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    Executive Director - Boston, MA, United States - Viewcrest Advisors

    Viewcrest Advisors
    Viewcrest Advisors Boston, MA, United States

    2 weeks ago

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    Description

    A private family foundation ("The Foundation") is moving into its next phase of growth and impact and seeks to hire its first Executive Director (E.D.). This is an exciting opportunity for an experienced, collaborative, and values- driven leader -- with a deep understanding of the potential and uniqueness of family philanthropy -- to proactively carry out the Founder/Board President's ("The Founder") vision.

    The E.D. will lead and manage across the Foundation's philanthropic grants and operating programs. Since 2015, the Foundation's passionate founder has instilled strong values of creativity, amplifying the voices of others, and encouraging those helped to pay it forward. Four words describe the Founder's thinking about philanthropy, the way they want to work, and the kinds of organizations that they like to support: heartfelt, vibrant, practical, and organic.

    An engaged Board of Directors makes funding and policy decisions and will continue to be actively engaged in the Foundation's work, while a capable, reliable and enterprising E.D. who, in this new role, will oversee the day-to- day operations. The E.D will partner closely with the Founder and a small core team of consultants to achieve this hand-off and will: manage the team, reinforcing a cohesive and productive culture; build the operational infrastructure needed for success; and advance the Foundation's programmatic goals and partnerships.

    Reports to: Founder/Board President and the Board of Directors
    Based: Back Bay (Boston, Massachusetts). Working in close partnership with the Founder and team, this is an in-person position; there will be occasional travel.

    Key Responsibilities:

    Management

    • Manage, mentor, onboard, and evaluate staff, supporting their growth and development.
    • Promote an in-person office culture that is highly professional and organized with an emphasis on teamwork, accountability, and mutual support.
    • Model and foster clear communications and trust -- between the Board, grantees, staff, advisors, and partners – as well as professionalism and service-orientation.
    • Track all the Foundation's activities and enterprises, transparently communicating progress, challenges, impact and outcomes.
    • Ensure that written documents and communications meet the highest standards.

    Program Planning, Implementation and Grantmaking

    • Work with the Board and staff to implement the Foundation's current strategic direction, creating workplans, goals, and timelines.
    • Oversee program staff in education/scholarship and arts/culture to ensure that mission/goals are attained.
    • Represent the Foundation to external partners, highlighting the work and outcomes while maintaining appropriate discretion.
    • Ensure that the existing grant process is aligned with the Foundation's priorities; assess and make recommendations for changes as needs evolve.

    Board Engagement and Strategy

    • Develop strong working relationships with trustees, individually and in their collective work.
    • As a thought partner and advisor to the Founder, support evolutions of the strategy; ensure that future adjustments are implemented effectively.
    • Oversee the preparation of the agenda and board book for quarterly meetings; ensure that trustees have meaningful information – grantmaking reports, program progress summaries, etc.
      -- and materials needed to make sound decisions.

    Finance, Operations and Compliance

    • Track and monitor budget to actuals to ensure compliance with the required minimum distribution.
    • Analyze and oversee investments in technology (file sharing, database/relationship management, grants management, etc.) and other systems; ensure aligned processes and that staff/trustees have the training and support to leverage them.
    • Ensure that staff, external counsel and advisors are completing the foundation's audit, taxes and annual filings, and also that compliance systems are in place.
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