2 open positions available
Lead donor cultivation, engagement, and stewardship, coordinate in-person donor events, and manage grants strategy and proposals. | Requires 5+ years in fundraising, donor relations, and grant development, with strong project management and relational skills, and a passion for impact investing and economic justice. | Development & Philanthropic Partnerships Lead Department: Ownership Capital Lab (OCL) Employment Type: Part Time Location: Remote (U.S.) Reporting To: Founder & CEO Compensation: $90,000 - $103,000 / year Description Overview Ownership Capital Lab (the Lab) is seeking a proactive, creative, relational and self-propelled Development & Philanthropic Partnerships Lead to lead donor cultivation, philanthropic partnerships, grants and high-touch engagement initiatives. This role is grounded in our philosophy that fundraising is not transactional or competitive—it is the work of inviting people into shared leadership, building relational commitment and helping donors see themselves as what they are: essential co-creators in a bold movement for economic transformation. The role starts part-time and will be scoped appropriately, with potential to grow into full-time. The ideal candidate understands that people commit not only cognitively but emotionally—and that their most valuable resources include not just money but time, attention, creativity, lived experience, expertise and networks. You are someone who knows how to unlock these resources, helping donors imagine themselves inside a growing community taking shared responsibility for transforming ownership in America. In this role, you will partner on donor strategy and execution (leading in some areas, supporting in others), ensuring disciplined stewardship across the entire pipeline: prospect identification, warm introductions, scheduling key meetings for the Lab’s leadership, drafting persuasive communications, preparing relationally-focused briefing materials, stewarding follow-up, and creating structures that support deepening commitment through engagement and many-to-many leadership. You will also coordinate all grants work, from identifying opportunities to helping to shape strategy, drafting or overseeing drafting of proposals, driving reporting timelines, and aligning funders around a shared narrative and Theory of Change. You will play a central role in three major-donor engagement initiatives: (1) The 2026 EO Capital Roadmap Roadshow: intimate, high-impact gatherings that spark imagination, strengthen relational networks and cultivate commitment; (2) The Leadership Circle: a peer community of philanthropic partners who meet twice yearly to learn, align and steward collective momentum; (3) Donor and investor learning trip(s): immersive experiences that deepen understanding of employee ownership and build momentum for long-term philanthropic and investment engagement. This role is ideal for someone who thrives in relational spaces, excels at creating purposeful structure, brings courage and imagination to donor engagement, is adept at maximizing impact with modest resources and wants to build a movement—not merely raise funds. As the Lab expands fundraising success, this part-time role will evolve into a full-time position. Time allocation snapshot 50%: Donor research, cultivation, engagement and stewardship 25%: In-person donor engagement and event support logistics (e.g. Roadshow, Leadership Circle, potential donor engagement trips and other opportunities) 25%: Grants strategy, drafting (or overseeing drafting) and management Core Responsibilities 1. Donor cultivation, engagement & stewardship (50%) Creative, high-impact engagement opportunities Co-design donor experiences that promote agency, shared responsibility, and many-to-many connection—including Roadshow events, engagement opportunities, small-group gatherings and peer-learning spaces Craft compelling, resourceful approaches for engaging donors on a lean budget Shape narratives and materials that translate complex ideas into compelling calls to action grounded in shared purpose, values and the belief that everyone has meaningful resources to contribute Co-create dynamic, tiered “asks” (time, introductions, creativity, thought partnership, financial investment) to build momentum, strengthen relational ties and deepen commitment Pipeline building & prospecting Bring to life creative engagement strategies that communicate the high leverage opportunity of expanding capital investment to grow EO, urgency and timeliness of this strategy, and the transformative potential of systems change Build and maintain a robust donor pipeline across individuals, family offices, foundations, DAF holders and others Conduct prospecting that prioritizes relational commitment, shared purpose and long-term leadership potential. Donor coordination & communications Develop strategic communications plan (coordinating with overall org comms), rooted in the Lab’s shared narrative—supporting donors in making sense of their choices within a broader community Draft donor-facing communications (emails, outreach, follow-ups, stewardship) in the CEO’s or others’ voices with clarity, courage and relational intent Schedule donor meetings, join as appropriate, prepare agendas and briefing materials that support emotional connection and leadership identity, and ensure disciplined follow-through Maintain CRM tracking that identifies relational depth, leadership possibilities, and next-step invitations to ensure timely, polished follow-through for every relationship 2. In-person donor engagement (25%) Event-based donor engagement Co-design intimate donor gatherings in each Roadmap Roadshow location (e.g. dinners, receptions, local tours), developing creative ways to connect donors into the Roadmap’s narrative and momentum Develop and manage planning for donor & investor learning trip(s), utilizing the trip planning as a donor engagement engine — cultivating imagination, commitment and collective purpose. Coordinate logistics, RSVPs, materials, run-of-show and follow-ups on a lean budget with relational excellence and follow-through. Leadership Circle and other strategic engagement Support development of overall Leadership Circle as a community of shared engagement and momentum Plan gatherings that nurture relational power, strengthen many-to-many networks and invite members into leadership roles Ensure impeccable logistics, hospitality, facilitation and follow-up Meeting strategy Map priority contacts in each city, segmenting 1:1s into introductory, relational stewardship and leadership invitation conversations Set up meetings for Lab leadership and prepare research-backed donor briefings that highlight motivations, values, leadership potential and relational opportunities Manage follow-up that builds momentum and supports timely meaningful asks 3. Grants strategy, development & management (25%) Monitor grant calendars, identify opportunities, and provide ample lead time for cultivation and strategy development Develop proposal strategy and manage feedback cycles Draft or oversee drafting of high-quality grant narratives, budgets and attachments Coordinate reporting timelines and prepare submissions Maintain an accurate, adaptive grants tracker Qualifications Required 5+ years experience in fundraising, donor relations, philanthropic partnerships and grant development Experience with donor meetings, events, and high-touch relational cultivation Comfort engaging donors at all levels Demonstrated ability to move donors from interest to commitment using relational approaches Exceptional written communication skills; able to write persuasively, including in the voice(s) of Lab leadership Entrepreneurial, resourceful, creative and adept at creating high-impact engagement with modest resources Strong project management and deadline discipline with clear-structure-building skills Experience managing grants calendars and developing proposals and/or overseeing grantwriter(s) Passion for impact investing, systems change and economic justice Preferred Experience in philanthropy, working in or partnering with family offices and/or individual donors Familiarity with CRM platforms and workflow tools Familiarity with employee ownership or adjacent work. Who you are Energized by authentic relationship-building, and inspiring and inviting donors to increase their commitment through engagement Skilled at helping donors imagine themselves inside a movement and understand their participation as meaningful and necessary Thrive in entrepreneurial settings; love being a structure creator and holder who makes fast-paced environments hum Highly organized and detail-oriented; ability to set clear priorities and manage up and across, given there is always more to do than bandwidth allows Comfortable making meaningful, timely asks — for time, attention, introductions, creativity and financial commitments Motivated by a belief in shared purpose, relational power, and the transformative potential of systems change Passionate about shared ownership and economic equity Compensation & logistics Part-time salaried role with generous benefits. Salary and benefits are prorated to a 25 hours/week role at full time rate of $90-$103K, with opportunity to grow into full-time as fundraising success expands. If preferred, could structure as a flat rate monthly contractor role. Remote within the U.S. Some travel required for Roadshow events, donor gatherings, and learning & engagement trip(s). The team is fully remote. This job will be remote, with travel, as needed, for in-person events and gatherings. We are ideally looking for somebody who can work regular business hours in the Pacific or Mountain time zone with ability to sometimes flex the schedule earlier to accommodate Eastern or Central time zones as needed. TO APPLY: Application website: To learn more and to apply please click "apply now". Application materials: We ask you to submit a cover letter, resume, and short writing sample (no more than 5 pages). In your cover letter, please explain what motivates you to work with Ownership Capital Lab, and how your experience, skills and commitment will advance our work to build the Ownership Economy and Ownership Investing. Through the application website, you will also be asked to answer a few short questions. Application Timeline: Application is rolling, with priority given to applicants who submit by the end of day, Thursday, February 5. Ideal start date: April 2026. The Ownership Capital Lab is a fiscally sponsored initiative of The ImPact. The ImPact is an Equal Opportunity Employer. The ImPact is committed to the principles of equal employment opportunity and to compliance with all federal, state, and local laws concerning employment discrimination, including the Americans with Disabilities Act. To this end, The ImPact ensures equal opportunity to all employees and applicants regardless of race, color, age, gender, sexual orientation, religion, marital status, national origin or ancestry, citizenship, lawful alien status, physical, mental, and medical disability, veteran status or liability for service in the United States Armed Forces.
Leading innovation initiatives, managing product development pipelines, and engaging with investors and partners to validate and launch new financial products. | Extensive experience in investing, private equity, or financial services, with strong skills in financial modeling, market analysis, and stakeholder engagement. | Sr. Manager, Innovation Lab Department: Ownership Capital Lab (OCL) Employment Type: Full Time Location: Remote (U.S.) Reporting To: Founder & CEO Compensation: $90,000 - $105,000 / year Description Overview Ownership Capital Lab is seeking a Sr. Manager, Innovation Lab to lead core investment and product development work across a small portfolio of EO financing vehicles that the Innovation Lab is actively moving from concept to validation, pilot and launch. This role sits at the intersection of investing, product design and market-building, with a strong orientation toward mainstream capital markets. The Sr. Manager will drive strategy and execution across the Innovation Lab’s stage-gated process—Assess, Validate, Prototype, Pilot, Launch—anchored in the real-world needs of employee ownership (EO) funds and EO companies. The product development process is centered on identifying and addressing critical barriers to accessing financing, expanding the availability and flexibility of EO capital, and unlocking capital flows that do not reach EO today. The role carries particular responsibility for field-facing needs gathering, investor-facing diligence, financial modeling, fund structuring insights, and partnership development, and requires comfort operating across market-rate private credit, catalytic capital and philanthropic capital—translating between EO field realities and investor expectations. Reporting to the Founder & CEO, the Sr. Manager, Innovation Lab oversees day-to-day advancement of Innovation Lab initiatives, coordinates closely with external partners (fund managers, investors, intermediaries and implementation partners), and ensures that concepts progress with rigor, discipline and market credibility. This is an ideal role for someone who brings investing experience (private equity, private credit, or similar), has keen end user and market sensibilities and is excited to apply those skills in a highly entrepreneurial environment, and is motivated by the opportunity to help build EO into a mainstream, scalable investing arena. Time allocation snapshot 20%: Portfolio execution & Innovation Lab leadership Driving Innovation Lab initiatives through stage gates; coordinating pilots; supporting fundraising materials; managing timelines, partners and internal decision points 50%: Market validation & partnership engagement Field and investor outreach, diligence conversations, partnership and investor assessment and engagement, and synthesis of investor feedback to inform product design 30%: Financial modeling & product design, pilot & launch Fund or solution financial modeling, capital stack design, scenario analysis and development of investment materials Core Responsibilities 1. Lead investment product development across the Innovation Lab Summary: Advance EO investment concepts from early-stage ideas to market-ready products through a disciplined innovation process, while managing a portfolio of concurrent initiatives with rigor and accountability. Lead the innovation pipeline through the Assess, Validate, Prototype, Pilot, Launch pipeline, ensuring clear stage gates, accountability and go/no-go decisions Manage the Innovation Lab portfolio, overseeing timelines, workplans, deliverables, contractor and other external resources, and cross-project execution Design and pilot investable products, translating EO transaction and fund-level realities into investor-aligned structures Coordinate internal, advisor, and external partner inputs to scope pilots, oversee execution and synthesize learnings Surface risks, tradeoffs and recommendations through clear leadership briefings, decision memos, and investor- and funder-facing materials 2. Market validation and investor & partner engagement Summary: Serve as a market and investor-facing representative of the Innovation Lab, leading market validation and partnership assessment to ensure products are grounded in real investor demand and field realities. Lead field and investor outreach, including structured diligence conversations with investors, fund managers, intermediaries, and advisors to test appetite and refine product designs Synthesize investor and partner feedback to directly inform product-market fit, fund structuring and capital stack design Assess, structure, and support strategic partnerships, from early exploration through pilot and launch Generate actionable insights that shape fund design, operating models and go-to-market strategies 3. Financial modeling & fund structuring Summary: Build and refine financial models that underpin EO investment products or solutions, informing capital stack design, scenario analysis and investor-facing materials. Develop fund-level and transaction-level models Design and analyze capital stacks, including scenario analysis across risk, return, leverage and catalytic capital dynamics Use modeling outputs to inform product design decisions, pricing and structuring tradeoffs Support development of investment memos, pitch decks, and fundraising materials (both philanthropic and investment capital) tied to Innovation Lab products Examples of projects on deck (2026) The Sr. Manager, Innovation Lab will help advance a focused portfolio of high-priority initiatives, including the following, in some cases with support from outside resources: Field-wide senior debt solution (pilot): Support validation, pilot execution, and investor engagement for a senior debt product to expand EO financing access, likely in partnership with Calvert Impact. Personal guarantee gap solutions (prototypes): Develop and test financing approaches that reduce or replace personal guarantees for EO companies unable to access traditional ESOP bank loans. DAF activation strategy: Segment and prioritize DAF holders (over $326B in assets), map leverage points in the DAF ecosystem, and design targeted messaging and activation pathways for DAF corpus investing. EO financial data benchmarking (scoping): Complete scoping and advance a shared financial data benchmarking solution to support EO funds and investors. Qualifications Required This role may be a strong fit if you come from private equity, private credit, or a similar investing background or financial services product development, and are interested in applying those skills to employee ownership and market-building. 5+ years of experience in investing, private equity, private credit, structured finance or related fields, or financial services product development / management Ability to understand market dynamics and user needs—and translate those insights into well-scoped, investable products and solutions Ability to evaluate investment opportunities, build and interpret financial models and assess risk-return tradeoffs Strong written and verbal communication skills, with comfort engaging investors, fund managers and senior partners Experience translating complex financial concepts into clear insights and recommendations Ability to manage multiple priorities and deadlines with consistency and judgment Preferred Experience in impact investing, philanthropy, community development or economic justice Familiarity with employee ownership, small business finance or business transitions How you work You are goal-oriented and able to stay focused on and successfully drive towards near-, medium- and long-term milestones You are deeply interested in how to creatively apply finance and investing to help employee ownership to scale You understand fund structures and capital stacks; experience with LBOs, private debt, or loan funds is a plus You are an innovative thinker, always looking for creative approaches to potential roadblocks that others may not consider You bring strong people skills and can build trust across diverse stakeholders You’re excited to work with a small, very agile, remote, fast-moving and sophisticated team Areas where you shine You work independently yet know when to connect about key details and for input, guidance, direction and feedback You aren’t shy about tracking down information, finding people to answer your questions and reaching out to others for their advice and input You sweat the small stuff, and never let a detail fall through the cracks You’re hungry to learn: You want to dive in deep and really learn and understand employee ownership and employee ownership investing. No prior employee ownership background is required. You make things happen. When you say it’s taken care of, it is not only done, but done well. The team is fully remote. This job will be remote, with travel, as needed, for in-person events and gatherings. We are ideally looking for somebody who can work regular business hours in the Pacific or Mountain time zone with ability to sometimes flex the schedule earlier to accommodate Eastern or Central time zones as needed. TO APPLY: Application website: To learn more and to apply please select "apply now". Application materials: We ask you to submit a cover letter, resume, and short writing sample (no more than 5 pages). In your cover letter, please explain what motivates you to work with Ownership Capital Lab, and how your experience, skills and commitment will advance our work to build the Ownership Economy and Ownership Investing. Through the application website, you will also be asked to answer a few short questions. Application Timeline: Application is rolling, with priority given to applicants who submit by the end of day, Thursday, February 5th, at which point the application may be closed. Ideal start date: April 1, 2026.
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