Remote

National Marketing Manager - Take Steps, Crohn's and Colitis Foundation

The Organization

The Crohn’s & Colitis Foundation, Inc is a private, non-profit national organization dedicated to finding the cure for Crohn’s disease and ulcerative colitis and improving the quality of life of children and adults affected by these diseases. We fund cutting-edge studies at major medical institutions, nurture investigators at the early stages of their careers, and finance underdeveloped areas of research. In addition, our educational workshops and programs, along with our scientific journal, Inflammatory Bowel Diseases, enable medical professionals to keep pace with this rapidly growing field. Crohn’s & Colitis Foundation’s core values of compassion, integrity, leadership, collaboration, and inclusion inspire and drive every member of our highly performing team.

Position Overview

The National Marketing Manager assists the Marketing Manager in managing the marketing mix to drive recruitment and participation in the Foundation’s fundraising signature event Take Steps (TS).  The National Marketing Manager will manage multiple complex projects and help develop plans and execute multi-channel communications tactics to meet program goals

Essential Functions & Responsibilities:

  • Ensure the implementation of marketing plans for Take Steps with the specific goal of growing participation in the program.
  • Reporting, scheduling, and distribution of material related to the marketing and promotional plan to enhance visibility and increase community awareness and participation in the Take Steps Walk Program.
  • Create, post, and manage social media content to grow the community and drive engagement. Analyze and continually refine to maximize results.
  • Work with TS stakeholders, IT, digital manager, creative and agency partners–leverage project management tools (Asana, Microsoft Teams) to schedule development of campaign materials (Print collateral, email, website, digital ads)
  • Work with National and local managers to provide tools and resources needed for grassroots efforts.
  • Coordinate national media outreach (when needed) and support local media efforts.
  • Act as the Account Manager and keep stakeholders apprised of status of all campaign elements.  Build internal relationships and be the point person for development of all TS campaign elements. Lead weekly team status calls.
  • As needed assist the Marketing Manager in other fundraising programs—spin4 crohn’s & colitis cures and/or Special Events.
  • Support Marketing Manager through managing the marketing expense budget, processing invoices, and managing vendor relationships.
  • Serve as the point person for all additional marketing support requests from Take Steps field staff.

Position Competencies:

  • Ability to successfully multi-task and independently project manage in a dynamic environment
  • Experience with project management tools—(Asana, MS Teams, etc.)
  • Knowledge of email programs and experience with content development
  • Experience with TeamRaiser helpful
  • Organization and time management skills
  • Demonstrated ability to manage social media content creation and analytics.
  • Video production/knowledge helpful
  • Ability to successfully manage working with staff, volunteers, and freelance talent
  • Strong people/interpersonal skills

Qualifications:

  • 2 to 3 years experience preferred in non-profit marketing and/or an agency of for-profit marketing/account management role.
  • Demonstrated skills in project management, analytics, marketing, digital e-communications, and social media.
  • Ability to set and accomplish goals, track multiple complex projects simultaneously, work with a diverse team and work independently.
  • Understanding of digital marketing and analytics
  • Creative thinker
  • Strong writing skills—experience in creating email copy and presentation decks.

How To Apply

*Please follow the link below to submit an online application via the Crohn’s & Colitis Career page.

Job link: https://www.paycomonline.net/v4/ats/web.php/jobs/ViewJobDetails?job=31110&clientkey=290516EC989E8E3CD8F9039C8D4973BE

Seattle, WA

Associate Dean for Advancement, University of Washington

The Organization

Based in Seattle, the Michael G. Foster School of Business (Foster) at the University of Washington is one of the top business schools in the country with a world-class faculty, superior student experience, expansive alumni network, and deep local and global business connections. Foster inspires and enables students who have a passion to make a difference – in communities, nationally, and around the globe.

Position Overview

Associate Dean for Advancement

The Michael G. Foster School of Business

University of Washington

https://foster.uw.edu/

Foster seeks an authentic, and forward – thinking advancement leader with a growth mindset to provide strategic vision to all aspects of engagement, development, marketing, communications and branding for the School. As a critical member of the School and University Advancement leadership teams, the Associate Dean will be responsible for the strategic growth of all advancement activities and will lead and inspire a highly motivated team of approximately 30.

Embracing University Advancement’s culture of risk taking and experimentation, the Associate Dean will lead a welcoming and inclusive culture of continuous improvement where innovation thrives and a growth mindset is expected. Building and encouraging strong relationships across the School and University, as well as with external partners, will be critical to the success of the Associate Dean and the team.

The successful candidate will be an intellectually curious and highly collaborative leader with proven fundraising success. In support of Foster’s commitment to nurturing a welcoming environment, they will have demonstrated success in and a dedication to creating and promoting a diverse, inclusive, and equitable workplace environment. The Associate Dean will be a person of integrity, character, and sound judgment and, above all, dedicated to the purpose and values of the Foster School, University Advancement, and the University.

How To Apply

To apply or to refer candidates, please contact Lindauer Senior Executive Vice President Jill Lasman or Senior Consultant Donna Russell at https://apptrkr.com/2136866.

New York, NY

Director, Insights & Analytics, Crohn's and Colitis Foundation

The Organization

This newly created role will contribute to the success of the Crohn’s & Colitis Foundation by bringing the tools of consumer insights (qualitative research and quantitative surveys) as well as business analytics to bear on marketing strategy throughout the organization. This starts with generating a deep understanding of the Foundation’s key constituents to help shape marketing and constituent engagement strategies at the highest level. The incumbent will report to the Chief Marketing & Communications Officer, and partner with marketing and IT teams to identify the data needs and transform that data into compelling stories and recommendations for action that can be used by Foundation staff in communicating organizational impact for fundraising and partnerships, as well as to drive innovation strategies.  The Director of Insights & Analytics will be presenting primarily to non-technical stakeholders, so there is a strong need for the ability to develop and deliver succinct and compelling stories.  The successful individual in this role will be able to connect the information through multiple data sources and provide insights and recommendations that drive powerful messages as well as senior executives’ decision making. This role will also support the marketing department’s budget and expense management process.

Position Overview

This is a unique opportunity to enhance, develop and deliver strategic insights within an innovative and driven nonprofit organization, dedicated to improving the lives of patients battling inflammatory bowel disease.  This position has the option to be virtual, although NYC Metro area is preferred.

Essential Functions & Responsibilities:

  • Bring the discipline and rigor of a data-centric approach to the marketing organization and the departments we support.
  • Ensure a thorough perspective is considered, spanning across multiple functional teams and disciplines
  • Share findings with the functional team, other stakeholders, and leadership.
  • Drive improvements across our data sources and dashboards, based on the needs of the teams you support.
  • Identify areas of opportunity via self-started exploration.
  • Put together requirements for IT for data-related needs
  • Develop monthly and/or quarterly KPI reporting for Marketing and key strategic plan metrics
  • Help the company ask the right questions, and look for answers to those questions in the right places
  • Continuously drive innovation and influence by providing strategic, analytical thought leadership with executives and cross-functional partners across the organization.
  • Assess and manage data sources and platforms, including collaborating with IT and Digital Marketing on marketing database and vendors for third-party data.
  • Align with cross-functional partners on the definition of a unique customer for analytics and campaigns. Collaborate with IT and other department to ensure appropriate data collection and integrity.
  • Advise the company and guide the team on measurement areas such as Marketing Mix Model, Multi-Touch Attribution, Cost of Acquisition, Lifetime Value, and testing.
  • Guide ongoing and ad-hoc marketing research efforts, including customer satisfaction and brand awareness measurement.
  • Identify opportunities to leverage external data to inform future analysis.
  • Degree in quantitative or analytical discipline, Masters degree preferred.
  • The responsibilities outlined in this position description are a guideline for the general duties of the position and are not exhaustive of all duties inherent in the job
  • Ensure effective communication out to all key stakeholders to create awareness of insights and trends
  • Proactively identify key business questions and measure key performance indicators across the organization
  • Maintain industry awareness regarding trends, competitive threats, and product perceptions
  • Helps to identify and build data and metric requirements – establishes relevant KPIs. Ensures regular tracking and reporting.
  • Leverages primary and secondary data and CI to generate market insights, provide BU/brand strategy support, measure marketing impact, and manage brand performance tracking.
  • Get hands-on with analysis, coding and execution,
  • Use hypothesis-testing statistical analyses to guide test-and-learn experiments across marketing and growth product teams
  • Develop strategic and tactical insights and analytics plan with a focus on return on investment

Position Competencies:

  • Ability to simplify complexity and translate data into impactful statements and business recommendations for the company at large
  • Superior communication skills (verbally and written) and ability to translate data for an executive-level audience, including the ability to develop compelling data presentations.
  • Strong interpersonal skills with a demonstrated track record of collaboration with others to solve difficult problems and drive business improvement.
  • Blends analytical and marketing, expertise, and brings a “consultative” approach to the business.
  • Reviews weekly, monthly or quarterly data to find key trends or issues that may impact the organization.
  • Strong understanding of marketing and media principals, data sources and analytics.  Outstanding business acumen, strategic thinking, leadership skills and curiosity
  • Ability to access, manipulate and synthesize raw data, analysis and market research to derive insights and recommendations.
  • Demonstrated ability to manage multiple priorities in a time-sensitive, results-driven environment, and to learn and become proficient with new and emerging technologies.
  • Tremendous attention to detail and desire to understand the underlying reality of the business operations, data, audience characteristics, etc.
  • Initiative, a roll-up-your-sleeves attitude, accountability for results, the ability to bring structure to unstructured spaces, and an appetite to drive outcomes.

Qualifications:

  • Bachelor’s degree required, MBA or related advanced technical degree preferred such as Engineering, Mathematics, Statistics, Economics or Operations Research.
  • 5+ years of experience with business and marketing analytics, ideally within the healthcare or non-profit sectors.  Familiarity with Marketing data sources such as google analytics, CRM, etc.
  • Strong knowledge of customer surveys and other marketing research techniques.  Experience building surveys and hands-on experience using DIY market research platforms.
  • Experience with A/B and multivariate testing
  • Highly skilled in analytical software such as SAS, SPSS, SAS, R, Cognos, and/or SQL Server preferred.
  • Salesforce experience preferred
  • Highly proficient in Microsoft Office applications specifically Excel and PowerPoint.
  • Budget management experience required

How To Apply

*Please follow the link below to submit an online application via the Crohn’s & Colitis Career page.

Job link: https://www.paycomonline.net/v4/ats/web.php/jobs/ViewJobDetails?job=31122&clientkey=290516EC989E8E3CD8F9039C8D4973BE

New York, NY

Video Producer, Crohn's and Colitis Foundation

The Organization

The Crohn’s & Colitis Foundation, Inc is a private, non-profit national organization dedicated to finding the cure for Crohn’s disease and ulcerative colitis and improving the quality of life of children and adults affected by these diseases. We fund cutting-edge studies at major medical institutions, nurture investigators at the early stages of their careers, and finance underdeveloped areas of research. In addition, our educational workshops and programs, along with our scientific journal, Inflammatory Bowel Diseases, enable medical professionals to keep pace with this rapidly growing field. Crohn’s & Colitis Foundation’s core values of compassion, integrity, leadership, collaboration, and inclusion inspire and drive every member of our highly performing team.

Position Overview

The Video Producer is responsible for planning, storyboarding/writing, editing, and producing video content in all of its audio-visual forms, including motion graphics. Candidates must be data-driven producers with audience development experience who understand how videos work across different digital platforms. The producer must be willing to pivot away from their normal schedule to accommodate high priority opportunities that may arise. They must have an ability to envision long-term, brand moving initiatives, and roll up their sleeves to get it done.

Essential duties:

  • Plan, script, film, and edit video and audio — be a master in post-production color-correction, sound design, and motion graphics.
  • Develop traffic-driving, audience-engaging content, including leveraging the Foundation’s existing library of videography and B-roll to tell a new or updated story.
  • Own full production timeline and logistics of video projects.
  • Experience directing on-screen talent and less experienced executives, patients, and others who will be filmed for Foundation messaging.
  • Collaborate with internal copywriting and design teams to collaborate on video concepts and storyboards.
  • Contribute to the editorial calendar, adhering to deadlines and specifications.
  • Assist with management of live webcasts through Zoom, Facebook Live, and other platforms.
  • Develop and create still graphics to attract and engage audiences across all social media and digital platforms.
  • Remain up-to-date on the latest digital and social media trends and platforms, propose changes as appropriate.
  • In collaboration with the Marketing department, conceptualize and develop digital advertising material.
  • Experience in audio engineering / sound design a plus.
  • Perform other related duties as requested or assigned.

What you’ll do:

  • Film videos — majority of work will be editing, but ability to generate quality footage is essential.
  • Outline, script, and edit videos that will be filmed internally by the video producer or by a hired crew.
  • Generate and pitch original story ideas for individual videos.  Write scripts, storyboard.
  • Explain complex things in a simple way. Strong grasp of the power of words, and how (when used correctly) they can engage different audiences. Related copywriting experience is a plus.
  • Book and produce complex shoots. Experience managing freelance crews, including shooters and assistant producers.
  • Develop creative visuals to explain or illustrate your stories.
  • Collaborate with teammates in brainstorms, skill-sharing and co-production.

What you’ll bring:

  • Bachelor’s degree
  • Strong portfolio / reel of various types of video work, explicit documentation of role in each project.
  • Strong skills in Adobe Creative Suite (Premiere, AfterEffects, Illustrator).
  • A strong interest or background in healthcare and wellness – particularly in the areas of gastrointestinal health, Crohn’s disease, and ulcerative colitis.
  • Demonstrated ability to use visuals to explain complex topics and ideas.
  • Collaborative spirit and outstanding communication skills.
  • Excitement about experimenting with visual formats and new styles of storytelling.
  • 5+ years of experience producing, shooting and editing video for digital platforms.
  • Must have a strong aesthetic eye and cinematic tendencies.
  • Must be aware of latest formats and trends in digital video as a distinct form of content.
  • A personal comfort with data and knowing how your work is performing on a regular basis.
  • Ability to balance priorities, multiple projects and tasks with ease.
  • Able to regularly use camera equipment + editing equipment for hours at a time.
  • Able to lift gear and operate gear as a one-person band.
  • Experience with all levels of video edits, shoots, and pre-production processes.
  • Ability to edit quickly and under pressure.
  • You enjoy perfecting the details that matter, and work with a strong sense of urgency.
  • Must hold a current driver’s license and be willing to be main vehicle operator in any traffic environment.

How To Apply

*Please follow the link below to submit an online application via the Crohn’s & Colitis Career page.

Job Link: https://www.paycomonline.net/v4/ats/web.php/jobs/ViewJobDetails?job=31137&clientkey=290516EC989E8E3CD8F9039C8D4973BE

Kansas City, MO

Program Officer, Heartland Capital, Kauffman Foundation

The Organization

BACKGROUND

The Ewing Marion Kauffman Foundation was established in the mid-1960s by the late entrepreneur and philanthropist Ewing Marion Kauffman. Based in Kansas City, Missouri, the Kauffman Foundation is among the largest foundations in the United States with an asset base of approximately $2 billion.

The Foundation’s vision is to foster “a society of economically independent individuals who are engaged citizens, contributing to the improvement of their communities.” In service of this vision, we focus our grant making and operations on two areas—education and entrepreneurship—which our founder, Ewing Kauffman, saw as two ends of a continuum. A quality education is the foundation for self-sufficiency, preparing young people for success in college and in life. Many young adults will work in businesses started by entrepreneurs. Some will become entrepreneurs themselves, providing jobs and wealth for society.

Our mission:

To help individuals attain economic independence by advancing educational achievement and entrepreneurial success, consistent with the aspirations of our founder, Ewing Marion Kauffman.

Position Overview

RESPONSIBILITIES

The Entrepreneur Support Organizations (ESO) team works to strengthen entrepreneurs by supporting the ESOs that provide them with the resources and education they need to start and grow businesses. This strategy is focused in the Heartland Region (MO, IA, NE, and KS) where we work with ESOs to provide entrepreneurs with more equitable access to resources, especially those from underrepresented populations and geographies. One of those critical resources is capital. Kauffman’s grantmaking and convenings include a focus on highlighting new models of thinking and distribution that will lead to more equitable access to capital for entrepreneurs in the region.

Kauffman is seeking a Program Officer (PO) to join our ESO grantmaking team. This PO will manage a broad grant portfolio that addresses systemic inequities that impact entrepreneurs’ access to capital. Like every member of the team, the PO will agree to live our team values of integrity, curiosity, humor, and community, in addition to the Foundation’s associate credo.

Specific Responsibilities include: 

Grantmaking:

·       Rigorously evaluate potential grantees, both remotely and in person, based on financial and organizational capacity, as well as strategic fit.

·       Review grant proposals submitted and present grant write up for approval.  Ensure grants are aligned with program strategies and provide clear, concise and insightful written analysis and recommendations for funding including drafting and editing proposal summaries and progress reports for existing grants for review. Report clearly defined outcomes/metrics.

·       Coordinate with internal grantmaking partners across the department and Foundation, seeking consensus and alignment during the planning and evaluation of potential grants.

·       Manage and oversee assigned grant portfolio, including monitoring grantee spending and performance:

o   Monitor grantee performance through analysis of outcome data, grantee reports and site visits.

o   Establish goals, outcomes and metrics to be achieved with each grantee over the term of the grant, documented in contract.

o   Identify grantee challenges, develop recommendations for interventions.  Track effectiveness of interventions.

o   Manage forecast spending and budget planning on all grants; determine reporting requirements and payment schedule.

·       Report grant status updates; prepare reports and information for team and board meetings.

·       Facilitate all communication to grantees, especially in regard to expectations and requirements of the grantee.

·       Collaborate with ESO and Entrepreneurship Department teammates to improve our shared understanding of the landscape and entrepreneur needs related to capital access.

·       Collaborate with ESO teammates to develop and maintain a logic model relevant to capital access work.

Departmental Collaboration:

·       Grow and maintain a range of content knowledge on all issues that are of interest to the department, with a special focus on strategies that advance equitable capital access, alternative capital models, alternative underwriting standards, and relevant public policy and regulatory measures.

·       Collaborate with others within the Entrepreneurship Department, and within the Foundation if/as necessary to learn, share in a variety of ways, including making relevant introductions, making recommendations to inform topical content development, and explaining market dynamics to enrich understanding of grantees’ work.

·       Maintain a good knowledge of the landscape of thought leaders and key operators with an interest in equitable capital access and alternative capital models in the region. Manage high-profile relationships with integrity and care.

·       Participate in foundation and community events as needed to support the department’s strategic goals.

Local/Regional Relationship Development:

·       Develop and maintain relationships with key contributors to the local (Kansas City) and regional capital community, including regulators, traditional lenders, CDFI and alternative lending leaders, and social impact investors.

·       Identify potential partnerships, acting as a catalyst, colleague and advocate who is dedicated to educating groups on Kauffman initiatives and engagement.

·       Cultivate and persuade C-suite stakeholders in the capital markets to collaborate in order to develop solutions that make access to capital more equitable.

·       Continuously refine and refresh understanding of the local capital community, including maintaining knowledge of the lending and investment priorities of individual institutions across the region. Manage the implementation of projects that improve our understanding of capital challenges that entrepreneurs in the region face.

·       Connect and encourage relationship development between top thought leaders in alternative capital and organizations, including banks and ESOs in the region.

EDUCATION AND EXPERIENCE

Education: Bachelor’s or advanced degree is preferred, but not required. Consideration will be given to candidates that demonstrate a dedication to lifelong learning, work experience, and qualifications as described below.

Work Experience: Professional experience or demonstrated expertise in the distribution of debt or social impact capital, including an advanced understanding of underwriting processes and standards, as well as an understanding of key regulatory structures. A minimum of five years of relevant, progressive experience in public sector, private sector (esp. banking or lending), non-profit, philanthropy, politics, economic development, or academic/research/think tank setting is required. Experience managing and/or seeking grants, working as a banker and/or investor is preferred.

Travel: This position may require up to 20% business travel.

 

QUALIFICATIONS

Incumbents in this position must be highly motivated, capable of self-directed work, detail-oriented and able to work collaboratively across teams and departments.  Incumbents must exhibit a keen sense of responsibility and enjoy working with multiple demands, shifting priorities and constant change.

·       Ability to build and manage strategic relationships internally and externally, while motivating and persuading stakeholders to act.

·       Ability to persuade and motivate C-suite stakeholders in the private sector to take action in the interest of the public good.

·       Has the capacity and willingness to invest time and intellect in keeping up with an evolving landscape.

·       Ability to analyze and understand academic and other literature.

·       Ability to communicate effectively in both verbal and written form.

·       Ability to actively and critically listen.

·       Ability to both internalize feedback and share feedback that is candid and kind.

·       Ability to analyze and understand financial information such as budgets, forecasts, cash flow statements and income statements.

·       Has the capacity to understand the goals and desired outcomes of the department.

·       Ability to construct logical arguments that connect grant outcomes to overall departmental goals.

·       Adequate understanding of organizational and leadership dynamics in order to identify grantee capacity for success as well as potential risks.

·       Background must demonstrate exceptional organizational skills including the ability to meet or exceed expectations regarding deadlines and successfully manage multiple projects simultaneously.

·       Strong computer literacy skills, including word processing, spreadsheets, data base applications, and social media.

All of the statements in this position description are intended to describe the general nature of the work being performed and are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required. This document describes the position currently available.  The organization reserves the right to modify job duties or job descriptions at any time.

How To Apply

https://kauffman.wd1.myworkdayjobs.com/External/job/Headquarters/Program-Officer–Heartland-Capital_R25

New York, NY

Program Assistant, Operations & Planning, Trinity Church Wall Street

The Organization

Trinity Church Wall Street is a growing and inclusive Episcopal parish that seeks to serve and heal the world by building neighborhoods that live Gospel truths, generations of faithful leaders, and sustainable communities. We are guided by our core values: faith, integrity, inclusiveness, compassion, social justice, and stewardship. Members come from New York City and surrounding areas to form a racially, ethnically, and economically diverse congregation. Trinity Church and St. Paul’s Chapel are the cornerstones of the parish’s community life, worship, and mission.

Position Overview

POSITION SUMMARY

The Program Assistant provides administrative and programming support to the Operations and Planning team within the Grants and Mission Investing (GMI) department.  The Operations and Planning team includes a Managing Director, a Grants Manager, a Director of Monitoring, Evaluation, and Learning, and a Program Officer. The Program Assistant works closely with all team to ensure smooth operations of the department.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Administrative Support

Under the direction of and in partnership with the Managing Director:

  • Compiles and processes administrative expense reports and reimbursements incurred by the Operations and Planning team; supports processing invoices for expenses for multiple strategic initiatives.
  • Handles logistics for team meetings and events including set-up, scheduling rooms, IT notification, food, materials, etc. Prepares materials for team meetings and handles necessary follow-up.
  • Liaise with Corporate Secretary for Grants Committee preparation including electronic communication and attendance for the meeting, as well as support as needed during the meeting.
  • Maintains team calendar and identifies potential conflicts or synergies, working closely with the Chief Philanthropy Officer’s Executive Assistant.
  • Maintains GMI schedule of team meetings and agenda items, as well as assigned Core Values.
  • Maintains GMI’s affinity group memberships, as well as the team’s digital subscriptions.
  • Organizes hospitality for visitors as needed.
  • Coordinates with other GMI program assistants on calendars, events and department-wide activities.
  • Attends meetings, records and writes up notes.
  • Works across departments such as Communications, IT, Real Estate, Finance and Legal as required for projects and events.
  • Proactively suggests ideas for process or system improvements.

Grants

  • Initiate grant payments for all four initiatives and Special Opportunity, including working with Lead Officers and Treasury to verify payment information, as well as notifying and confirming payments with grantees.
  • Provide communication support and responds to email inquiries about the Grants & Mission Investing grantmaking process.

Operations

  • In collaboration with Managing Director and other program assistants, develops and maintains departmental administrative procedures manual.
  • Serves as primary liaison with IT for GMI’s SharePoint libraries. Maintains and updates libraries as needed and suggests improvements.
  • Works with Human Resources and IT teams to ensure smooth onboarding of new staff members.

Other

  • Adheres to confidentiality rules and all other Trinity Church Wall Street policies, procedures, and rules.
  • Performs all duties in a manner that promotes Trinity’s mission and core values.
  • Assumes other related responsibilities and special projects as required.

REQUIRED KNOWLEDGE, SKILLS, AND ABILITIES

  • Proficiency in Microsoft Word, Excel, Outlook and PowerPoint
  • Excellent verbal and written communication skills
  • Experience with meeting planning and related logistics
  • Creative, problem solver
  • Detail-oriented
  • Team player and experience working in a team context
  • Demonstrates flexibility when assigned new tasks, new goals, and new systems and processes
  • Excellent interpersonal skills
  • Organized, courteous and able to handle multiple priorities
  • Cultural awareness and the willingness to learn and to work with diverse cultures and populations
  • Available as needed for occasional evening and weekend meetings and/or events

REQUIRED AND PREFERRED EDUCATION, EXPERIENCE, AND CREDENTIALS

  • A minimum of one year of administrative or program experience.
  • Familiar with CRM or other database management programs.
  • Bachelor’s degree, or the equivalent combination of training and/or work experience, in administration, hospitality, customer service or related field.

How To Apply

Please apply online at https://www.trinitywallstreet.org/about/careers

New York, NY

Grants Associate, Grants Management, Trinity Church Wall Street

The Organization

Trinity Church Wall Street is a growing and inclusive Episcopal parish that seeks to serve and heal the world by building neighborhoods that live Gospel truths, generations of faithful leaders, and sustainable communities. We are guided by our core values: faith, integrity, inclusiveness, compassion, social justice, and stewardship. Members come from New York City and surrounding areas to form a racially, ethnically, and economically diverse congregation. Trinity Church and St. Paul’s Chapel are the cornerstones of the parish’s community life, worship, and mission.

Position Overview

POSITION SUMMARY

The Grants Associate, Grants Management provides administrative support and review for grants in 2-3 of Trinity’s strategic initiatives as part of the Operations and Planning Group within the Grants & Mission Investing (GMI) team.  Additionally, this position helps to prepare materials for Grants Committee review and provides database (Fluxx) support. The GMI team uses grants, mission investments, convenings and policy engagement to drive impact.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Grants Management

  • Monitor registration of grant applicants and monitor and manage updates to registrations, including liaising with Treasury department, if applicable.
  • For grantmaking areas
    • Review due diligence questions and grant structuring.
    • Review written recommendations for the Grants Committee.
    • Release award email, as well as prepare and send grant agreements.
    • Review grantee reports and prepare release of payment connected to a report
    • Close completed grants that have been reviewed by the Grants Committee.
  • As needed, initiate grant payments, including working with Lead Officers and Treasury to verify payment information, as well as notifying and confirming payments with grantees.
  • In consultation with initiative staff, maintain integrity of grants management database including deduping and monitoring email queue.
  • Support maintenance of Fluxx database.

Other

  • Adhere to confidentiality rules and all other Trinity policies, procedures, and rules.
  • Perform all duties in a manner that promote Trinity’s mission and core values.
  • Assume other related responsibilities and special projects as required.

REQUIRED KNOWLEDGE, SKILLS, AND ABILITIES

  • Experience with grants database programs, ideally with Fluxx.
  • Experience with grantmaking and managing relationships with grantees.
  • Extremely detail orientated.
  • Demonstrates flexibility when assigned new tasks and new goals.
  • Maintains professional demeanor in all situations and proven ability to handle confidential information with discretion.
  • Ability to work in a mission/results-driven environment.
  • Flexible and able to work well with all levels of internal and external leadership and management as well as outside constituents.

REQUIRED AND PREFERRED EDUCATION, EXPERIENCE, AND CREDENTIALS

  • Bachelor’s degree or equivalent combination of training or experience preferred.
  • At least 1.5 years of experience in grants management.
  • Experience with grantees outside the US preferred.

How To Apply

Please apply online at https://www.trinitywallstreet.org/about/careers 

Charlottesville, VA

Client Relations Associate, Investure, LLC

The Organization

Based in Charlottesville, Virginia, Investure was founded in 2003 to serve as the outsourced investment office to endowments and private foundations where building a high-quality organization in-house is not economical or preferable.  Managing assets exceeding $14 billion through 14 client relationships, Investure is responsible for asset allocation and manager selection in multiple asset classes including but not limited to fixed income, global public equities, and alternative investments (hedge funds and private equity).  Investure is a growing, fast-paced, high-energy culture where there is a vast opportunity for learning.

Position Overview

This professional will be a core member of Investure’s Client Team reporting to the Director of the Client Team.  The individual will be primarily responsible for providing day-to-day support for client meeting presentations, reporting, and other customized communications for client boards and committees.  The successful candidate will be a highly organized, detail-oriented individual with the ability to multi-task and thrive in an ever-changing dynamic environment.  The incumbent should have a client service mindset with experience in best practices of client service and communication with a strong interest in serving non-profits.  He or she must be able to design, prepare, and deliver high-quality communications and reports that analyze and effectively communicate portfolio information to client boards and committees. An understanding of institutional multi-asset class portfolios and/or a strong desire to learn and understand these portfolios (coupled with strong analytical skills) is required.

Responsibilities and title will ultimately be commensurate with the professional’s experience and demonstrated faculties and judgment.

Essential Functions

CLIENT PRESENTATIONS AND REPORTING

  • Efficiently manage development of client materials from concept to final approvals for senior management; create and support content development of client investment committee (“IC”) and board presentation materials, whether in written communications, PowerPoint, or analytical reports; prepare, edit, and manage ongoing updates and enhancements to these client deliverables.
  •  Partner with Investure’s Reporting & Analytics Team and utilize Investure’s software tools to extract data as necessary and synthesize into client deliverables; understand how and where client and portfolio data originates and what drives performance to translate exposures and performance information into IC presentations, regular reporting, board presentations, and written narratives, or other portfolio reporting for client committees, boards, and staff.
  • Oversee and execute on regular client reporting including monthly, quarterly, and annual client reporting.
  • Oversee accurate completion of ad hoc requests or analyses from clients and also for internal principals and team members.
  • Provide current and prospective clients with due diligence information necessary to understand the firm’s business and investment strategies; respond to RFPs, questionnaires, and similar requests.
  • Understand compliance considerations and necessary disclosures for outgoing materials/analyses.

CLIENT RELATIONSHIP MANAGEMENT

  • Maintain and utilize internal CRM system, including logging client contacts, pipelines, calendars, client calls, meetings, and other relevant client updates.
  • Maintain Investure client portal.
  • Attend and listen to all IC meetings, take notes and produce and manage process around approving clients’ IC minutes.
  • Manage and prepare responses to outstanding client inquires, requests and other follow-up, ensuring timely and accurate responses;
  • Ensure clients’ portfolios and unique qualities are captured in presentations, analyses and internal CRM system;
  • Direct content creation for onboarding of new clients and/or new client staff and IC members.
  • Research and produce insightful content on ad hoc educational topics for clients (both IC and client staff).
  • Regularly track industry publications and databases for relevant market knowledge, competitive data, and client searches.

GENERAL / OTHER

  • Take interest and stay informed of potential and current investments, investment philosophy and process, and macroeconomic events that may affect client portfolios.
  • Distribution of deliverables to clients.
  • Work with Treasury and Portfolio Management team to help facilitate monthly client rebalancing and cash management process.
  • Assist in planning of client meetings and events and support ad hoc project requests.
  • Closely collaborate with the other members of the Client Team in envisioning and implementing ways to improve client service overall.

Education, Experience & Skills

  • Strong academic background and Bachelor’s degree required; Bachelor’s in finance and/or MBA, CFA or CIPM a plus but not required;
  • 5 of more years of relevant work experience (finance, investment, or related industry (including management consulting) experience strongly preferred)
  • Experience preparing presentations to boards, senior management, and/or clients; knowledge of presentation and communication best practices;
  • Strong analytic and quantitative skills; must be comfortable working with with portfolio data and content;
  • Outstanding interpersonal, writing, and presentation creation skills;
  • Advanced Excel and PowerPoint capabilities required, especially in creating, maintaining, and formatting board presentations, client pitches, and other client reporting templates; data visualization and data communication a plus;
  • Experience with Salesforce and Addepar a plus;
  • Strong organizational and time management skills; able to manage competing and evolving deadlines;
  • Attention to detail, ability to multitask, and experience with project management;
  • Experience collaborating in a multi-disciplinary, diverse and dynamic team;
  • Strong work ethic and a genuine passion for excellence;
  • Team player with positive attitude and pro-active approach to work;
  • High level of maturity and sound judgment;
  • Able to handle confidential and sensitive information with a high degree of professionalism.

Guiding Principles

  • Integrity: Demonstrates unquestioned ethics and credibility.  Strives to exemplify the highest ethical standards in both work and personal lives
  • Excellence: Has exceptional work ethic.  Works both hard and smart. Demonstrates continuous self-evaluation of successes and failures
  • Service: Puts others first.  Illustrates mission driven outlook and approach
  • Stewardship: Puts long-term interests above short-term goals. Focuses on the greater good
  • People: Demonstrates passion and excellent judgment. Treats others with respect, helps when and how needed, and is respectful of the needs of others
  • Teamwork:  Takes a collaborative and selfless approach.  Operates under the “Golden Rule”
  • Humility: Comfortable with being wrong.  Seeks to learn from mistakes. Willing to do anything necessary to get the job done. Treats all as equals

 

Position Based Competencies

  • Accuracy: Identifies and corrects mistakes; does not repeat past mistakes; demonstrates strong attention to detail.
  • Team Orientation: Comfortable taking direction or taking the lead; receptive to feedback.
  • Process Management: Creative and innovative thinker who can simplify and improve complex procedures.
  • Communication: Excellent interpersonal skills; professional and diplomatic demeanor.
  • Planning: Can orchestrate multiple activities at once to accomplish a goal; accurately scopes tasks and projects.
  • Adaptability: Self-directed learner; effectively and positively embraces and manages change. Doesn’t require constant direction.
  • Relationship Management: Negotiates skillfully in tough situations with both internal and external groups; ability to establish strong rapport across all levels.
  • Expertise: Has experience and knowledge to oversee a function with a high level of accomplishment; able to successfully direct and guide.
  • Problem Solving: Strong analytical skills; Seeks input and builds consensus to drive team to desired solution.
  • Judgment: Demonstrates good decision-making based upon a mixture of analysis, wisdom and experience; considers organizational impact.

How To Apply

Please visit our website to apply, www.investure.com/careers.

Stony Brook, NY

Vice President for Advancement/Executive Director of the Stony Brook Foundation, Stony Brook University

The Organization

One of four research-intensive campuses within the State University of New York (SUNY) system, Stony Brook University is a member of the prestigious Association of American Universities (AAU) and is known as one of the nation’s premier centers for academic excellence and a leader in generating social mobility. In the last decade, with an investment of resources and support from leadership, the Advancement division experienced dramatic growth, a heightened level of professionalization, and a strong adherence to industry best-practices. That success is evidenced by The Campaign for Stony Brook, the most successful fundraising effort in SUNY history. As a national leader in moving students for the bottom to the top of the economic mobility ladder, Stony Brook’s mission of excellence coupled with access is a rare combination that has potential to excite increased support from private philanthropy.

Position Overview

Vice President for Advancement/Executive Director of the Stony Brook Foundation
Stony Brook University
New York, New York
https://www.stonybrook.edu/

The University’s next Vice President for Advancement/Executive Director of the Stony Brook Foundation (VPA) will play a critical role in propelling the University into its next half century, capitalizing on the momentum that is driving Stony Brook into the ranks of the most highly regarded public research universities in the nation. With vast untapped opportunity to better engage the broader alumni base, this role will be uniquely poised to cultivate mission focused philanthropists, many of whom reside in Long Island or the surrounding region. Seeking a visionary and forward thinker, the incoming VPA will raise sights, instill industry innovation, and broaden the donor base to create an even greater sense of invention and opportunity, in effort to raise the institution’s profile and reputation among key public universities.

A senior advancement professional with significant experience building and enhancing comprehensive and successful programs, the ideal candidate must have broad interests, experience, and commitment to higher education, its ideals, and the necessities of modern leadership. A strong leader, thoughtful manager, and able and willing delegator, the VPA will advocate for their team and will have the energy and the fortitude to lead Stony Brook to a new level of achievement – both quantitatively and qualitatively – in its advancement efforts.

How To Apply

To apply or to refer candidates, please contact Lindauer Senior Executive Vice President Jill Lasman or Senior Consultant Christian Myers at https://apptrkr.com/2132309.

Remote

Trainer and Advisor, Philanthropic Advising Services, ABFE

The Organization

ABFE is a membership-based philanthropic organization that advocates for responsive and transformative investments in Black communities. Partnering with foundations, nonprofits, and individuals, ABFE provides its members with professional development and technical assistance resources that further the philanthropic sector’s connection and responsiveness to issues of equality, diversity, and inclusion. Established in 1971 as the Association of Black Foundation Executives, the all-volunteer organization instituted many of philanthropy’s early gains in racial diversity. ABFE has since evolved into a fully staffed, influential network. In 2013, the organization shed its descriptor and adopted the simpler ABFE to reflect its broadening membership better. www.abfe.org

Position Overview

Position Summary
The Trainer/Advisor (T/A) will lend her/his expertise to train and facilitate ABFE’s racial equity and philanthropic advising services content. The trainer/advisor will actively participate in the development and execution of ABFE’s growing portfolio to advance racial equity in philanthropic practices. The Trainer/Advisor works closely with the Director of Philanthropic Advising Services and VP of Programs/Philanthropic Advising Services to further support ABFE’s program delivery and professional development goals and services. The position is also responsible for supporting the implementation of various projects’ activities in partnership with ABFE partners and affiliations, as directed.

Essential Duties and Responsibilities:
Support timeline management and assist with meeting target deliverables on schedule and of high quality.
• Lead racial equity training and facilitation for ABFE clients and internal/designated engagements.
• Identify learning tools that further enhance ABFE racial equity training and delivery.
• Support development and management of curriculum development in partnership with the director and VP. • Serve as co-lead and lead facilitator with ABFE external training team members. • Support development of pre-and post-training materials (pre-readings; post-observation memo; client follow-up check in process). • Lead internal training events.
Relationships and Networks
• Key Outside Relationships include: ABFE racial equity clients and prospective clients; foundation and nonprofit professionals; other sector professionals aligned with ABFE mission; ABFE members; content specialists
• Support establishment & execution of evaluation vehicles for on-going assessment of philanthropic advising services programming.

• Create and configure virtual events, including but not limited to Zoom and GoTo Webinar platforms. • Generate and download reports: registrant, attendee, polling responses, and Q&A. Communications support
• Ability to be trusted with confidential and proprietary information from clients and prospects.
• Capable of synthesizing racial equity and philanthropic processes and practices , which will provide useful instruction for clients.
• Support development of philanthropic advising services materials.
• Supports program coordination of other programs developed by the Programs department (webinars; Black Social Change Funders Network; Congressional Black Caucus Black Business Series, etc.).
Administrative Support
• Provide meeting support including logistical setup, note-taking, and document preparation, in the absence of administrative support.
• Process invoices, receipts, and general expense items for trainings and workshops
Monitors tracking of trainings/workshops.

  • Desired Skills, Qualifications, Education & Experience
    • Demonstrated experience with understanding and teaching racial equity concept and practices.
    • Experience with training groups and individuals (virtual and in-person).
    • 4+ years of experience with facilitation and curriculum development.
    • Ability to provide professional feedback and coaching support.
    • Ability to manage high content presentations, timing, and large group dynamics.
    • Some experience with organizational change work in the non-profit sector.
    • Ability to multi-task and effectively hit deadlines, being responsive to coworkers and external clients.
    • Ability to travel as needed for workshops and events/conferences.
    • Ability to manage required expenses and budget responsibilities as needed.

How To Apply

Interested candidates, please, forward cover letter and a copy of your resume to hiring@abfe.org

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