Primary Responsibilities 

The responsibilities of this position include, but are not limited to, the following: 

Strategic Leadership & Execution  

• Partner with the Founder, Executive Chair on high-priority projects that explore new ways to unlock, aggregate, and deploy philanthropic capital — conducting research, framing ideas, drafting strategies, and coordinating work across collaborators and funders.

• Translate early-stage concepts into actionable frameworks, proposals, and roadmaps that move initiatives from vision to execution.  

• Lead or coordinate cross-functional workstreams, ensuring alignment, accountability, and timely follow-through.  

• Prepare materials for key conversations — from concise briefing notes to strategy memos and board-level presentations.  

• Bring curiosity and fluency around technology and AI — helping explore how new tools, data, and platforms can strengthen philanthropic collaboration and capital flow.  

• Operate with high independence and sound judgment, anticipating needs and identifying opportunities to advance the work.  

Operational and Organizational Support  

• Serve as a central organizing force for a fast-moving and evolving portfolio of projects — managing priorities, tracking decisions, and ensuring momentum.  

• Handle confidential and sensitive information with the utmost discretion and integrity.  

• Build lightweight systems that bring order to complexity and ensure smooth coordination across multiple projects and relationships. 

• Move fluidly between strategic and tactical tasks — from advising on content to managing key meetings and follow-up.  

Relationship Management  

• Serve as a thoughtful and professional liaison to internal and external partners, including philanthropists, board members, and senior leaders.  

• Interact effectively with high-net-worth individuals and other influential stakeholders, exercising exceptional discretion, warmth, and professionalism.  

Qualifications  

Required 

• Aligned with Blue Meridian's mission and core values. 

• At least 15 years of professional experience in strategy, philanthropy, consulting, operations, or a related field and a bachelor's degree or equivalent experience. 

• Proven ability to translate high-level vision into actionable strategies and executable plans. 

• Experience managing complex, multi-stakeholder projects with minimal supervision. 

• Strong strategic thinking combined with exceptional execution skills and attention to detail. 

• Highly organized with ability to manage multiple priorities and bring structure to ambiguous or evolving work. 

• Outstanding written and verbal communication skills, with ability to synthesize complex information and adapt tone for varied audiences. 

• Demonstrated ability to handle confidential and sensitive information with sound judgment and discretion. 

• Comfort and ease interacting with senior leaders, board members, and high-net-worth individuals. 

• Demonstrated ability to effectively use AI tools and technologies to enhance productivity and work quality. This includes experience with AI tools for tasks such as research, content generation, data analysis, problem-solving, or workflow automation.

• Demonstrated understanding of AI capabilities and limitations, including the ability to critically evaluate AI-generated outputs, apply appropriate judgment when using AI assistance, and integrate AI tools effectively within their work processes. 

• Low ego, high emotional intelligence, with humility and professionalism in all interactions.

• Strong interpersonal skills with a professional and genial demeanor, and the ability to work with people with different backgrounds and experiences. 

• Working knowledge of Microsoft Outlook, Word, Excel and PowerPoint, and the ability to learn new software quickly. 

• Willing to travel as needed. 

Preferred  

• Background in innovation, philanthropy, capital markets, impact investing, or social sector strategy desirable. 

• Experience working in start-up or entrepreneurial environments preferred. 

• Advanced degree (MBA, MPA, JD, or related field) desirable. 

At Blue Meridian, we value building a diverse, inclusive workplace. Even if your experience does not fully align with our preferred qualifications, we still encourage you to apply.  

Hiring Salary   

Blue Meridian Partners aims to provide a comprehensive and competitive total compensation package.  

The hiring salary for this position is $317,000. In addition to the base salary, each member of Blue Meridian is eligible to receive a performance-based variable incentive bonus.  

Blue Meridian also provides generous benefits, including:  

• Employer contributions to a retirement savings plan  

• Medical, dental and vision coverage with minimal employee contribution  

• Life and disability insurance  

• Paid time off including vacation/personal days, paid holidays, half-day summer Fridays, and week-long office closures in the summer and winter  

• Internal and external professional development opportunities  

• Home Office set-up allowance  

• Tuition reimbursement  

• Hybrid work arrangement