Collective Fund Manager

Salary:
Starting at £50,000 per annum

Role:
Full Time, Permanent – On-site 3 days per week, 2 days WFH

We are looking for an experienced and solutions-focused Collective Fund Manager to lead and continuously improve Prism’s Collective Fund service. The role combines client relationship management, new business assessment, operational oversight, compliance coordination, process development and team leadership. The successful candidate will manage a portfolio of Collective Fund clients, support Relationship Managers with complex accounts, and ensure that Collective Fund processes are efficient, consistent and responsive to client needs.

This is an opportunity to play a central role in developing Prism’s Collective Fund offering while supporting the safe and effective delivery of charitable activity.

Prism the Gift Fund (Prism) is a UK registered charity, and company limited by guarantee in England and Wales. Its objective is to increase the distribution of charitable funds globally to charities, not for profits and social enterprises. It does this by offering a personal service to administer the giving of HNW individuals, groups and foundations making significant gifts. Our growing team is a talented group of exceptional colleagues who are professional, entrepreneurial and hardworking.

Prism won the Philanthropy Offering/Initiative of the Year in the Wealth Briefing European Awards 2024 and Outstanding Contribution to Wealth for Good Initiatives in the Wealth For Good  Awards 2024. For the last four years, Prism has been included in the Spear's 500 top recommended advisers in the Philanthropy category and won the 2026 City Wealth Power woman Award supporting women in leadership roles.

Our CEO and Co-Founder, Anna Josse, won the 2025 Wealth Briefing Wealth for Good award 2025 for Overall Female Executive Championing a Wealth for Good Strategy. Anna Josse is also listed as one of the top ten philanthropy advisers in the UK in Spear’s 500.

Since Inception, Prism Has Received Donation And Other Income Of Nearly £1b And Distributed More Than £600m All Over The World. It Currently Holds ~£450m Worth Of Managed Assets. Prism’s Mission Of Increasing The Flow Of Funds Into The Charitable Sector Is Achieved Through Two Key Offerings

• Donor Advised Fund (DAF) services to HNW / UHNW individuals & families who channel their national and international philanthropy through Prism as a time, cost, and tax effective alternative to one’s own grant making foundation.
• Collective Fund services - charitable, finance, and governance infrastructure - to groups who want to create brands or projects of a charitable nature under Prism’s auspices. The Collective Fund enters into a relationship with Prism, benefiting from our charitable expertise, a full administrative service including due diligence and disbursement of the funds raised in their name.

• Review and update Collective Fund processes, identifying and implementing more effective and efficient ways of working.
• Structure, lead and develop training for Relationship Managers on Collective Fund processes.
• Input into the design and delivery of Prism’s new CRM as well as AI driven integrations including training for the team where relevant.

• Have oversight of all Prism’s Collective Fund clients supporting Relationship Managers with complex client requirements, sensitive communications, account closures and operational needs.
• Manage a portfolio of Collective Fund clients, including clients with complex needs or requirements, while maintaining a strong understanding of day-to-day operating processes.
• Lead the relationship with Myriad Alliance alongside the…