling smooth processing of their charitable grants to organisations around the world. You will also be involved with generating ideas and supporting the development of their philanthropic strategy, in order to help them enjoy their philanthropy and have an even bigger social impact.
As our Private Client Manager you will help:
- Develop exciting new ideas to improve our product and help us continue to deliver a world class service for clients
- Drive business development by working closely with our intermediaries in the professional services sector, including Wealth Managers, Lawyers, IFAs and Accountants
Who you’ll be
This role is for you if you have experience of working in the philanthropy sector or have relevant transferable skills and are keen to make a difference to society. We are looking for:
- Experience in relationship management
- Working with a HNW audience
- A passion for philanthropy
- Strong networking skills
What’s in it for you
At CAF you will receive:
- Permanent hybrid ways of working where roles allow
- Six weeks holiday plus bank holidays
- A wide range of development opportunities to support personal and professional growth
- Pension scheme with better-than-market employer contribution options
- Social impact benefit schemes
For all our employer benefits and to gain an insight into our culture and values, please visit cafonline.org/careers.
Who we are
At Charities Aid Foundation we accelerate social progress by providing essential connections between donors, charities and communities.
We safeguard and deliver vital donations, offer expert advisory services and financial products to donors and charities, and provide tailored charity banking through our award-winning bank CAF Bank.
Our purpose is to enable a better landscape for giving and a fair and sustainable future for all.
Diversity and inclusion
We know that the more diverse and inclusive our organisation becomes, the more creative, effective and impactful we will be. Our aim is for our workforce to represent the society we serve, and we have embarked upon an ambitious pathway to achieve this.
We want to attract, retain and develop the best of talent at all levels, and provide a leading and great place to work, where every voice matters.
How to apply
The closing date for applications is Monday 29th December 2025.
Interview date: W/C 5th January 2025.
Please complete the form below, attach your CV and Cover letter, then click ‘Submit Application’ if applying via our website or send your CV to recruitment@cafonline.org quoting reference number NS144.
We welcome applications from everyone who feels they meet the criteria, regardless of age, sex/gender, disability, race, religion, national origin, sexual orientation, marital, veteran or parental status.
Don’t meet every single requirement? If you’re excited about this role but your experience doesn’t align perfectly, we encourage you to apply anyway. You may just be the right candidate for this or other roles.
As a Disability Confident Employer, we guarantee to interview disabled applicants who meet the minimum criteria for the role. Please indicate on the application form if you would like to be considered as part of the Disability Confident Scheme.
To apply for this role you must be able to provide proof of your Right to Work in the UK.
So we can support you to be your best during the application or interview process, please contact our Recruitment team at recruitment@cafonline.org or 03000 123 566 to request assistance or reasonable adjustments
Job Reference: NS144