Sr. Director of Investor Experience
Unite America, United States
Job Description
Unite America seeks a full-time Sr. Director of Investor Experience. Reporting to the Head of Investor Relations, this position will play a critical role in the growth and success of Unite America’s network of investors.
As the Sr. Director of Investor Experience, together with your team of two direct reports, your ability to create a compelling narrative will be instrumental in fostering a culture of community for prospective and existing investors.You will lead efforts to create new initiatives and enhance existing deliverables to promote investor retention, inform investors about the impact of their philanthropy, and inspire further giving.
This individual and their team will be responsible for defining the messaging and expression of Unite America's value proposition to the philanthropic investor community, including transmission of that message through marketing materials amp; assets, mass communications, events, and enablement of our frontline fundraisers.
The ideal candidate will have a demonstrated track record in donor stewardship, engagement, and marketing, and will be a data-driven and results-driven decision maker, a team player, and an innovative thinker at every level of strategy development. Demonstrated management experience is important, underpinned by a "playercoach" mentality and an ability to lead through execution.
Unite America believes that there is strength in diversity and strongly encourages candidates from diverse backgrounds and from across the political and ideological spectrum to apply.
The position will ideally be based at Unite America’s headquarters in Denver, CO, although exceptional remote candidates will be considered; Unite America offers a stipend for new hires willing to relocate. Remote employees may be expected to travel 12 times per quarter for investor engagements, team meetings, and retreats.
Requirements
RESPONSIBILITIES
Fundraising Strategy amp; Enablement and Donor Stewardship
- In partnership with frontline fundraisers and the Sr. Director of Investor Strategy amp; Analytics, define the prospect's journey and design the series of interactions, questions, and supporting materials we present along that journey all with a mind to turning prospects into active investors.
- In partnership with frontline fundraisers, support the stewardship of existing investors, working to develop and execute programs that foster community and drive meaningful, long-term relationships likely to lead to upgrade and renewal of their support.
- Serve as the Investor Relations team’s center of excellence for all knowledge of Programs work, acting as main point of contact with the Programs team to equip fundraisers with relevant materials amp; talking points to support fundraising meetings and follow-up.
- Train new fundraisers or consultants on effective messaging strategies in their pitches, leveraging content from the Programs team and capturing ongoing lessons learned
Investor Marketing amp; Communications
- Define, craft, and refine Unite America’s value proposition to prospects and investors; create narratives for regular communications with these key audiences.
- Drive end-to-end creation of all marketing materials, collateral, and other fundraising assets, including content strategy and design management.
- Own and execute strategy for Unite America's prospect amp; investor email distribution list, including end-to-end responsibility for recurring mass communications to our community.
- Serve as key partner with the Communications team to ensure consistency in our messaging across touchpoints, channels, and contexts.
- Note: This role currently has one direct report in this domain to support investor marketing amp; communications work.
Events Management
- Lead end-to-end strategy and execution of investor and prospect events across all channels and touchpoints.
- Design and execute virtual events amp; webinars to update investors on portfolio investments, report out on ROI, and communicate Unite America’s value proposition.
- Plan and execute in-person salon convenings, collaborating with investor hosts and partner organizations to engage new prospects and support UA's fundraising activities
- Serve as key strategic owner of biannual Invest in Democracy Summit, engaging 200+ investors, prospects, academics, elected officials, and movement leaders.
- Note: This role currently has one direct report in this domain to support events work.
Other Responsibilities
- Serve as Investor Relations stakeholder for Unite America's centralized design production process.
- Serve as people manager to two staff members on the Investor Relations team, responsible for their performance and growth at the organization. <