Director, Advisory Services

Arabella Advisors

You are mission driven and action oriented. You love to get involved, and work as part of a team to accomplish something great. Any job is your job if it helps the team succeed, and you thrive on variety. Today, you’re looking for a role where you can use those traits to make a real difference in the world by advancing the most important social issues facing humanity today.

If that sounds like you, Arabella Advisors can’t wait to meet you.

Directors play an essential role on the Advisory team in both managing and/or serving as a senior strategist on client projects, developing client relationships, supporting business development, managing aspects of team or firmwide strategy, and developing team talent and culture. This Director will specialize in work with families and individuals and contribute to leadership activities within that practice.

Essential Responsibilities
Client Service (~50-65%)

Project Management & Oversight: Serve as senior strategist or project manager on complex client projects ensuring client deliverables, client meetings, and presentations meet or exceed client expectations; specific duties will vary based on the type of project but are likely to include:
Developing and managing project scopes
Developing and managing project teams
Designing and facilitating high-quality working sessions with clients and other stakeholders
Leading client meetings clearly communicating project progress and findings and facilitating decision making
Identifying and leading opportunities for renewal or scope expansion
Ensuring a project remains on time and on budget
Developing high-quality reports and presentations, including overseeing or leading the research and analysis process leading up to deliverable development
Overseeing cross-functional teams
Relationship Management: Develop, manage, and grow relationships with clients. The Director must have the emotional intelligence and interpersonal skills necessary to build long-lasting and close relationships with their clients
Project Team Development: In the context of project work, train project team members and help develop their skills and talent with special focus on creative facilitation, collaborative decision making, and adult learning methods to support our clients

Business Development and Marketing (~15-20%)

Partner with business development team to qualify leads and pitch new opportunities with prospective family and individual clients or to advisors of families and individuals
Serve as senior lead on proposals, including advising or leading on scope design and pricing and closing the opportunity with the prospect
Stay abreast of developments of the field and use this information to hone services and business strategy; represent the firm at select conferences and events

Management and Internal Strategy (~15-20%)

Community of Practice: Partner with the Senior Practice Lead of Family and Individual Services to build and manage community of practice firmwide
Internal Strategy & Team Objectives: Contribute to the development, implementation, and management of key components of the team and firm’s strategic plan, annual objectives, and key business performance metrics
General Management & Mentorship: Contribute to professional growth and satisfaction of junior staff in concert with Senior Practice Lead of the firm’s family and individual work by providing direction, support, guidance and mentorship on project work and by promoting firm culture; Develop and share relevant skills and issue-area expertise

To be successful in this role you’ll need:

Graduate degree or equivalent work experience in relevant field (management consulting, professional services, philanthropy, public policy, nonprofit management, corporate social responsibility, etc.)
At least 10 years of professional experience with steadily increasing job responsibility and management experience
Experience in philanthropy, nonprofit management, business and/or consulting with regular and sustained interaction with ultra-high net worth families, couples, or individuals highly preferred
Experience with strategy development and strategic planning at the programmatic or enterprise level
Proven ability to work with diverse audiences and stakeholders, facilitate meetings and conversations, and bring groups to decisions with a goal of excellent client service
Ability to manage and lead a complex project, to oversee and delegate to team members, and to meet deadlines, while creating a positive and inclusive team environment
Strong research skills and an understanding of how to guide teams in gathering, analyzing, and synthesizing diverse information from written documents and interviews
Excellent communication skills, including strong writing skills and verbal communication skills
Proven ability to balance multiple priorities and projects with flexibility and an open mind
Ability to work independently and as part of a team

Our Core Competencies:

The ability to provide excellent service, including being able to address complex service matters, implement and communicate service changes to everyone involved, and to coach teammates on how to apply the firm’s service standards
The ability to manage large-scale and cross-firm projects, including delegating and managing all resources, identifying and implementing improved processes, monitoring consistency across project teams, and providing direction and support to teammates
The ability to facilitate and negotiate among stakeholders with conflicting needs and to generate consensus among decision makers
The ability to help effectively communicate difficult messages; to adapt style, tone, and content to meet various needs; and to coach teammates on crafting content
The ability to work cooperatively and inclusively with others to achieve shared goals, including encouraging and facilitating effective compromise, drawing on the capabilities of all team members, and leading team-level knowledge sharing
The ability to use available resources and feedback to continually develop mastery in your role and facilitate team and project-level learning, including coaching others
The ability to solve complex challenges by identifying innovative solutions and facilitating coordination with others

About Arabella Advisors

Arabella Advisors helps foundations, philanthropists, corporations, and investors who are serious about impact achieve the greatest good with their resources. We work on issues ranging from the social and economic advancement of women and girls, and conservation of our climate and planet, to reducing poverty and inequity in the United States and around the world. Our staff members are mission-driven and action-oriented, and have a unique combination of experience in philanthropy, business, nonprofits, government, finance, law, and other fields. We combine creative, strategic thinking with knowledge and networks developed through decades of hands-on experience. The fastest-growing philanthropic advisory firm in the nation, Arabella is also a certified B Corporation.

About Arabella’s Advisory Team

The Advisory team is a collegial, client-focused, and impact-driven community that provides a range of strategic consulting services to institutional foundations, family foundations, corporate foundations, impact investors, and philanthropic individuals. Our team helps clients develop grant-making and impact investment strategies, implement programs and grant initiatives, conduct diligence, evaluate impact, and collaborate effectively with other donors and investors. Together, we work with many of the nation’s leading philanthropists, helping them achieve impact in education, health, international development, conservation, and more.

Working with Us

We are committed to having a passion-driven, inclusive, transparent, collaborative, healthy, and fun culture. We invite you to visit our careers website to learn more.

To encourage work/life balance we offer flexible work options. Our office is an open space with cubicles and informal work areas. Our salaries are closer to the range of a nonprofit and our benefits are excellent. You’ll start with three weeks of vacation, 80 hours of personal time, and 20 hours of paid time to volunteer at an organization of your choice. In addition to seven federal holidays, you get to pick four more from a list of inclusive religious holidays and your birthday.

We have a competitive health package that includes medical, vision, dental, and prescription insurance. We also provide funds for professional development, a fitness benefit, and cover part of your personal cell phone plan.

How to apply

Submit a resume and a one-page cover letter online. The cover letter should address why you’re excited to work at Arabella and why you’re qualified for this specific job.

We value diversity and inclusion and encourage all qualified people to apply. If we can make this easier through accommodation in the recruitment process, please let us know.

While Arabella is open to individuals from various locations applying to join our team, please note that we generally are unable to pay for relocation expenses.

We will review applications as they are received and look forward to hearing from you.

Job URL: 
https://www.arabellaadvisors.com/careers/open-position/?gnk=job&gni=8a78839f6be7...

Opportunity type

Full-time

Experience

Senior

Job function

  • Strategy

Areas of impact

  • Social Sector