Member Relations Director (CP)

Confluence Philanthropy advances values-aligned investing. Our mission is to transform the practice of investing by aligning capital with our community’s values of sustainability, equity, and justice. We support and catalyze a community of private, public and community foundations, families, individual donors, and their investment managers representing more than $70 billion in philanthropic assets under management, and over $3 trillion in managed capital. Confluence is an international organization, with the majority of members based in the U.S., with others in Europe, Canada, and Latin America.

Are you an ambitious, high performing mid-career professional looking to help transform the economy? 

Confluence Philanthropy’s Member Relations Director is a key leadership position with significant management, planning, and communications responsibility. We are recruiting a dynamic, charismatic, and detail-oriented ‘servant-leader’ motivated by the idea of growing a cutting-edge organization. Our next era of growth will rely upon this engaging individual to cultivate relationships and partnerships, organize groundbreaking events, and oversee investor initiatives. The Member Relations Director will work directly with the CEO and Management Team to strategize program development across multiple issue areas. We are looking for a motivated professional who will take charge of this position, making a minimum three-year commitment to the organization. Women and people of color strongly encouraged to apply.

Reports to: CEO and Managing Director

Compensation: Full-time $90,000 - $100,000 salaried, plus highly competitive benefits

Staff Reports: 2 direct

Location: Downtown Oakland, California or New York City. Domestic travel will be a required component of this job.  The location is non-negotiable beyond the Bay Area and metro New York regions



Member Engagement and Volunteer Management (25% time via in person, phone and video calls): Confluence prides itself on being a vibrant, closely knit community. Develop authentic relationships with members and partners in order to deepen the quality of our programming and to enrich the membership experience. Expect 6-domestic trips per year. Ability to build trust and easy rapport with a diverse group of actors required. Ability to engage deeply in discussions about investing and/ or philanthropy is required.

Program Management and Development (25% time): Provide direction and oversight to the program team in the development and management of membership programs, including investor initiatives and special projects. Foster team collaboration and track member engagement. Maintain organized CMS. Support program reporting and grant writing. Experienced management, planning and strong program development skills required, community organizing skills a plus.

Special Projects and Initiatives (25% time): Oversee consultants and team members in organizing special projects and initiatives around gender lens investing, racial equity; shareholder engagement; and other issues of interest to the membership. Manage steering committees and organize retreats and member engagement activities. Build energy and momentum for cutting edge industry efforts. “Servant leadership” and strong social intelligence required. Experience supporting groups of philanthropists or investors a plus. 

Annual Conference Leader (20% time annually): Play a significant role in curating content for the annual conferences in collaboration with membership, program staff and CEO. See: Prior conference organizing and volunteer management experience required. 

Evaluation and Research (5% time): Guide the annual review and assessment of membership programs by overseeing the collection of membership data and program metrics. Work with the communications team to vision the monthly collection of information for blogs, e-news, and other communications materials. Prior experience in publication content editing and production required.

Other duties as assigned


  • Graduate degree in non-profit management, communications, related field or graduate experience equivalent required, MBA preferred
  • Strong written and oral communication skills required
  • Detail-oriented work style required
  • Social and emotional intelligence, and the ability to perform under pressure with ‘high power’ executives with grace, poise, and humor
  • Demonstrated professional experience around diversity, equity, and inclusion strategies
  • Event planning experience required
  • Fundraising experience required
  • Extensive computer skills including word, excel, powerpoint required
  • A high level of discretion for both professional and personal affairs
  • Strong interest in environmental and social investing, and the path to a new economy
  • Ability to work independently but in a small office environment required


To Apply

Send application to: Dana Lanza, CEO, [email protected]

Submit: 1) resume, 2) cover letter, 3) three professional references

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