The Company
The Company is a single-family office that provides investment, financial planning, and philanthropic services to a family and its related investment entities, trusts, and private foundations. Services are provided through a combination of in-house professionals and outsourced advisory firms.
Please note: the company name and identifying information will be disclosed in the first stage of the interview process.
The Position
The Company is seeking a full-time Grants Manager to lead grants management processes for the philanthropic programs of the family and the family’s foundations. This includes pre- through post-award management for a high volume of grants. The position reports to the Company’s Associate Director. The family’s philanthropic interests focus on Arts, Local Communities, Education, the Environment, and Global Impact.
Responsibilities
The Grants Manager oversees grantee and prospective grantee partners’ full grant cycle including the application process, database management, grant documentation, and grant compliance. Serving as a key link between the family office’s program, finance, and technology departments, the Grants Manager is responsible for maintaining robust and effective workflow processes to ensure quality, consistency, and timeliness.
Grantmaking Processes
● Manage grantmaking operations through all stages of the grant cycle, and manage all aspects of process implementation
● Work internally to define and maintain workflows and keep program staff updated on progress
● Serve as key point of contact for applicants and grantees regarding submission of applications and reports
● Track and confirm that application materials are complete when submitted
● Maintain grant cycle calendar on behalf of philanthropic staff
● Work with staff to prepare and develop quarterly grantmaking meeting materials
● Maintain an operations manual and provide clear instructions on grant procedures to both grantees and staff
Database Management
● Serve as systems administrator for a robust database, always maintaining high data integrity
for grantee records and files
● Optimize the functionality of a newly implemented database to improve efficiency, workflow, and inter-department communications
● Ensure that grants management software is being fully utilized and maintained, including software add-ons
● Maintain relationship with software vendor(s) and oversee contract renewals for all system-related software
● Educate and train staff on grants management system
● Provide technical assistance to applicants with online application and reporting processes
Award Management
● Manage all grantee correspondence and internal logistics related to the processing and execution of contracts and agreements
● Work with program staff to determine grant payment schedules, reporting deadlines, and recognition requirements
● Develop, maintain, and deliver grantmaking dashboards, data visualizations, and performance analytics for board and staff audiences, translating complex grant portfolio data into actionable insights that support strategic oversight, measure progress against objectives, and inform funding decisions throughout the year
● Serve as key contact for questions/comments on agreements with grantees, vendors, and other partners, coordinating with internal stakeholders, as applicable
● Partner with finance team to process payments for all grant awards, audit requirements, and grant projection reporting, ensuring full compliance with internal controls
● Support program leads and grantees to ensure compliance with grant agreements, project- specific requirements, and successful project implementation
● Provide accurate grant data/information to staff
Additional Responsibilities
● Communicate with diverse stakeholders (e.g., nonprofit agencies, public and private funders) regarding the family’s grantmaking priorities, guidelines, and proposal review processes
● Engage with external grantmaking networks and peer organizations to…