Senior Associate, Partnerships & Philanthropy

Please note that application review will begin on January 26 and continue on an ongoing basis.

Role and Responsibilities

The Senior Associate, Partnerships & Philanthropy plays a critical role on Social Finance's dynamic fundraising team, which mobilizes philanthropic and investment capital to advance our mission. This position combines analytical rigor, operational excellence, grant management, and data-driven reporting to support the team's strategic objectives.

This role is ideal for a proactive professional who is passionate about fundraising and impact investing, thrives in fast-paced environments, and demonstrates strong judgment when navigating complex challenges. The successful candidate will leverage technology—including AI tools—to drive efficiency and generate insights, approaching their work with a solutions-oriented mindset. Working closely with Associate Directors in Partnerships & Philanthropy, the Senior Associate provides essential support, coordination, and analysis that enables senior leadership to focus on strategy development, relationship management, and major fundraising initiatives.

The percentage breakdowns below reflect expected effort distribution; actual time spent may shift in response to changing priorities and workload fluctuations.

Grants Management and Donor Collateral (50%)

• Support Associate Director in managing foundation and philanthropic grant processes, including tracking deadlines, coordinating internal inputs, and assembling and submitting proposals and reports 
• Access and manage online grant portals, including maintaining passwords and account information
• Support proposal development, fundraising decks, and written materials in partnership with Associate Directors and senior leaders
• Review, extract, and transfer proposal and reporting questions or requirements into organized Word documents
• Upload all required materials—such as budgets, 990s, supporting documents, and proposal/reporting content—into the appropriate portals
• Troubleshoot submission issues as they arise, including communicating with foundation grants management staff or program officers to resolve portal-related challenges
• Engage cross-functionally with internal teams (programmatic, Finance, Legal & Compliance, etc.) to gather inputs for grant applications and reports
• Maintain grant calendars, deliverables trackers, and documentation to ensure timely and accurate submissions 
• Assist with gift processing, acknowledgments, and stewardship coordination 
• Serve as a reliable execution partner to ensure grant and donor requirements are met efficiently and professionally

Data Management, Fundraising Research, and Analytics (30%)

• Maintain accurate, timely, and well-organized fundraising and prospect data in CRM and related systems, in close coordination with Associate Directors 
• Conduct high-quality research on individuals, foundations, and family offices to support cultivation and solicitation strategies
• Support the preparation of fundraising reports, dashboards, and pipeline summaries for internal leadership
• Prepare briefing materials, prospect summaries, and background memos for donor meetings and senior leadership
• Assist with ad hoc analysis and data pulls to support fundraising strategy, planning, and decision-making
• Partner with Associate Directors to improve data hygiene, documentation, and reporting workflows over time

Events, Convenings, and External Engagement  (20%)

• Manage an active calendar of donor and prospect events, including small gatherings, briefings, roundtables, and cultivation events  
• Lead logistical planning for fundraising events, including scheduling, venue selection, vendor coordination, guest communications, and event materials  
• Coordinate internal event planning processes, including timeline management and task tracking, run of show, briefings etc.

Technology, AI, and Continuous Improvement     

• Actively leverage technology and AI tools to streamline research, reporting, writing, and administrative workflows  
• Identify opportunities to automate, templatize, or improve processes to reduce manual work and increase efficiency 
• Serve as a thought partner to Associate Directors on how technology can improve fundraising operations and insight

Qualifications

We are looking for candidates with a high level of professional excellence, initiative, strategic and detail orientation, and passion for our mission.

Position Requirements:

• Bachelor’s degree required   
• 3–6 years of relevant experience in fundraising, advancement, consulting, finance, marketing or nonprofit operations; grants management experience preferred
• Excellent writing, editing, and proofreading skills, with strong attention to detail; Experience with grant or proposal writing is a plus
• Strong quantitative skills and familiarity with business, finance and fundraising principles 
• Exceptional presentation and PowerPoint skills, with an eye for clean, professional visual design and formatting
• Experience with CRM systems and proficiency in Microsoft Office Suite (Excel, Word, etc.)  
• Highly organized and able to manage multiple projects simultaneously with strong time management skills
• Strong interpersonal skills and the ability to collaborate effectively across teams and with external stakeholders
• Ability to maintain discretion and handle sensitive information about ultra-high net-worth individuals and funders with professionalism and confidentiality
• Entrepreneurial mindset, proactive approach to problem-solving, and commitment to delivering high-quality work in a fast-paced environment

Benefits

At Social Finance, we strive to deliver a benefits program that will enhance our overall value proposition to employees. Our current benefit offerings include:

• Comprehensive health care coverage: medical, dental and vision insurance; flexible spending accounts; access to Blue Cross Blue Shield Wellness Program “AHealthyMe Rewards” and more 
• Retirement savings plan with employer contribution
• Short-term, long-term and life insurance policies
• Commuter benefits and cell phone reimbursements
• Hybrid work model (in office a minimum of two days per week and on an ad-hoc basis as needed)
• Dedicated budgets for team building and employee recognition
• Annual budget for external professional development opportunities
• Mentorship and onboarding programs
• Collaborative and energizing workspaces in downtown Boston, MA; San Francisco, CA; Austin, TX; Washington, D.C. and New York, NY. Please note this position will be based in either our Boston or DC offices. 
• Paid vacation and paid holidays (with 12/24-1/1 off every year)
• Paid parental leave
• A truly stellar team of high performing, values-driven and fun (!) professionals

Salary 

Social Finance uses a lockstep compensation model for purposes of equity and transparency - we strive for everyone coming in at a given level to be paid equitably. For this position, at the Senior Associate level, the starting base salary is $98,000; however, during the interview process, we will take into account a candidate's full work experience and may adjust the job title, and commensurate starting salary, as appropriate. At this level, employees typically receive a $2,500 salary increase annually and are eligible to participate in our firmwide annual bonus program. Bonuses are typically between 5-10%, though bonuses are not guaranteed and are dependent on both organizational and individual performance.