Program Operations And Events Associate

Confluence Philanthropy is a non-profit, membership-based network of approximately 260 foundations, high-net-worth families, and their financial advisors representing a combined $3.5 trillion in assets under management. Our mission is to transform the practice of investing by aligning capital with our community’s values of sustainability, equity, and justice.

The Opportunity ~ Are You the Right Fit?

Confluence is a tight-knit, collaborative team that is deeply engaged with a dynamic membership. Together, we confront some of the most daunting issues of our time - climate change, racial equity, and investor accountability. Ultimately, our goal is to support the creation of a new economy. As a team, we are motivated by a sense of urgency, and we enjoy intellectual creativity and challenge. We are respected as leading organizers and convenors, and our unique purpose is to awaken hearts and minds. We are prized for thought-provoking and industry-shifting content. We generate action. We are beloved by our members for creating an authentic community – and fun.

We provide high-quality programming that demands dynamic and detailed planning processes. The Operations and Events Manager (OEM) supports three Program Directors in the thematic areas of social equity, climate investing, and responsible investing. This role requires a dynamic individual with a keen intellect and strong project management skills, that enjoys and is motivated by the challenges of event and project production. This position offers a powerful opportunity to understand the impact investing industry, build contacts, and learn alongside top industry investing experts. This position offers advancement to operational leadership roles at Confluence for the successful hire.

Skillset and Commitment

We seek candidates that have strong attention to detail and are adept at juggling multiple tasks. The right hire will be someone that clearly communicates with peers, management, and busy C Suite executives with patience and professionalism. The strongest hire derives satisfaction from the team’s success as their success.

Compensation

Confluence provides an 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 $60,000 - $70,000, based on experience and references with the opportunity for salary promotion based upon revenue growth.

Location

Midtown Manhattan. The office hours are weekdays from 9:00am ET to 5:30pm ET, with longer hours in the months preceding the annual conferences (February & May) and shorter summer hours. Confluence is a hybrid work environment. This position is required to be in the office 3-4 days a week dependent on the season.

Responsibilities

The Operations and Events Manager reports to the Vice President of Programs and supports two Program Directors, with a 30% allocation to the social equity, climate investing, and responsible investing programs respectively. This hire also plays a critical role in helping to organize our two annual conferences: the landmark Confluence Practitioners Gathering and the Advisor Forum & Climate Summit.

· Event Management: Assist with program planning and execution of online and in-person educational events. Tasks include supporting the content creation process, including researching speakers, notetaking, and speaker relationships; hosting webinars; identifying event venues; creating event materials. This position is required to attend in-person events as the support team member, leading set up and event logistics, and coordinating with catering and AV (expect 1-2 domestic trips per year).

· Administrative Support: Support the Program Team in conference coordination for sessions and field trips of major convenings. Tasks include scheduling planning meetings, coordinating speakers, preparing materials, and assisting with pre-conference and day-of logistics.

· Content Generation: Compile news articles and draft regular news digests for distribution; conduct content research as requested by Program Directors.

· Special Projects: Follow trends and breakthroughs in the investment industry; and assist Program Team with thematic research, industry trends, and landscape assessments, as needed.

· Other duties as assigned.

Qualifications

· Must have previous experience in business, philanthropy, or project-based advocacy.

· 4-year college degree in a related field – Masters degree preferred

· Two or more years of experience in project management and/or operational support, preferably at a smaller organization.

· Conference support/management experience is highly prized.

· Competent in Excel, Wrike, and CMS and quick to learn business systems.

Required Skills

· Able to take an idea and then make and execute an operational plan from concept to completion.

· Self-directed and able to work independently; resourceful, strategic problem-solver with a positive attitude.

· Meticulous about details, communication, and follow-up.

· Excellent relationship builder, who is able to demonstrate a high level of tact, humility, and diplomacy with all internal and external stakeholders.

· Demonstrate discretion and the ability to maintain confidential/sensitive information.

· Experience working effectively in a small team in a ‘roll up the sleeves’ environment.

· Ability to perform under pressure, with patience and a sense of humor.

To Apply: Submit a resume and cover letter, stating how your experience meets the needs of Confluence and how this position fits with your goals, to Jason K. Babbie, Vice President of Programs: [email protected].