Manager, Donor Engagement 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.

Prospecting and outreach support (30%)

• Conduct prospect research and maintain a well-organised, up-to-date prospect pipeline in Salesforce for all Solutions Portfolios and other key initiatives
• Support the CEO, Chief Business Development Officer (CBDO), Director Partnerships and Communications, and others in preparing for donor meetings, including background research, briefing notes, and talking points
• Coordinate outreach activities including donor communications, meeting scheduling, and follow-up tracking across all active prospect relationships

Pitch materials and proposals (20%)

• Develop and maintain high-quality pitch materials, proposals, and X-pagers for Solutions Portfolios and other key initiatives in close collaboration with the MarComms team and regional leads
• Ensure all materials are current, compelling, and tailored to different donor audiences including family offices, foundations, LGT Bank clients, and external partners
• Support the development of bespoke proposals for major donor conversations

Learning Journey coordination (20%)

• Manage end-to-end guest engagment for all LGT VP Learning Journeys, covering guest experience, communications, events, logistics and follow-up (in coordination with the local teams)
• Serve as the primary point of contact for Learning Journey guests before, during, and after the journey
• Develop post-Learning Journey follow-up plans in coordination with the Chief Business Development Officer and regional teams to maximise conversion and deepening of relationships

Donor Onboarding (15%)

• Lead, maintain, and update onboarding documentation and ensure consistent application of LGT VP's donor acceptance policy across all portfolios
• Act as the day-to-day coordination point between prospective donors and the LGT VP team
• Support the donor onboarding process including coordination of due diligence, KYC, risk management documentation, and legal agreement execution
• Maintain and update LGT VP's donor onboarding framework and related templates in coordination with the team

CRM and Digitisation (15%)

• Maintain accurate and timely CRM records for all prospect and donor engagement activities in Salesforce
• Support the CRM rollout across the team ensuring consistent data entry standards and pipeline stage definitions
• Build, maintain, and continuously improve donor engagement reporting dashboards, ensuring real time pipeline visibility for the CBDO and senior leadership
• Work closely with the Operations and Finance Director to ensure CRM and dashboard outputs are aligned with LGT VP's broader financial and operational reporting

• Bachelor's degree in nonprofit management, international relations, business, communications, or related field. Master's degree preferred
• At least 5 years of experience in fundraising, donor engagement, business development in the nonprofit sector, philanthropy, or professional services
• Excellent written communication skills in English, with experience translating complex programme information into compelling, audience-appropriate materials including proposals and briefing documents
• Strong organisational and project management skills, with the ability to manage multiple priorities, stakeholders, and deadlines simultaneously
• Experience producing high-quality presentations, proposals, or donor materials • Strong proficiency with Salesforce or equivalent CRM system
• Strong proficiency in Microsoft 365 particularly Excel, Word, PowerPoint, and Teams
• Comfortable with AI tools and experience contributing to digitalisation projects
• Experience organising high-end events or experiences for senior audiences 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.

A great place to work – a great place to have impact: LGT promotes diversity among its employees. We believe that an inclusive and appreciative corporate culture is the driver for a great workplace and provides the opportunity to create a unique and successful team. That's why our employees can also benefit from many additional benefits.