Director, Endowments & Foundations
Core
Lead the day-to-day execution, growth, and client experience of the institutional nonprofit practice for endowments and foundations.
Role type
Senior execution-focused Director
Builds
Discretionary OCIO and advisory mandates for endowments, private and community foundations, educational institutions, and healthcare nonprofits
Domain
Financial services / Institutional Asset Management / Nonprofit Investment
Required skills
Institutional asset management, OCIO, nonprofit investment advisory, business development, P&L management, strategy execution, client service delivery, marketing strategy, team leadership, fiduciary practice, nonprofit governance
Preferred skills
MBA, MPA, CFA, player/coach experience, consultative sales
Technologies
Investment Policy Statement construction, UPMIFA compliance tools
Responsibilities
Shape practice strategy and multi-year growth roadmap; originate and close discretionary OCIO mandates; oversee service and retention of existing nonprofit clients; build and execute marketing and thought leadership programs; mentor and coach the practice team; partner cross-functionally with CIO and investment research teams
Seniority
Senior, hands-on IC