Associate, Client Coordination - Grants Management

Location: San Francisco, California, United States; onsite work in the San Francisco office is expected under the hybrid working policy.

Salary: $110,000–$125,000 per year, plus benefits.

Company

Global investment firm managing more than $100 billion in assets and supporting investment portfolios, entrepreneurs, clients’ lives and legacies, and philanthropic activity.

What you will do

• Manage daily operations for a high-volume grants program, including trackers, statuses, program records, procedures, and workflows.
• Prepare and coordinate execution of grant agreements, scholarship awards, contracts, and related legal documents.
• Work directly with grantees, external advisors, service providers, and client team members throughout the review and execution process.
• Maintain organized electronic files, executed documents, correspondence, and comprehensive grant records.
• Provide administrative support for complex philanthropic client relationships and assist with additional client projects and internal processes.
• Answer process questions and train junior staff and grantees.

Requirements

• Bachelor’s degree and 6+ years of relevant industry experience.
• Strong organizational skills, rigorous attention to detail, and the ability to manage high volumes of documentation accurately.
• Experience independently leading and updating procedures across complex workflows.
• Excellent interpersonal and communication skills, including the ability to explain processes clearly and train colleagues and grantees.
• Ability to collaborate with employees across multiple offices and support client expectations.

Nice to have

• Experience processing grants and working directly with grantees.
• Knowledge of philanthropic entities such as foundations and donor-advised funds.
• Experience in a family office, wealth management, or nonprofit environment.
• Familiarity with AI tools and technologies.

Culture & Benefits

• Medical, dental, and vision insurance starting on the first day of employment.
• Life and disability insurance, mental health benefits, fertility benefits, and backup childcare.
• Matching 401(k) program and commuter benefits.
• Wellness and hybrid-work stipends.
• Support for professional certifications, tuition reimbursement, and coursework supplies.
• Smart-casual dress code.

Hiring process

• Application materials may be prepared with AI, but must accurately reflect the candidate’s own experience, judgment, and voice.
• Candidates should be prepared to discuss their experience and contributions in depth during interviews.