Senior Project Manager, Global Dividend Fund

Job not on LinkedIn

🕒 July 28

🏄 California – Remote

🏄 California – Remote

💵 $150k - $200k / year

⏰ Full Time

🟠 Senior

👷‍♀️ Project Manager

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

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Windfall

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2016

💼 Consulting

📣 Marketing

🏥 Healthcare

Consulting • Marketing • Healthcare

Windfall is a SaaS data platform that enriches, analyzes, and activates people data to help organizations identify high-value prospects and customers. The company provides wealth screening, career intelligence, and predictive AI (propensity modeling and generative AI) to enable marketing, sales, analytics, and fundraising teams to personalize outreach and improve conversion. Windfall integrates with CRMs and media/technology platforms, emphasizes data privacy and security, and serves industries like retail, financial services, education, healthcare, travel, and nonprofit.

📋 Description

• Own the Fund's build plan, sequencing legal, governance, partnership, fundraising and pilot workstreams against external milestones and funder commitments. • Manage external counsel across jurisdictions, including US tax-exempt organization counsel and Swiss foundation counsel, translating legal advice into decisions the team can act on. • Drive partnership development with delivery organizations, coalition members and endorsers, including preparing term sheets and memoranda of understanding and managing them through to signature. • Support fundraising end to end: building materials, preparing the CEO for funder conversations, responding to diligence requests, and maintaining the pipeline and reporting obligations to existing funders. • Support the design and stand-up of the Fund's governance, including board formation, charter development and committee structures. • Prepare the Fund's first distribution pilot in partnership with delivery organizations, from design through operational readiness. • Build the Fund's internal operating infrastructure, including planning, reporting, decision records and the systems a new institution needs to be credible to counsel, funders and auditors. • Represent the Fund with external stakeholders where the CEO cannot, with judgment about what can be said and what remains undecided.

🎯 Requirements

• 5+ years in a role requiring end-to-end ownership of complex projects with external stakeholders. • Direct experience standing up something new, whether an organization, fund, program or major partnership. • Track record managing external advisers, particularly legal counsel, and converting their advice into decisions. • Excellent writing and synthesis. • Experience with partnership or contract negotiation, or a demonstrated ability to learn it quickly. • Familiarity with at least some of: philanthropy, global development, nonprofit governance, institutional investment, or AI policy. • Comfort working in a fast-moving, remote, international team, with the self-direction that requires. • Willingness to travel internationally.