Senior Associate, Partnerships and Philanthropy

Social Finance•Washington, DC

4d•Hybrid

About The Position

Social Finance is a national nonprofit and registered investment adviser that brings government, philanthropy, and business leaders together to expand economic opportunity. The Senior Associate, Partnerships and Philanthropy is part of the fundraising team, which mobilizes philanthropic and investment capital to advance the organization’s mission. The role combines analytical, operational, grant-management, and reporting responsibilities and works closely with Associate Directors in Partnerships & Philanthropy to support fundraising priorities and enable senior leaders to focus on strategy, relationship management, and major fundraising initiatives. The Senior Associate manages grant processes and donor materials; coordinates fundraising for selected priorities, including the ReNEW Fund, the Social Finance Institute, and general operating support; maintains CRM data and conducts prospect research and analysis; and plans donor and prospect events. The role also uses CRM and AI tools to streamline work and improve fundraising operations. The position is based in either the Boston or Washington, D.C. office, with a hybrid work model requiring in-office work at least two days per week and as needed.

Requirements

Bachelor’s degree required.
3–6 years of relevant experience in fundraising, advancement, consulting, finance, marketing, or nonprofit operations.
Exceptional writing, editing, and proofreading skills, with meticulous attention to detail and the ability to produce polished donor-ready materials quickly and accurately.
Strong organization, time management, and prioritization skills, including the ability to manage multiple projects and competing deadlines.
Ability to succeed in a fast-paced environment while balancing urgent requests and longer-term priorities and maintaining accuracy and quality.
Strong quantitative skills and familiarity with business, finance, and fundraising principles.
Exceptional presentation and PowerPoint skills, including professional visual design and formatting.
Experience with CRM systems and proficiency in Microsoft Office, including Excel and Word.
Hands-on experience using AI tools to improve efficiency and quality in research, writing, reporting, and administrative workflows, with sound judgment in verifying and refining AI-generated outputs.
Strong interpersonal skills and ability to coordinate and collaborate with internal teams and external stakeholders through clear communication and consistent follow-up.
Ability to maintain discretion and handle sensitive information about high-net-worth individuals and funders professionally and confidentially.
Initiative, strategic and detail orientation, an entrepreneurial approach to problem-solving, and commitment to high-quality work and the organization’s mission.
Applicants must be permanently authorized to work in the United States on a full-time basis.
To attend in person at a Social Finance office, client location, or sponsored event, employees must be fully vaccinated against COVID-19, including receiving a booster shot.

Nice To Haves

Grants management experience preferred.
Experience with grant or proposal writing is a plus.

Responsibilities

Manage foundation and philanthropic grant processes, including tracking deadlines and coordinating, assembling, and submitting proposals, reports, budgets, tax forms, and other required materials.
Access and manage online grant portals and maintain associated passwords and account information.
Support proposal development, fundraising decks, and written materials in partnership with Associate Directors and senior leaders.
Troubleshoot grant submission and payment issues, including communicating with foundation grants staff or program officers.
Coordinate with programmatic, Finance, Legal & Compliance, and other internal teams to gather grant application and reporting inputs.
Maintain grant calendars, deliverables trackers, and documentation; assist with gift processing, acknowledgments, and stewardship coordination.
Manage fundraising pipelines for selected priorities, keeping prospect stages, next steps, and ownership current in the CRM.
Develop and maintain fundraising collateral, including decks, one-pagers, and proposal content, with Associate Directors and relevant internal teams.
Serve as the primary interface with internal teams leading selected priorities, coordinating weekly fundraising check-ins, requests, and meetings.
Prepare check-in agendas and materials, track action items, and follow up; triage internal requests and escalate when appropriate.
Coordinate fundraising meeting preparation, including briefing materials, attendee logistics, and follow-up.
Maintain accurate and organized fundraising and prospect data in the CRM and related systems.
Research individuals, foundations, and family offices to support cultivation and solicitation strategies.
Prepare fundraising reports, dashboards, pipeline summaries, donor meeting briefings, prospect summaries, and background memos.
Conduct ad hoc analysis and data pulls to inform fundraising strategy, planning, and decision-making; improve data hygiene, documentation, and reporting workflows.
Manage a calendar of donor and prospect events and lead event logistics, including scheduling, venue selection, vendor coordination, guest communications, and materials.
Coordinate event timelines, task tracking, run of show, briefings, and follow-up.
Use technology and AI tools to improve research, reporting, writing, and administrative workflows; identify opportunities to automate or templatize processes and advise Associate Directors on technology-enabled improvements.

Benefits

Medical, dental, and vision insurance.
Flexible spending accounts.
Access to the Blue Cross Blue Shield AHealthyMe Rewards wellness program.
Retirement savings plan with employer contribution.
Short-term disability, long-term disability, and life insurance policies.
Commuter benefits and cell phone reimbursements.
Hybrid work model.
Dedicated budgets for team building and employee recognition.
Annual budget for external professional development opportunities.
Mentorship and onboarding programs.
Collaborative workspaces in the Boston, San Francisco, Austin, Washington, D.C., and New York offices; this position is based in Boston or Washington, D.C.
Paid vacation and paid holidays, including December 24 through January 1 off each year.
Paid parental leave.
Eligible to participate in the firmwide annual bonus program; bonuses are typically 5–10%, are not guaranteed, and depend on organizational and individual performance.
Typically receives a $2,500 annual salary increase at this level.