Geller & Company

Senior Manager, Philanthropies Special Projects

Geller & Company$190K — $220K *
Education, Government & Non-Profit
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor’s degree required; preferred fields include Finance, Accounting, Economics, or Public Policy.
  • 8–10+ years of advanced experience in philanthropy, nonprofit operations, finance, or strategy.
  • Proven track record of leading complex, cross-functional projects.
  • Strong background in strategic analysis and operational assessment.
  • Experience with philanthropic organizations or foundations is highly preferred.

Responsibilities

  • Lead end-to-end execution of philanthropic special projects, ensuring clear problem definition and delivery.
  • Manage project aspects including strategic planning and financial modeling to inform decisions.
  • Transform ambiguous initiatives into structured work plans with timelines and milestones.
  • Develop and oversee financial models and projections to support organizational strategies.
  • Conduct thorough analysis and due diligence on philanthropic strategies and grantmaking operations.
  • Provide insights and recommendations to senior leadership for high-profile client initiatives.
  • Identify and implement process improvements to enhance project delivery and execution standards.

Benefits

  • Medical, dental, and vision insurance coverage offered.
  • Comprehensive financial benefits included in the package.
  • Opportunities for annual bonus consideration may be available.
Full Job Description

Key Responsibilities

Special Projects Leadership

·       Lead end‑to‑end execution of complex philanthropic special projects, from problem definition through analysis, execution, and delivery.

·       Manage projects involving strategic planning, operational assessments, financial modeling, and program evaluation.

·       Structure ambiguous or evolving initiatives into clear workplans, timelines, and deliverables.

Strategic & Financial Analysis

·       Build and oversee sophisticated financial models, projections, and scenarios to support decision‑making.

·       Conduct in‑depth analysis, research, and due diligence related to philanthropic strategies, grantmaking structures, and operating models.

·       Translate complex analysis into clear, decision‑ready materials for senior stakeholders.

Client & Stakeholder Support

·       Serve as a key contributor to high‑profile client initiatives, supporting senior leadership with insights and recommendations.

·       Partner with internal teams across Philanthropies, Finance, Accounting, and Operations to execute cross‑functional projects.

·       Support initiatives such as partner or grantee evaluations, infrastructure assessments, and capacity‑building efforts.

Process Improvement & Execution Excellence

·       Identify opportunities to improve how special projects are scoped, executed, and delivered.

·       Develop repeatable frameworks, templates, and best practices to support future special projects.

·       Ensure high standards of quality, accuracy, and timeliness across all deliverables.

Qualifications

Education

·       Bachelor’s degree required; degree in Finance, Accounting, Economics, Public Policy, or a related field preferred.

Experience

·       8–10+ years of progressive experience in philanthropy, nonprofit operations, finance, strategy, or management consulting.

·       Demonstrated experience leading complex, cross‑functional projects and delivering strategic analysis.

·       Exposure to philanthropic organizations, foundations, or nonprofit advisory work strongly preferred.

The base salary range for this position is:

$190,000 - $220,000

Base pay offered may vary depending on job-related knowledge, skills, and experience. The total compensation package includes medical, dental, vision, financial, and other benefits as well as the potential for an annual bonus consideration.

About Geller & Company

Geller & Company is a financial services firm that provides investment management, family office, and wealth advisory services to high net worth individuals and families. The company was founded in 1984 and has since grown to become one of the largest independent wealth management firms in the United States. Geller & Company is known for its personalized approach to wealth management and its ability to deliver customized solutions that meet the unique needs of each client. The company has offices in New York, San Francisco, and London.
Learn more about Geller & Company
Size
500 employees
Industry
Net Income
$5 million
Founded
1984
5 Year Trend
+10%
Revenue
$1 billion

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