Director of Programs

Confluence Philanthropy is a non-profit, membership-based network of foundations, high net worth investors and their investment advisors who are working together to practice mission-related investing and to build the impact investing industry. Confluence Members represent a combined $3 trillion in assets under management, with more than $73 billion in philanthropic capital. Based in the United States, Europe, Latin America, Canada and Puerto Rico, our members collectively invest around the world. Our annual operating budget is just under $2mm.

Who Are We Looking For? Confluence has grown quickly over the past few years with ten staff spread across three states and a fast growing domestic and international membership. The Director of Programs will lead the headquarters based in Oakland, California, freeing the CEO from office oversight and program management to represent and strategically advance significant organizational goals and initiatives. The Director of Programs will take charge of program planning and oversight, group-building and staff support, and oversee external communications. They will also play a leading role in the Annual Conference, contributing to content development, planning, and relationship management.

Skillset and Commitment. We seek candidates that are skillful and process-minded with experience managing a small organization, supporting a group of diverse, talented individuals, and skilled at client management. The incoming Director of Programs must efficiently find team management solutions, artfully manage consultants, and have experience in nonprofit finance and budgeting. They will focus internally on the organization most of the time but find equal satisfaction in getting out to Bay Area events, representing the organization, and learning about our unique field.

We are looking for a mid-career and motivated executive-level professional who will take charge of this position and is ready to make a long-term commitment to their next leadership role. This position offers unique career growth for the right hire with possible promotion to Vice President of Programs / Chief of Staff.

Compensation This is an outstanding opportunity for a highly motivated professional to assume a leadership role in the evolution of a fast-growing, highly respected organization. We are seeking an individual of outstanding quality, with deep management experience. We value applicants with a track record for commitment, longevity and accomplishment in previous roles. Confluence is prepared to offer such a candidate a very attractive non-profit compensation package, including a competitive base salary as well as health / dental, 401(k), flex plan, and generous vacation benefits. The starting salary will range from $100k - $110k based on experience and references with opportunity for promotion.

Location: Downtown Oakland, California with ability to work virtually with our east coast offices. Must be available weekdays with office hours from 9:00 am PT to 6:00 pm PT.

Responsibilities

Reporting to the CEO, and in collaboration with the Management Team, the Director of Programs will lead internal operations, event management and oversight, and external communications with the following responsibilities:

Organizational Systems and Management:

• Cultivate the values of Confluence within the organization and the membership, serving as a representative of the Board and CEO.
• Guide the Management Team in creating the operational three-year strategic plan and support program staff in executing on work plans and grant deliverables.
• Oversee the development and management of the systems that support effective client management, team collaboration and virtual communication using apps, websites and social media platforms.
• Recrute consultants and staffing as needed within budgetary constraints.
• Strong experience in the use of client management systems and Office 365 required.

Client Management: Confluence prides itself on being a community.

• Use strong interpersonal skills to build member relationships and to develop authentic relationships in order to deepen the quality of our programming.
• Identify organizational KPIs and craft tracking and reporting that drives and inspires staff and membership recruitment.
• Expect two to four domestic trips per year.
• Experience in philanthropy, working with high net individuals, and/ or investment managers is required.

Communications:

• Play a strong role in defining, protecting and managing the Confluence brand by leading external communications and the production of published materials, including member guides and brochures, the narrative content of the website and organizational announcements.
• Manage staff and contractors who write, edit, design and publish Confluence content.
• Approve outgoing mass communications and establish guidelines and monitoring for the use of social media.

Fundraising & Financial Management:

• Guide the annual budget process and manage a budget growing from $1.8MM+.
• Strategize with Board and CEO in evolving the business model.
• Work with the development team to create fundraising strategies and grant work plans.
• Support the Operations Director day-to-day around client management.

Annual Conference Leader:

• Contribute to developing conference content and work directly with members in planning.
• Previous experience in event production a strong plus.

Qualifications: The successful candidate must have senior level management experience with a nonprofit organization and as this is a membership organization driven by our unique clients, experience in managing a membership or client services organization will be highly prized. Additional qualifications include:

• Five+ years in nonprofit management, Director level experience required.
• Graduate degree in nonprofit management, small business, communications, or graduate experience equivalent, required.
• Experience managing staff in a small organization.
• Experience managing consultants and outside contractors as regular vendors.
• Experience with a member driven and focused organization, highly prized.
• Experience in philanthropy, working with high net individuals, or investment managers is required.
• Experience in event and publication management. Conference management experience, highly prized.
• Strong experience in non-profit finance and budgeting required.

Required Skills:

• Extensive computer skills including Word, Excel, PowerPoint, and CMS systems required
• Strong interpersonal leadership skills required
• A detail oriented work style, required
• Able to juggle and enjoy wearing multiple hats
• A high level of discretion for both professional and personal affairs
• Strong passion in environmental and social investing, and the path to a new economy
• Strong written and oral communication skills

BENEFITS

PROFESSIONAL LEVEL

Professional

MINIMUM EDUCATION REQUIRED

4-year degree

HOW TO APPLY

dana@confluencephilanthropy.org
http://confluencephilanthropy.org