Strategic Services Operations Associate

Aperio Philanthropy LLC; New York (NY); Remote; USD 55,000 - 65,000; Full time

Benefits offered by this job

PTO starting at 4 weeks/year

Medical, dental, vision insurance

401K with 3% contribution

Job summary

Aperio Philanthropy LLC is seeking an Associate, Strategic Services to support a portfolio of clients and streamline the organization’s core products, resources, and standards. This role integrates the Strategic Services team into Client Services workflows to ensure high-quality deliverables and exceptional client experiences.

The Associate brings a proactive, solutions-oriented mindset, exceptional organizational skills, and a collaborative approach to enhancing operational efficiency and

Qualifications

• 3+ years of work experience in project management.
• Excel proficiency and advanced analytics capabilities.
• Operationally minded, exceptional detail orientation, and consistent follow-through.
• Strong relationship management, interpersonal, collaboration, and communication (written and oral) skills.
• Ability to work well with all levels of staff, clients, management, vendors, etc.
• Ability to ‘manage up’ and ask the right questions of leadership.
• Adept at designing ‘fool-proof’ systems and processes.
• Proactive in identifying opportunities to streamline operations and improve processes through effective communication and teamwork.
• Demonstrated ability to manage complex projects to successful outcomes.
• Self-starter with ability to complete tasks with minimal direction and supervision.
• Eagerness to learn new knowledge and skills.
• Experience with CRMs preferred.
• Outstanding organizational skills and ability
• Proficient in Microsoft Office PowerPoint, Word, and Outlook
• Ability to travel for assignments, as needed

Responsibilities

• Support Client Services and Strategic Services teams with timely, high-quality deliverables.
• Lead day-to-day project execution by developing agendas, capturing and synthesizing notes, and tracking action steps in Asana.
• Develop and execute actionable project plans, leveraging Aperio Resources to drive efficient delivery.
• Design, implement, and refine systems to support Strategic Services operations and reporting.
• Coordinate activities of diverse internal and external stakeholders to ensure timely progress.
• Provide organizational support to the Senior VP on capacity-building initiatives, such as AI implementations and resource development.
• Provide general operational support to management of client services, including data collection, reporting and analysis.
• Support special projects, including vendor relations and communication drafting.
• Serve as a subject-matter expert on contents of the resource library and develop strategies to address challenges.
• Oversee and manage Asana queues for client deliverables across writing, design, data & analytics, research, and DevOps.

Skills

Project management

Excel

CRM

Organizational skills

Communication

Stakeholder management

Travel readiness

Tools

Asana

CRM

Microsoft Office

PowerPoint

Word

Outlook

Job description

Aperio Philanthropy LLC is seeking an Associate, Strategic Services to support a portfolio of clients and streamline the organization’s core products, resources, and standards. This role integrates the Strategic Services team into Client Services workflows to ensure high-quality deliverables and exceptional client experiences.

The Associate brings a proactive, solutions-oriented mindset, exceptional organizational skills, and a collaborative approach to enhancing operational efficiency and