ORGANIZATIONAL OVERVIEW 

As the largest funder of Jewish causes in California, the Jewish Federation Bay Area connects donors, changemakers, and community partners to build a thriving, resilient future. The Federation serves as a trusted partner and advisor for those seeking to make an impact today while shaping a better tomorrow. We invest in education, social services, and security while mobilizing crisis relief worldwide. With over a century of leadership, we empower individuals and families to give strategically, building a thriving and resilient future for generations to come. Whether strengthening Jewish life in the Bay Area, safeguarding communities worldwide, or ensuring a safe and democratic Israel, we empower people to take meaningful action that echoes for generations. 

The Federation is seeking a highly motivated and qualified individual with a variety of skill sets who wants to join a team working to build a new model of 21st century and next generation Federation engagement.

POSITION SUMMARY

The Director, Institutional Partnerships and Strategy serves as the Federation’s strategic lead for institutional relationships across the Bay Area Jewish ecosystem. This role strengthens and centralizes engagement with Jewish communal organizations, enhances sector-wide financial sustainability, and positions the Federation as a trusted long-term strategic and financial partner.

Reporting to the Chief Impact and Strategy Officer, this role develops and executes growth strategies for institutional assets under management and designs new services that expand the Federation’s value to agency partners. This role collaborates cross-functionally to advance mission-aligned financing solutions, deepen partner capacity, and enhance the Federation’s role as a community investment and philanthropic innovation hub.  

ESSENTIAL FUNCTIONS OF THE POSITION

Institutional Strategy and Growth

• Serve as the lead advisor to agencies on endowment development, legacy giving, capital planning, and long-term financial sustainability.
• Develop and implement a comprehensive institutional partnership and growth strategy to deepen relationships, expand service offerings, and increase institutional assets under management.
• Centralize institutional relationship strategy across Philanthropy, Community Impact, Finance, Impact Investing, and Events to ensure coordinated engagement and growth.
• Design tools, training and programming that build agency partner capacity and strengthen      long-term sustainability.
• Drive measurable growth in institutional assets through expanded partnerships and adoption of Federation services.
• Integrate global partnerships into local institutional strategy to strengthen leadership, deepen engagement, and enhance organizational sustainability.
• Direct administration of agency funds in collaboration with Finance team, including account management, grantmaking, contribution processing, reporting, and fund-by-fund record-keeping across data platforms, in close coordination with the Finance and Accounting department.

Relationship Management and Partner Services

• Serve as a trusted advisor to institutional leaders on endowment structure, capital planning, and gift planning strategies.
• Prepare and deliver presentations, materials, and strategic recommendations for agency boards, prospects, and new partner organizations.
• Partner with the Chief Philanthropy Officer to develop and manage the agency partner business development pipeline.
• Advise the Community Impact team on the strategic use and governance of programmatic and field-of-interest endowment funds.
• Work in partnership with internal teams responsible for fund administration and financial reporting.

Capital Strategy & Financial Innovation

• Partner with the Impact Investing team to serve as an agency point of contact for deal sourcing. Work closely with the Managing Director of Community Impact on capital planning projects.
• Partner cross-functionally to design and launch mission-aligned financing vehicles that support agency capital campaigns and strengthen the Federation’s role as a community investment partner.
• Establish metrics and systems for measuring capital deployment, community impact, and institutional growth.

QUALIFICATIONS, KNOWLEDGE, SKILLS, ABILITIES

• Strong relationship builder with a demonstrated ability to engage and maintain trust with diverse stakeholders, including nonprofit leaders, board members, and community partners
• Familiarity with nonprofit governance and board operations
• Experience drafting and reviewing agreements preferred
• Strong written communication skills and attention to detail required
• Active presence in the local community, with a commitment to showing up at key events, cultivating partnerships, and staying attuned to emerging needs and challenges
• Willingness and ability to travel locally and engage in-person with partner organizations on a regular basis. 
• Be available for in-person meetings, events during the evenings and on weekends as needed, on occasion. 
• Established network within the nonprofit and/or philanthropic sector, with the ability to listen closely and identify opportunities to support organizational sustainability and impact
• Financial and investment familiarity, including comfort with discussing budgets, investments, and funding vehicles
• Familiarity with fundraising strategies and philanthropic models, including donor engagement and long-term fund development
• Strong interpersonal instincts combined with a strategic mindset for relationship management and partnership growth

EDUCATION AND EXPERIENCE

• 10+ years of relevant experience
• Master's degree preferred 

Salary commensurate with experience. Excellent benefits — medical, dental, vision, vacation, sick pay, holidays (including Jewish), and retirement plan. 

EMPLOYMENT PRACTICES 

The Federation views equity, diversity, inclusion, and belonging as the pathway to achieving inclusive excellence and fostering a company culture where everyone can thrive. We strive to create a community that draws upon the widest possible talent pool to unify excellence and diversity while fully embracing individuals from varied backgrounds, cultures, races, identities, life experiences, perspectives, beliefs, and values. The Jewish Federation Bay Area is an equal opportunity employer.