Director, Institutional Partnerships

Jewish Federation Bay Area•San Francisco, CA

1d•Hybrid

About The Position

The Jewish Federation Bay Area is seeking a Director, Institutional Partnerships and Strategy to serve as the Federation’s strategic lead for institutional relationships across the Bay Area Jewish ecosystem. This role aims to strengthen and centralize engagement with Jewish communal organizations, enhance sector-wide financial sustainability, and position the Federation as a trusted long-term strategic and financial partner. The position involves developing and executing growth strategies for institutional assets under management and designing new services to expand the Federation’s value to agency partners. It requires cross-functional collaboration to advance mission-aligned financing solutions, deepen partner capacity, and enhance the Federation’s role as a community investment and philanthropic innovation hub.

Requirements

Strong relationship builder with a demonstrated ability to engage and maintain trust with diverse stakeholders, including nonprofit leaders, board members, and community partners
Familiarity with nonprofit governance and board operations
Experience drafting and reviewing agreements preferred
Strong written communication skills and attention to detail required
Active presence in the local community, with a commitment to showing up at key events, cultivating partnerships, and staying attuned to emerging needs and challenges
Willingness and ability to travel locally and engage in-person with partner organizations on a regular basis.
Be available for in-person meetings, events during the evenings and on weekends as needed, on occasion.
Established network within the nonprofit and/or philanthropic sector, with the ability to listen closely and identify opportunities to support organizational sustainability and impact
Financial and investment familiarity, including comfort with discussing budgets, investments, and funding vehicles
Familiarity with fundraising strategies and philanthropic models, including donor engagement and long-term fund development
Strong interpersonal instincts combined with a strategic mindset for relationship management and partnership growth
10+ years of relevant experience

Nice To Haves

Master's degree preferred

Responsibilities

Serve as the lead advisor to agencies on endowment development, legacy giving, capital planning, and long-term financial sustainability.
Develop and implement a comprehensive institutional partnership and growth strategy to deepen relationships, expand service offerings, and increase institutional assets under management.
Centralize institutional relationship strategy across Philanthropy, Community Impact, Finance, Impact Investing, and Events to ensure coordinated engagement and growth.
Design tools, training and programming that build agency partner capacity and strengthen long-term sustainability.
Drive measurable growth in institutional assets through expanded partnerships and adoption of Federation services.
Integrate global partnerships into local institutional strategy to strengthen leadership, deepen engagement, and enhance organizational sustainability.
Direct administration of agency funds in collaboration with Finance team, including account management, grantmaking, contribution processing, reporting, and fund-by-fund record-keeping across data platforms, in close coordination with the Finance and Accounting department.
Serve as a trusted advisor to institutional leaders on endowment structure, capital planning, and gift planning strategies.
Prepare and deliver presentations, materials, and strategic recommendations for agency boards, prospects, and new partner organizations.
Partner with the Chief Philanthropy Officer to develop and manage the agency partner business development pipeline.
Advise the Community Impact team on the strategic use and governance of programmatic and field-of-interest endowment funds.
Work in partnership with internal teams responsible for fund administration and financial reporting.
Partner with the Impact Investing team to serve as an agency point of contact for deal sourcing.
Work closely with the Managing Director of Community Impact on capital planning projects.
Partner cross-functionally to design and launch mission-aligned financing vehicles that support agency capital campaigns and strengthen the Federation’s role as a community investment partner.
Establish metrics and systems for measuring capital deployment, community impact, and institutional growth.