Social Impact Officer (WPPG)

Walton Personal Philanthropy Group; Denver (CO); On-site; USD 120,000 - 160,000; Full time

Job summary

The Social Impact Officer at Walton Personal Philanthropy Group will work with the Principals and their teams to support their personal social impact goals and strategic philanthropy across targeted geographies using a range of social impact tools. This position will report to the WPPG Deputy Director of Philanthropy Services and will be located in Denver, Colorado.

You will provide social impact and philanthropy-related services for the Principals and their Initiative Directors, including

Qualifications

• 7+ years of work experience that includes direct work with social entrepreneurs and / or non-profit executives.
• Ability to analyze and synthesize quantitative and qualitative data.
• Excellent written and oral communication skills.
• Adaptive mindset and flexible disposition.
• Creative problem-solver with natural intellectual curiosity.
• Willingness to learn and dive into new context areas and social change vehicles.
• Strong time management and organizational skills including experience managing multiple project flows.
• Experience acting as a trusted advisor to clients, colleagues and consultants.
• Knowledge of financial and accounting principles (e.g., experience navigating financial statements, an organization’s budget).
• Experience developing grant proposals, managing grants and grantees, and evaluating impact.

Responsibilities

• For targeted issue areas identified by the Principals and their Initiative Directors, research the outstanding need in focus geographies, refine and execute strategies and develop goals for impact. Identify optimal partners for support.
• Develop and execute grants and pay for performance contracts: conduct due diligence on organizations, their leadership and capacity to carry out programs; define grant terms and expectations; obtain agreement on reasonable outputs and outcomes including how they will be measured and reported; review budgets for appropriate expenditures; conduct site visits; monitor ongoing operations, review financial and narrative reports and ensure timely payments.
• Identify and track metrics to measure and monitor the impact of portfolio grants and investments—both at the individual partner and initiative-level. Create mechanisms for mid-course corrections as needed
• Collaborate with departments across Walton Enterprises to provide coordinated support to the Initiative Directors; coordinate with other professionals in HR, Legal, etc. to work through issues and arrive at solutions.
• Serve as an expert resource for the Initiative Directors on grantmaking best practices, foundation administration and other philanthropy topics.
• Ensure a positive experience for the Initiative Directors through superior client service; be proactive in anticipating needs, effectively communicate progress, and provide accurate, timely resolution of issues when they arise.
• Effectively manage workflow and processes through clear communication that is simple, effective and customized.
• Manage other projects and assignments as requested.

Skills

Strategic thinking

Client service

Project management

Analytical skills

Communication skills

Adaptability

Problem solving

Confidentiality

Grantmaking experience

Advisory skills

Tools

Microsoft Word

PowerPoint

Excel

Job description

The Social Impact Officer is responsible for working with several Walton family members (the Principals) and their teams to support and execute their personal social impact goals and strategic philanthropy in targeted issue areas and geographies using a range of social impact tools.

This position will report to the WPPG Deputy Director of Philanthropy Services and will be located in Denver, Colorado.

What you will do

You will provide social impact and philanthropy-related services for the Principals and their Initiative Directors, including program and grant management, partner relationship management, grant administration, and impact evaluation.

Responsibilities

• For targeted issue areas identified by the Principals and their Initiative Directors, research the outstanding need in focus geographies, refine and execute strategies and develop goals for impact. Identify optimal partners for support.
• Develop and execute grants and pay for performance contracts: conduct due diligence on organizations, their leadership and capacity to carry out programs; define grant terms and expectations; obtain agreement on reasonable outputs and outcomes including how they will be measured and reported; review budgets for appropriate expenditures; conduct site visits; monitor ongoing operations, review financial and narrative reports and ensure timely payments.
• Identify and track metrics to measure and monitor the impact of portfolio grants and investments—both at the individual partner and initiative-level. Create mechanisms for mid-course corrections as needed
• Collaborate with departments across Walton Enterprises to provide coordinated support to the Initiative Directors; coordinate with other professionals in HR, Legal, etc. to work through issues and arrive at solutions.
• Serve as an expert resource for the Initiative Directors on grantmaking best practices, foundation administration and other philanthropy topics.
• Ensure a positive experience for the Initiative Directors through superior client service; be proactive in anticipating needs, effectively communicate progress, and provide accurate, timely resolution of issues when they arise.
• Effectively manage workflow and processes through clear communication that is simple, effective and customized.
• Manage other projects and assignments as requested.

Who we are looking for

You are a strategic self-starter who can tackle complex issues, identify potential philanthropic solutions, and work with others to implement plans, all in service to the Principals and their goals for social impact. You have superior client service skills and instincts and can serve as an expert advisor and representative for the Principals and their Initiative Directors in their social impact efforts.

As a generalist Social Impact Officer, this position calls on a breadth of knowledge rather than depth in one content area. Most important is an understanding of effective social impact strategies that can be applied across any program area. However, knowledge of and experience in education/workforce development and nutrition and wellness is a plus.

Qualifications required for your success

• 7+ years of work experience that includes direct work with social entrepreneurs and / or non-profit executives
• Ability to analyze and synthesize quantitative and qualitative data
• Excellent written and oral communication skills
• Adaptive mindset and flexible disposition
• Creative problem-solver with natural intellectual curiosity
• Willingness to learn and dive into new context areas and social change vehicles
• Strong time management and organizational skills including experience managing multiple project flows
• Experience acting as a trusted advisor to clients, colleagues and consultants
• Knowledge of financial and accounting principles (e.g., experience navigating financial statements, an organization’s budget)
• Experience developing grant proposals, managing grants and grantees, and evaluating impact

Additional Helpful Experience Includes

• Experience in a consulting and/or investment firm
• Grantmaking and/or foundation management
• Contract management
• Entrepreneurial or Intrapreneurial experience, taking and managing associated risks
• Knowledge of, or demonstrated interest in, the areas of education/workforce development and youth nutrition and wellness

Personal attributes that support your success

• Strong orientation for client service; ability to assess and meet the Principals’ goals and preferences. A passion to serve in a way that demonstrates respect and care for family and staff and exceeds expectations.
• Intellectual agility and the ability to analyze, think critically, develop strategic approaches, and understand varied areas of interest. Able to effectively synthesize information and glean key points from research as well as interactions with the Principals, their Initiative Directors, and others.
• Comfortable working autonomously but also with a broader team serving the Principals. Able to be flexible and adaptable, comfortable with uncertainty.
• Ability to serve as a trusted advisor to Principals, colleagues and grantees and exhibit humility, integrity and exercise sound judgement and confidentiality.
• Strong communication skills, in person, via phone, and through written communication. Very skilled with Word, PowerPoint and Excel.
• Relentless in the pursuit of excellence and continuous improvement. You have a proven background of enhancing processes, systems and platforms to increase success and operational efficiency. You give and receive feedback graciously, all with the aim of improving the experience and success of the Principals.

About the Walton Personal Philanthropy Group

The Walton Personal Philanthropy Group (WPPG) provides services to the family of Sam and Helen Walton to support their individual philanthropic activities. These services for the family and their related entities include program and grant management, strategy consulting and grant administration. WPPG is a part of Walton Enterprises, the family office of the Walton family.

About Walton Enterprises

Walton Enterprises (WEI) is a family office serving the personal and financial needs of multiple generations of the Walton family. Guided by Sam Walton’s values, WEI’s mission is to enable all family members to reach their personal, philanthropic, and business aspirations.

As the family’s wealth grows and a new generation takes on more meaningful roles, WEI is expanding the scope, depth and sophistication of its services, which include wealth management, legal, accounting, tax, risk management/insurance, technology, HR, construction, facilities management, as well as oversight of external resources and services for family members and their related entities. This is an exciting time to be part of this world class team.

Walton Enterprises is an equal opportunity employer and is committed to building and maintaining a culturally diverse workplace. We encourage women, minorities, individuals with disabilities and veterans to apply. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, age, status of protected veteran, among other things or status as a qualified individual with a disability.