Collective Fund Manager

Salary: Starting at £50,000 per annum

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

Role Summary

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.

The Organisation

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 WealthBriefing European Awards 2024 and Outstanding Contribution to Wealth for Good Initiatives in the WealthForGood 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 CityWealth Powerwoman Award supporting women in leadership roles. Our CEO and Co-Founder, Anna Josse, won the 2025 WealthBriefing 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.

Responsibilities

Processes, Systems and Service Development

• 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.

Client and Relationship Management

• 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 Deputy CEO.
• Gather feedback from Relationship Managers and clients to support continuous service and process improvement.

Financial Oversight, Income and Fees

• Coordinate the allocation of client income for Collective Funds.
• Act as the main contact for external platforms and organisations transferring grant funds.
• Review Collective Fund fees periodically.

Due Diligence, Monitoring and Reporting

• Coordinate monthly website and social media monitoring and monitor Meltwater alerts for all Collective Funds - maintain relevant tracker, follow up with the team on outstanding actions, provide support on queries and complete ad hoc checks where required.
• Lead the annual Collective Fund review process together with the Head of Compliance, coordinating the meeting, prepping the team, identifying practical solutions to issues, and following up on outstanding actions.
• Ensure Relationship Managers understand each client’s reporting requirements, that reports are requested and followed up appropriately, and review reports where required.
• Work with the Head of Compliance to ensure Collective Funds have appropriate policies and processes in place, including safeguarding, data protection, social media and volunteer management.
• Stay up to date with relevant charity-sector developments and compliance changes that may affect Prism and the Collective Fund service.

Team Management and Wider Contribution

• Manage team members whose sole responsibility is the management of Collective Fund clients.
• Provide day-to-day guidance, coaching and support, promoting consistent standards and effective collaboration across the team.
• Contribute to the continued development of Prism’s Collective Fund service and wider organisational objectives.
• Undertake other duties that are reasonably required to support the effective delivery of the role.

New Business and Onboarding

• Support with initial new business calls with prospective Collective Funds, assess questionnaires and relevant documentation, and coordinate appropriate due diligence on the entities or groups seeking to establish a fund.
• Provide clear insight and recommendations on the viability of prospective Collective Funds joining Prism, including appropriate fee quotations.
• Attend Collective Fund onboarding meetings, support Relationship Managers with agendas and account briefings, answer client questions, and act as a second point of contact within Prism.

The Candidate

• A strong understanding of the charity sector, grant-making and the governance and compliance considerations relevant to charitable projects and funds.
• Relevant experience in client relationship management, operations, programme management or charitable fund administration.
• Experience of assessing new projects and proposals for charitable initiatives, documentation and due diligence information, and making sound, evidence-based recommendations.
• Excellent written and verbal communication skills, with the confidence to lead client calls, explain complex requirements clearly and manage sensitive situations.
• Strong financial and commercial awareness, including experience of reviewing budgets, fees, account information or service costs.
• Excellent organisational and project-management skills, with the ability to manage a varied workload, competing priorities and multiple stakeholders.
• A process-focused and solutions-driven approach, with experience of improving systems and ways of working.
• Strong attention to detail and the ability to handle confidential or sensitive information appropriately.
• Experience of supporting, supervising or managing colleagues and developing effective training.
• Confidence working with CRM systems, Microsoft Office and other digital tools used to manage client and operational processes.
• A collaborative, proactive and adaptable approach, with a commitment to delivering a high-quality service.
• The ability to work effectively in a fast-paced, entrepreneurial and growing organisation.

Benefits

• Based at our offices in Marylebone close to Marble Arch Underground station and Oxford Street is on our doorstep.
• Competitive salary and benefits, including opportunity to be included in the annual bonus cycle.
• Opportunity to make a difference and work with some of the industry’s leading lights.
• Fantastic for personal growth and learning in this fast growing and dynamic business.

Equal Opportunity

Prism The Gift Fund is an ‘Open to All’ employer and welcomes everyone to the team. We are committed to being an equal opportunities employer, all applicants will be considered for employment without attention to ethnicity, religion, sexual orientation, gender identity, family or parental status, national origin, veteran, neurodiversity status or disability status

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