Advisor Experience Relationship Analyst

skillventory - A Leading Talent Research Firm

Advisor Experience Relationship Analyst supporting ultra-high net worth donors and advisory firms. Provide outstanding client experiences while facilitating philanthropic conversations and solutions.

Posted 5/5/2026full-timeWestlake • North Carolina, Texas, Utah • 🇺🇸 United StatesMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

Responsible for providing an outstanding experience to clients comprising Donors and Financial Advisors
Interactions include consulting on various program offerings and service topics
Facilitate philanthropic conversations to understand a donor’s goals
Facilitate solutions for sophisticated transactions and client issues
Optimize the client experience related to Operations and Service
Drive happiness, high quality, and efficiency to build long-lasting relationships

Requirements

What you’ll need

Bachelor’s degree is required
3 years of relevant experience is required
Overseeing advisory firm relationships including communications, annual trainings, and onboarding support
Ability to manage multiple priorities and address potential impediments
Escalation remediation and prevention by deploying strategic consultation
Outstanding mentoring and leadership skills
Ability to effectively coach others, both internal and external partners
Relationship expertise, leading with empathy
Experience with Project Management principles to drive transformation
Knowledgeable of / willing to learn other team’s processes

Benefits

Comp & perks

Health insurance
401(k) matching
Flexible working hours
Paid time off
Remote work options

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

Project Management

Soft Skills

mentoringleadershipcoachingrelationship managementempathycommunicationproblem-solvingprioritizationconsultationclient experience optimization

Certifications

Bachelor’s degree