Manager, Partnership Engagement

Manager, Partner Engagement - Girls Who Invest

New York, NY (Hybrid - in office 3-5 days per week)

ABOUT THE ORGANIZATION:

Girls Who Invest (GWI) is a non-profit organization dedicated to transforming the investment management industry by attracting and advancing women investors, changemakers, and leaders. They are changing the face of investing through education, mentoring, internships, and a supportive, motivated community and have reached a community of nearly 2,000 alumni in just seven years.

GWI enables college students to explore investment management careers through its two tuition-free educational programs. The Summer Intensive Program combines in-residence academic training led by top university professors with a guaranteed paid internship at one of more than 100 leading investment management firms. The Online Intensive Program is self-directed and asynchronous, allowing independent learners the opportunity to master finance and investing fundamentals at their own pace from renowned training organizations.

The GWI Career Institute focuses on the long-term professional development, retention, and advancement of our alumni in investment management. GWI provides career advisory services, community building, and connections for our alumni at all stages in their careers.

Girls Who Invest’s vision is for 30% of the world’s investable capital to be managed by women by 2030.

For more information, visit www.girlswhoinvest.org.

ABOUT THE OPPORTUNITY:

The Manager, Partner Engagement works directly with the Head of Partnerships and extended Partnerships, Career Development, and Programs Teams to manage and support the growing community of Girls Who Invest partners, primarily investment management firms. This position plays a central role in coordinating programmatic engagement opportunities for GWI. Responsibilities lead on all aspects of partner engagement including: idea generation, event planning and management, partner communications, and featuring partners through different GWI channels (identifying and working with GWI’s Director of Communications and Marketing).

Candidates should have direct experience in client facing roles and relationship management, in addition to an interest in financial services. Requirements also include being entrepreneurial, highly organized and self-motivated with excellent written and verbal communication skills.

KEY RESPONSIBILITIES:

Partner Engagement

• Manage the direct engagement of investment management program partners in the full range of GWI’s offerings, from internship through to alumni programming
• Lead and manage partner-related event curation and management, including planning and logistics (for example: community events, fundraising events and a future gala)

Strategy

• In partnership with Director of Development, develop GWI’s annual Fundraising Plan
• Identify and implement strategies and opportunities to cultivate and strengthen GWI’s relationships with partners through programmatic engagement and marketing opportunities
• Identify and execute communications/promotional/branding opportunities with partners, in conjunction with our external communications partners and GWI’s Director of Communications and Marketing

Business Development & Operations

• Support Identify and onboarding of new partners through leads tracking and relationship lifecycle management
• Support the annual partner renewal process by coordinating feedback communications, scheduling calls, and managing follow-ups including renewal paperwork and invoicing with finance team
• Develop systems to streamline and track partner processes, including annual sponsorship renewals, financial tracking, onboarding and overall data collection in Salesforce and Excel

Requirements

PROFESSIONAL QUALIFICATIONS:

• Minimum of seven years of relevant work experience - could include nonprofit fundraising, corporate client or relationship management, or other relevant sales and business development experience.
• Enthusiastic self-starter with a proactive attitude
• Highly responsive to partner and internal requests
• High energy and passion for GWI’s mission is essential as is interest in the financial services industry and relationship management and/or donor engagement experience
• An independent self-starter who also thrives in executing strategies collaboratively to maximize efficiency and effectiveness
• Strong rel