Who We Are

Financial Beginnings is a national nonprofit that teaches individuals how to play an active role in their financial well-being. Developing this knowledge increases life opportunities such as home ownership, higher education, and secure retirement while contributing to the economic empowerment of individuals, families, and our shared communities.

The mission of Financial Beginnings is to empower youth and adults to take control of their financial futures. FB fulfills this mission by extending programming to more communities via local, on-the-ground teams. These teams, along with their volunteer networks, deliver our financial education programming that is continually tested, revised, and improved to ensure mission alignment and participant impact.

Values

• We Champion Collaboration: Emphasizing the power of teamwork, trust, and partnerships to achieve our mission and create positive impact. Together, we're unstoppable!
• We Embrace Empathy: Demonstrating compassion and care by fostering a supportive, nurturing, and fun environment. You matter to us.
• We Elevate Empowerment: Focusing on uplifting individuals by encouraging personal growth, passion, and success for all. You've got this!
• We Illuminate Integrity: Taking pride in delivering accurate, engaging, and unbiased information, to make informed decisions accessible. Constant improvement is our goal.
• We Embody Inclusion: Centering diversity and equity, ensuring that everyone's voice and experiences are heard, respected, and valued. You, just as you are, belong here.

Equity Statement

We recognize a greater need to serve minoritized and marginalized populations stems from a long-rooted history of systemic oppression, which has excluded these populations from having equitable access to financial knowledge and sound resources.

Role Summary

Reporting to the Senior Director of Corporate & Foundation Partnerships and working closely with the entire Financial Beginnings team, the Corporate Partnerships Manager will oversee a robust portfolio of corporate partners in the financial industry (and other industries) and support building a revenue stream focused on growth and expansion in target markets. A keen focus on relationship cultivation and stewardship, a sharp eye for detail, a creative spirit, and highly organized and effective, the Corporate Partnerships Manager is a key member of the development team, tasked with deepening partnerships and increasing revenue to expand impacts and services into new market regions. Working remotely from the Oregon headquarters office, the Corporate Partnership Manager is preferred to live in California or Washington to best grow and steward our regional partners in these states.

This is an excellent opportunity for someone who is looking to join a values-driven organization poised to grow and expand programming nationally.

Primary Duties and Responsibilities

• Manage a portfolio of corporate partner accounts to meet and exceed fundraising goals, focused on timely communications, relationship stewardship, and annual partner retention/increase.
• Write, submit, track, and report on partnership proposals.
• Manage tracking and documentation systems.
• Manage budget information as relates to curriculum licensing and sponsorship proposals.
• Manage benefits fulfillment calendar and communications.
• Prospect, qualify, and cultivate new partnerships.
• Prepare revenue reports and forecasts as needed.
• Work with teams in regional markets to collaboratively build relationships and cooperative proposals.
• Research, set, and maintain nonprofit partnership-building best practices as it relates to Financial Beginnings' model.
• Work with internal teams to produce relevant materials to assist in fundraising efforts.

Other General Responsibilities

• Update the CRM database (HubSpot) and internal documents platform (BOX) with partner relationship information in a timely manner.
• Communicate and collaborate seamlessly in both face-to-face and digital (online) interactions.
• Get to know fellow staff members, developing trust, establishing credibility, encouraging collaboration, and creating a tone of open, honest, two-way communication.
• Keep up to date on financial and personal finance education trends and share with the team and constituents.
• All other duties, as assigned.

Qualifications & Skills

• Applicant must be resident of Washington or California
• 5+ years of experience in fundraising, sales, or business development, with a proven track record of success in cultivating and closing partnership gifts/deals.
• Demonstrated success managing an accounts portfolio.
• Demonstrated successful experience writing proposals.
• Excellent written communication skills.
• Ability to thrive and adapt to a changing environment.
• Creative problem-solver.
• Self-motivated and willing to work independently.
• Comfortable collaborating online and/or working remotely.
• Proficient computer skills - Microsoft Office, G Suite, Box, CRM databases, etc.

Special Considerations and Preferences

• Experience with HubSpot (or other CRM), preferred.
• A positive and collegial attitude.
• Ability to incorporate project feedback and meet or exceed expectations.
• Ability to identify and pursue relevant projects and tasks.
• Recognition of education's value; passion for working with community and underserved populations.
• Strong support for our equity statement and our theory of change.
• Understanding of personal finance fundamentals preferred, but not required.
• Ability to communicate in Spanish a plus, but not required.
• Candidate must live in either Washington State or California (work remote).

Compensation, Benefits and Work Details

• Salary Range: $70,000 - $80,000
• Schedule: Monday through Friday, 40 hours/week, hours can be flexible around core meeting times. Occasional need for evening and/or weekend meetings or events.
• Status: Full-time, exempt
• Travel: Occasionally if needed to build a funder partnership
• 27 days of PTO. PTO includes all holidays, personal, vacation, and sick time.
• Monthly communication allotment - internet and cell phone
• 6% employer matched 401k, eligible immediately
• 100% paid health, dental, and vision insurance for employee
• Flexible Spending Account for medical and childcare expenses
• Life insurance and long-term disability
• Monthly Aflac allowance

Many Financial Beginnings staff and teams currently work 100% remotely with those staff residing in the Portland, OR metro area working periodically in the Financial Beginnings office. Staff working 100% remotely are asked to visit the organization's home office in Portland, OR at least once a year.

How to Apply

To apply, please visit https://www.financialbeginnings.org/careers/ to complete the screening questions and upload your cover letter and resume.

Review of applications and invitations for interviews will begin January 20, 2025. Employment is dependent upon the results of a background check and E-Verify screening. Financial Beginnings is an Equal Opportunity Employer.