Grants & Programs Manager

The Foundation for Financial Planning (FFP) offers a unique opportunity for an individual seeking exciting professional growth at an entrepreneurial and thriving nonprofit. This position is located in downtown Washington, D.C., with a potential option for telework.

FFP is seeking a high-performing self-starter to serve as Manager, Grants & Programs, supporting FFP’s grantmaking and existing programs while identifying new opportunities to expand FFP’s efforts to bring pro bono financial guidance to vulnerable groups. The Manager will take on leadership roles in the areas of: grants, nonprofit outreach, and volunteer recruitment and tracking.

This is a fantastic position for someone who is highly motivated, organized, energetic, and seeking growth and the flexibility to innovate. Candidates must be able and willing to both plan and execute and must be excellent at building relationships. The salary is negotiable, and the ideal candidate can start as soon as possible.

About the Foundation for Financial Planning 

The Foundation for Financial Planning (FFP) is a national, Washington, DC-based 501(c)(3) charitable organization, solely devoted to supporting the delivery of pro bono financial planning to at-risk populations, including active military members and wounded veterans, people with cancer and other serious medical diagnoses, seniors and family caregivers, low-income individuals and their families, domestic violence survivors and many more. Dedicated to powering pro bono financial planning, FFP has provided more than $8.3 million in grants to national and community-based pro bono programs; worked with partners to activate more than 24,000 financial planners to volunteer their time and talents; and acted as a leader and catalyst to foster a rich tradition of pro bono service across the financial planning profession.

In collaboration with our national strategic partners, FFP focuses specifically on engaging CERTIFIED FINANCIAL PLANNER™ professionals in pro bono activities. Often called the “gold standard” for financial planning professionals, the CFP® credential represents a high level of ethics, professionalism, competency, and experience. Through these efforts, we seek to raise the visibility of pro bono service and fuel a movement across the financial advisory profession.

ESSENTIAL RESPONSIBILITIES

GRANTS:

·      Partners with the Senior Director to manage grants promotion, application, and review processes.

·      Works alongside grantees to offer feedback and technical assistance to help them improve their programs, as needed.

·      Coordinates and staffs strategic meetings with grantees and other key stakeholders, developing supporting materials such as agendas and presentations, and taking minutes to capture discussion and next steps.

PROGRAMS AND OUTREACH

·      Supports the development and implementation of outreach strategy to increase the number of nonprofits that engage pro bono financial planners. This entails:

·      Helping nonprofits see the CFP® professional volunteer as an asset to underserved individuals and working with them to develop programs that integrate CFP® professional volunteers.

·      Populating more volunteer opportunity listings on ProBonoPlannerMatch.org, FFP’s online platform to match CFP® professionals with volunteer opportunities at nonprofits nationwide.

·      Develops content such as stories, quote cards, video segments, etc. that feature the experiences of volunteer financial planners, pro bono clients, and grantees.

VOLUNTEER RECRUITMENT AND TRACKING

·      Leads the recruitment of CFP® professionals to volunteer with nonprofit programs nationwide.

·      Supports FFP’s evolving efforts to use technology to support pro bono financial planning engagements.

·      Leads efforts to collect and track volunteer data from several sources using FFP’s CRM system.

EDUCATION AND EXPERIENCE

·      Completion of a Bachelor’s degree and 2+ years’ related experience in managing programs and/or grantmaking efforts; experience working with volunteers; or an equivalent combination of training and experience related to the duties of the position.

·      Experience managing and developing volunteers to further a major program’s reach and scale.

·      Experience within the nonprofit sector is a plus; knowledge of the financial planning industry also helpful but not necessary.

·      High-energy individual who thrives on a small, collaborative, innovative team. Sense of humor mandatory.

·      Excellent written, verbal, visual/presentation and interpersonal communications skills.

·      Strong organizational and multitasking skills.

·      Proficient with Office software and database management software. Ability to master new technology platforms and systems as needed.

Candidates MUST submit a resume and one-page cover letter through this application link (https://www.surveymonkey.com/r/J7X3RGC) to be considered for the position. The cover letter must address why you want to work at FFP and how you fit the job requirements. We will disregard candidates that do not submit the appropriate materials. Due to the volume of applicants, only those selected for screening will be contacted.

Salary in the $60ks and competitive benefits including health insurance, 401(k), PTO.
THIS POSITION IS NOT ELIGIBLE FOR WORK VISA SPONSORSHIP