Associate

Fio Partners; United States; Remote; USD 85,000 - 95,000; Full time

Benefits offered by this job

Remote-friendly role

Office presence in CT

Professional development funds

PTO 120 hours / 15 days

Holidays 12 days

Health care stipend $6,300/yr

401(k) with match up to 3.5%

Home office allowance & phone/internet

Job summary

Fio Partners is seeking a collaborative, resourceful Associate for a primarily remote, full-time role. You will support and/or lead client engagements, facilitate strategic conversations, and lead workshops and learning experiences for nonprofit and government clients.

Travel to client sites and in-person retreats is required. The salary range is $85,000–$95,000 annually, commensurate with experience, with comprehensive benefits including holidays, PTO, health care reimbursement, and a 401(k)

Qualifications

• 5-7 years of relevant experience in the social sector (nonprofit, philanthropic, and/or government).
• Strong client service experience and commitment to sleeves-rolled teamwork.
• Excellent organizational, problem solving, critical thinking skills.
• Outstanding communication and writing skills, including the ability to synthesize complex information clearly.
• Excellent facilitation and presentation skills, in virtual and in-person environments.
• Solid understanding of nonprofit management and organizational development concepts.
• Desk research and basic data analysis skills (e.g., SurveyMonkey, qualitative data theming).
• Ability to work well both as a member of a team and independently.
• Commitment to Diversity, Equity, and Inclusion and to ongoing personal and professional learning.

Responsibilities

• Lead and support strategic planning, advisory projects, training, learning, and board development.
• Support strategic alliances and search projects as needed.
• Conduct assessments of organizational strengths and capacity; analyze external ecosystem.
• Gather information through desk research, surveys, interviews, and focus groups.
• Document insights in narrative and presentation formats with staff support.
• Plan and facilitate meetings with boards, staff, and stakeholders; travel for in-person sessions.
• Manage project teams and timelines; ensure budgeting and progress.
• Serve as trusted advisor including executive and board coaching engagements.
• Support sales by attending discovery calls and writing proposals.
• Develop content for training workshops, webinars, cohorts, and communities of practice.
• Contribute to firm knowledge, practices, tools, and resources.

Skills

Communication

Facilitation

Presentation

Proposal writing

Project management

Client service

Team collaboration

Synthesis of data

Independent work

Tools

Microsoft Word

Microsoft Excel

PowerPoint

Outlook

SharePoint

CoPilot

Zoho

Job description

Fio Partners is supporting the Executive Search for | Full time

Fio Partners, LLC is a national consulting firm serving nonprofits, foundations, collaboratives, government agencies, and their boards. Fio is Latin for “become.” We believe that each of our clients is in the process of evolving. As thought partners and strategy consultants, our primary role is to empower clients to create lasting change by supporting informed choice-making.

We provide customized services to support organizational growth and leadership, including strategic planning, partnerships and alliances, executive transitions, board and team development, and professional learning and advisory support. Fio’s information-rich and inclusive processes support purposeful inquiry and decision-making. Our consultants bring extensive practical and leadership experience to the nonprofit sector. We typically work in teams tailored to meet our clients' specific needs and leverage our staff's expertise.

The Associate Role : Fio Partners is currently seeking a collaborative, resourceful, and adaptable full-time Associate to join the firm. The Associate will serve in a client-centered role, providing support and/or leading client engagements, facilitating strategic conversations, and leading workshops and learning experiences.

Associates will typically be involved in the following activities:

• Lead and support strategic planning, strategic advisory projects, training and learning, and board development. Support strategic alliances and search projects, as needed.
• Conduct assessments of organizational strengths, challenges, and capacity; analyze the external ecosystem to identify opportunities; and guide clients in developing strategic pathways to enhance impact, strengthen systems, and achieve their goals.
• Conduct information-gathering activities, including desk research, reviewing and customizing surveys with clients, analyzing survey results, developing interview and focus group questions, conducting interviews and focus groups, and theming qualitative data.
• Collaborate with Fio staff to move from client data analysis to meaning making, documenting insights in narrative and presentation formats.
• Plan and facilitate meetings with boards, staff, and stakeholders including developing agendas and meeting reports, preparing and delivering presentations to clients and developing session outputs. Travel will be required to lead in-person meetings and retreats.
• Manage project teams and timelines to ensure effective coordination, communication, budgeting, and progress.
• Serve as a trusted advisor to our clients, including Executive and Board coaching engagements.
• Support sales initiatives as needed by attending discovery calls, writing proposals, or attending finalist interviews. Develop content for and deliver training workshops and webinars, multi-session cohorts, and communities of practice.
• Contribute to our firm’s knowledge, practices, tools, and resources .
• Participate in Fio staff meetings, staff and network convenings, and learning opportunities.
  

Requirements

• 5-7 years of relevant experience in the social sector (nonprofit, philanthropic, and/or government).
  
• Previous experience with consulting and/or project management.
  
• Excellent organizational, problem solving, critical thinking skills.
  
• Strong client service experience and commitment to sleeves -rolled teamwork.
  
• Outstanding communication and writing skills, including the ability to synthesize complex information clearly.
  
• Excellent facilitation and presentation skills, in virtual and in-person environments.
  
• A solid understanding of nonprofit management and organizational development concepts.
  
• Desk research and basic data analysis skills (e.g., use of SurveyMonkey, qualitative data theming).
  
• Ability to work well both as a member of a team and independently.
  
• A dedication to personal and professional development, with intellectual curiosity, creativity, and a strong enthusiasm for managing a variety of engagements.
  
• Commitment to the principles of Diversity, Equity, and Inclusion and to the ongoing personal and professional learning they require.
  
• Comfortable adapting to and learning new technology platforms, such as CoPilot and Zoho, as well as deep familiarity with Microsoft Word, Excel, PowerPoint, Outlook, and SharePoint.
  
• Familiarity and comfort with nonprofit evaluation activities (e.g., the development of logic models) and financial modeling (analyzing the costs and potential profits of taking on new projects or business operations) not required but favorably considered.
  

Physical Demands & Schedule

This is a primarily home-based consulting position that also requires regular in-person participation in client meetings, retreats, training, and other engagements. The consultant must be able to travel independently to client and meeting locations, typically by car. In-person engagements may require transporting and carrying facilitation materials and supplies, as well as setting up and breaking down meeting spaces, including easels, flip charts, and other equipment. Occasional evening or weekend availability may be required based on client needs.

• Compensation: This is a full-time employee position. The salary range is $85,000 -$95,000 annually, commensurate with experience. The title and salary for the position will be determined by the selected person’s qualifications and experience.
  
• Holidays: Fio Partners provides 12 paid holidays (6 fixed days and 6 floating days) and is closed between Christmas Eve and New Year’s Day.
  
• Paid Time Off (PTO): This position offers 120 hours/15 days of PTO.
  
• Health Care: A $6,300 annual reimbursement toward purchasing a health care plan on the state healthcare benefits exchange.
  
• Retirement : An employer-sponsored 401(k) plan after six months of employment, offering an up to 3.5% match
  
• Home Office Benefits: An annual office allowance and reimbursement for up to $50 a month in phone and internet expenses.
  
• Professional Development Funds of up to $500 a year.
  
• Work Environment: This role is primarily remote, with required travel for in-person client engagements, multi-day internal retreats, and firm events. Fio Partners maintains a physical office presence in Centerbrook, CT for those who prefer an in-person office experience. Some overnight stays will be necessary. Candidates living in CT, RI, or Washington, DC are preferred.