Senior Advisor Philanthropy Services

Overview

Lombard Odier is a global wealth and asset manager focused on sustainable investing. The firm provides discretionary and advisory portfolio management, wealth services and custody, asset management through Lombard Odier Investment Managers, and banking technology for other financial institutions. Our philosophy is "Rethink Everything." We are seeking a Senior Advisor, Philanthropy Services (80-100%), embedded in the LO Patrimonia entity within the Philanthropy Services team, to deliver tailor-made philanthropy advisory solutions and discretionary offerings.

• Deliver tailor-made philanthropy offering solutions to target markets and execute subsequent client mandates.
• Deliver discretionary philanthropy offering solutions to target markets and execute client mandates.
• Provide regular advice to relationship managers (RMs) on client cases; participate in a service team with wealth planners and portfolio managers when applicable.
• Help develop and curate the Lombard Odier tailor-made philanthropy flagship core offering (including demonstration cases and internal/external marketing materials).
• Conduct philanthropy research to support client servicing, prospecting, and positioning.
• Act in an entrepreneurial, proactive manner to help achieve team goals.
• Track results on efforts/resources deployed and outcomes using the Philanthropy Services business management tools and processes.
• Participate in outreach efforts and training of internal staff such as RMs as appropriate.

• Master’s degree in a relevant subject (e.g., economics, social sciences).
• Demonstrated philanthropy advisory competence and at least five years of sector experience.
• Demonstrated multi-tasking, project management and advisory experience.
• Fluent oral and written command of German, English and French, including the ability to write reports and copy-edit documents.
• Demonstrated philanthropy research competence (surveys, interviews, report preparation; publications a plus).
• Healthcare and climate change subject matter expertise a plus; non-profit field experience a plus.
• High energy, hard-working, team-oriented approach.

Our Maison’s DNA is defined by five core values:
Excellence, Innovation, Respect, Integrity, and One Team. We promote a diverse and inclusive work environment and are an equal opportunities employer. Lombard Odier is EDGE-certified for gender equality and actively supports internal mobility and upskilling.