Manager, Reporting and Donor Relations 80% - 100% (m/f/d) Zurich (CH)

LGT is the largest Private Banking and Asset Management group in the world to be owned by an entrepreneurial family. As the family office of the Princely House of Liechtenstein, we have years of experience in the management of sizeable sums of assets.

The Manager, Reporting and Donor Relations is a critical new role at the heart of LGT VP's Resource Mobilisation Competence Centre, created as part of an ambitious scale-up of partnerships with external donors and LGT Group ahead of the organisation's 20-year milestone. The Manager Reporting and Donor Relations sits at the intersection of financial operations, reporting, data management, and donor relations, responsible for ensuring that every donor receives accurate, timely, and tailored reporting, that legal and financial processes run smoothly, and that the systems underpinning donor management are maintained and continuously improved. The role covers five core areas:

• Building, maintaining and rolling out donor reporting frameworks across the Solutions Portfolios and LGT Group campaigns,
• Managing the operational infrastructure of donor relations including donor advised funds (DAFs) and intermediary giving structures,
• Executing the legal steps of the donor onboarding and agreement process once a donor is ready to proceed,
• Managing the Employee Donation and Impact Certificates Programmes in partnership with LGT Group, and
• Owning CRM data quality in Salesforce and implementing the rollout while building out reporting dashboards.

Donor reporting (40%)

• Develop, implement, and maintain LGT VP's donor reporting frameworks, ensuring consistency across donor segments, campaigns and Solutions Portfolios (Ahadi, SIRA, Blue Oceans)
• Prepare periodic donor reports for all active funders, tailoring formats to donor requirements and supporting bespoke requests where appropriate
• Coordinate with regional teams and the Controlling and Impact Management functions to ensure accurate and timely data flows into all reporting outputs
• Support the development of the LGT VP Impact Review and other standard LGT VP publications as needed

Donor Relations operations (30%)

• Manage the LGT Group Employee Donation programme and Impact Certificates programme end to end, covering processing, tax certificates, donor communications, and financial reporting
• Coordinate closely with the Operations and Finance Director on donation inflows to ensure alignment across financial planning, reporting, and funding processes
• Set up and steward relationships with intermediaries and DAFs including TrustBridge and Prism, enabling international contributions to LGT VP across key markets
• Draft, manage, and maintain legal agreements with donors in coordination with LGT legal
• Act as liaison between Zurich and the regional offices on all donor relations operational matters

CRM and digitisation (30%)

• Own CRM data quality and integrity for all donor-related records in Salesforce, ensuring clean data structures, correct tracking, and consistent use across the team
• Support the CRM audit and rollout planning
• Contribute to LGT VP's digitisation agenda including integration of reporting tools such as Power BI, AI tools such as MS CoPilot, and shared data repositories
• Build, maintain, and continuously improve the donor relations reporting dashboard covering active agreements, reporting deadlines, DAF transactions, and EDP activity
• Work closely with the Operations and Finance Director to ensure all donor data and dashboards integrate cleanly with LGT VP's financial systems and operational reporting

• Bachelor's degree in economics, nonprofit management, finance, or related field. Master's degree preferred
• At least 5 years of experience in fundraising operations (CRM), financial reporting, donor relations, or related fields in the nonprofit sector or professional services
• Strong analytical skills and experience in data management, with the ability to translate complex information into clear, accurate reporting outputs
• Excellent writing skills with experience producing donor reports, annual reports, or similar publications
• Strong organisational skills and attention to detail, with the ability to manage multiple priorities, deadlines, and stakeholders simultaneously
• Strong interpersonal and communication skills, with the ability to work effectively across cultures and with senior internal and external stakeholders
• Strong proficiency with Salesforce, Power BI preferred
• Strong proficiency in Microsoft 365 particularly Excel, Word, PowerPoint, and Teams
• Comfortable with AI tools and experience contributing to digitisation projects • Familiarity with legal agreements, due diligence processes, or compliance frameworks in a nonprofit or financial services context an advantage
• Experience working in a fast-moving international environment and across cultures
• Fluent English and German. Additional languages are an advantage
• Genuine interest in and commitment to LGT VP's mission

Please note that we cannot consider applications via recruitment agencies for this position.

La LGT promuove la diversità dei suoi dipendenti. Crediamo che una cultura aziendale inclusiva e apprezzabile sia il motore di un ambiente di lavoro eccellente e offra l'opportunità di creare un team unico e di successo. Ecco perché i nostri dipendenti possono beneficiare di molti altri vantaggi.