Vice President, Partnerships & Philanthropy

Social Finance•Austin, TX
•Hybrid

About The Position

Social Finance is a national nonprofit and registered investment adviser (SF Advisers, LLC) dedicated to improving lives through partnerships and investments across public, private, and social sectors. Since 2011, we have mobilized over $500 million in investments focused on workforce and economic mobility, health, and housing. We believe in the power of collaboration between governments and markets to create systemic change and are guided by our core values: people, performance, integrity, collaboration, and inclusion. Our work is organized into four areas: Impact-first Investing, Workforce and Education Investments, Advisory & Public Sector Practice, and the Social Finance Institute, each contributing to our mission of building the field and changing systems through research, communities of practice, and educational outreach.

Requirements

  • An exceptional, results-driven fundraiser with 15+ years of experience and a demonstrated track record of identifying, soliciting and closing gifts, grants, and investments ranging from $1M to $10M+; background in advancement, financial services, or complex mission-driven organizations strongly preferred.
  • Existing relationships with ultra-high-net-worth individuals, family offices and family foundations, and the advisors who serve them, and a demonstrated history of building such networks.
  • Highly entrepreneurial and business development-oriented, with a track record of sourcing new relationships and an ability to operate independently in ambiguous, fast-moving environments while remaining a collaborative and integrated team player.
  • Proven relationship management skills and the ability to develop and steward deep, multi-year relationships with credibility and sophistication; equally effective building trusted relationships internally across a matrixed organization to advance fundraising priorities.
  • Demonstrated ability to represent a complex, multi-priority organization to sophisticated philanthropic and investment audiences, translating impact investing frameworks, fund structures, and programmatic strategies into compelling narratives; genuinely energized by Social Finance's field-building mission and the opportunity to engage funders at the frontier of philanthropy and impact-first investing.
  • Intellectually curious and quick to develop fluency in complex subject matter, able to engage credibly across the full range of Social Finance's work, from impact-first investing to workforce development.
  • Exceptional written and verbal communication skills, with the ability to develop high-quality proposals, concept notes, and donor materials in close collaboration with the CPO and the program and communications teams.
  • Experience operating as a collaborative people manager who has contributed to staff development, performance feedback, and delegation within a high-performing team.
  • Track record of contributing effectively as a member of company leadership or cross-functional teams, bringing a collaborative, organization-wide perspective to strategic discussions beyond one's own functional area.
  • Able to travel nationally on a regular basis, approximately 25 to 30 percent of time, including regular travel to the Boston office.
  • Applicants must be permanently authorized to work in the United States on a full-time basis.
  • To be in-person at a Social Finance office, client location or Social Finance-sponsored event, you must be fully vaccinated against COVID-19, including receiving a booster shot.

Nice To Haves

  • background in advancement, financial services, or complex mission-driven organizations strongly preferred.

Responsibilities

  • Serve as a senior external fundraiser for Social Finance with clear accountability for raising $20M+ annually in grants and investments across all priorities, bringing an expansive, entrepreneurial, and business development-oriented mindset to the identification, cultivation, and solicitation of new funding opportunities.
  • Identify, qualify, and cultivate new ultra-high-net-worth individual, family office, and family foundation prospects, bringing long-cycle relationship management and entrepreneurial instinct to raise Social Finance's profile and to build the pipeline for specific funds and advisory services well beyond what exists today.
  • Develop and steward relationships across the advisor and intermediary ecosystem that shapes UHNW giving, including wealth and philanthropic advisors, family office staff, and peer donor networks.
  • Represent Social Finance credibly and compellingly across all fundraising priorities — including impact investment and philanthropic funds (e.g., the Impact First Fund, ReNEW), customized donor investment vehicles (e.g., Custom Portfolios), research and field-building work (e.g., the Institute), unrestricted general operating support, and other emerging priorities — translating complex investment structures and programmatic work into resonant narratives for sophisticated philanthropic and investment audiences.
  • Partner closely with the CPO, CEO, and President & COO on new and developing relationships, leveraging their time and visibility across meetings, events, and travel as part of a deliberate engagement and cultivation strategy.
  • Maintain a robust schedule of daily external meetings (both in person and online), in addition to regular travel (approximately 25 to 30 percent of time) to engage funders in key regional markets and to represent Social Finance at high value convenings.
  • Partner with Social Finance's Communications team, contributing funder insight and market perspective to messaging, materials, and thought leadership that resonate with ultra-high-net-worth individuals, family offices, and their advisors.
  • Contribute to the management and development of the Partnerships & Philanthropy team, supporting delegation of work, providing feedback, and investing in the professional growth of colleagues in service of shared organizational and fundraising goals.
  • Serve as a member of Social Finance's Leadership Team, contributing to firm-wide strategic priorities, organizational health, and the development of staff and culture; bring an external-facing, fundraising perspective to leadership conversations and model the values and standards expected across the organization.
  • Carry a portfolio of select institutional foundation and corporate funders where they connect to the VP's core market or to Social Finance's highest priorities, partnering with business leads on engagement, strategy, and stewardship to secure multi-year, multi-priority commitments.

Benefits

  • Comprehensive health care coverage: medical, dental and vision insurance; flexible spending accounts; access to Blue Cross Blue Shield Wellness Program “AHealthyMe Rewards” and more
  • Retirement savings plan with employer contribution
  • Short-term, long-term and life insurance policies
  • Commuter benefits and cell phone reimbursements
  • Hybrid work model (in office a minimum of two days per week and on an ad-hoc basis as needed)
  • Dedicated budgets for team building and employee recognition
  • Annual budget for external professional development opportunities
  • Mentorship and onboarding programs
  • Collaborative and energizing workspaces in downtown Boston, MA; San Francisco, CA; Austin, TX; Washington, D.C. and New York, NY.
  • Paid vacation and paid holidays (with 12/24-1/1 off every year)
  • Paid parental leave
  • A truly stellar team of high performing, values-driven and fun (!) professionals
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