Senior Director, Donor Advised Funds and Investment Partners

Senior Director, Donor Advised Funds and Investment Partners

Join to apply for the Senior Director, Donor Advised Funds and Investment Partners role at CJP - Combined Jewish Philanthropies

Senior Director, Donor Advised Funds and Investment Partners

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Join to apply for the Senior Director, Donor Advised Funds and Investment Partners role at CJP - Combined Jewish Philanthropies

Brief Description

Passion. Purpose. Impact. CJP is at the heart of Greater Boston's Jewish community, but our reach is felt around the world. Ranked by BBJ as Massachusetts’ largest non-profit organization – CJP is a philanthropic investor and mobilizer of people, resources, and skills that make a bigger difference locally and globally.

Brief Description

Passion. Purpose. Impact. CJP is at the heart of Greater Boston's Jewish community, but our reach is felt around the world. Ranked by BBJ as Massachusetts’ largest non-profit organization – CJP is a philanthropic investor and mobilizer of people, resources, and skills that make a bigger difference locally and globally.

Senior Director of Donor Advised Funds and Investment Partners will report to the Vice President of Risk Management & Investment Partnerships, with a secondary reporting relationship to the senior development manager overseeing the Comprehensive Campaign, this role is responsible for shaping and executing an impactful investing strategy for CJP, with a primary focus on the Donor Advised Fund (DAF) program. The position leads the development and growth of CJP’s DAF program, aligning it with organizational priorities while enhancing philanthropic engagement within the Boston Jewish community. The role also provides high-level advisory support in collaboration with the Philanthropic Asset Services team, ensuring a superior donor experience. In addition, the position coordinates all meetings and activities of the CJP Investment Committee and supports investor relations efforts for the Jewish Community Endowment Pool, LLP (JCEP).

Essential Functions

• Develop and implement an impact investing strategy for CJP, focusing on the Donor Advised Fund (DAF) program.
• Create, promote, and implement vehicles for impact-first investment in key CJP priority areas.
• Identify and implement opportunities to infuse CJP values and mission-aligned consideration into CJP’s market-rate investments including existing DAF investment options and JCEP.
• Create and staff appropriate volunteer leadership structure for impact-first investment strategies.
• Lead a comprehensive growth strategy for the CJP DAF program.
• Create and expand educational and engagement opportunities for DAF participants with a goal of growing CJP and Jewish share of overall DAF grant making from 10% to 20% and 20% to 30%, respectively.
• Redesign and expand DAF marketing and outreach efforts, in close cooperation with Advancement team, to increase the number of new DAFs created annually from ~30 to ~50. Grow CJP assets under management while maintaining and growing the annual distribution rate.
• In cooperation with Development staff, leverage DAFs to create planned gifts, endowments and multi-generational relationships. Promote the role of the CJP DAF program as a platform for creating endowments and planned gifts.
• In collaboration with and in support of the Philanthropic Asset Services team, respond to complex, difficult or high urgency DAF advisor needs and inquiries.
• Create and staff a DAF Steering Subcommittee of the CJP Committee on Development to expand volunteer oversight of and advocacy for the program.
• Administer and oversee all activities of the CJP Investment Committee and its task forces.
• Set meeting agendas in cooperation with volunteer chair and vice chair. Supervise minutes and implementation of Committee decisions.
• Staff task force calls and administer Committee ratifications as needed.
• In support of impact investing strategy, identify opportunities to grow awareness of CJP mission and values on the Committee, and access to investment options that support that strategy.
• Identify, elect and onboard new members, and ensure proper transition out of retiring members. Ensure appropriate pipeline of Committee leaders.
• Coordinate meeting schedule and logistics, including annual report to CJP Board of Directors.
• Participate in investor relations (IR) activities for the Jewish Community Endowment Pool, LLP (JCEP) :
• Serve as lead staff for IR activities for JCEP focusing on DAF and CJP endowment donors. Support the Vice President, Risk Management & Investment Partnerships in IR activities for institutional participants in JCEP.
• Help coordinate the JCEP Annual Meeting and other meetings between the Beth Israel Lahey Health Investment Office and current or potential JCEP participants.
• As appropriate, attend meetings of the Beth Israel Lahey Health / CJP Board of Managers.

CJP is not able to offer visa sponsorship for this position. Candidates must be authorized to work in the United States without visa sponsorship.

Requirements

Education :

Bachelor’s degree required; advanced degree in related field (MBA, JD, Finance, other) preferred.

Experience

Skills / Competencies

Summary

Passion. Purpose. Impact. CJP is at the heart of Greater Boston's Jewish community, but our reach is felt around the world. Ranked by BBJ as Massachusetts’ largest non-profit organization – CJP is a philanthropic investor and mobilizer of people, resources, and skills that make a bigger difference locally and globally.

CJP provides a unique opportunity to leverage your skills, talents, and experience to benefit the greater good while fostering your professional growth. You will work in a dynamic environment with a diverse group of individuals who share your commitment and enthusiasm. Together, we make a difference for both Jews and non-Jews in Greater Boston and worldwide. We offer competitive salaries, comprehensive benefits, and a supportive, family-friendly work environment.

CJP Core Commitments

CJP is guided by our Core Values— Respect, Caring, Collaboration, Integrity, and Innovation— that ground our work and shape the culture we create together.

For more information about CJP, visit www.cjp.org and https : / / www.cjp.org / about-us / careers / find-a-job

Equal Opportunity Statement

CJP is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Accommodation Disclaimer

CJP is dedicated to fostering an inclusive environment for individuals of all abilities and backgrounds. We provide reasonable accommodations to enable individuals with disabilities to perform essential functions. Upon request, reasonable accommodations in the application process will be provided to individuals with disabilities.

CJP conducts background checks as part of the hiring process.

Seniority level

Seniority level

Director

Employment type

Employment type

Full-time

Job function

Job function

Finance and Sales

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