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Ministry Relations Officer – Upper Midwest Region

Territory Covered: North Dakota, South Dakota, Nebraska, Iowa, Wisconsin, Minnesota
Department: Development
Posting Number: HR 19-11-02

Basic Commitment

This position calls for a commitment to Jesus Christ through the church, an evident love for all people of varying views and personalities, a commitment to the governance of the Presbyterian Church (U.S.A.), a responsible affirmation of personal stewardship, and a concern for the financial support of the Presbyterian Church (U.S.A.) in all its worship, mission, and witness.  The position provides leadership to the Foundation for the stewardship of accumulated resources.

Position Summary

The Ministry Relations Officer (MRO) will be the main relationship builders with Pastors as well as Church and institutional leaders. This position has the primary responsibility of providing opportunities that will help congregations increase revenue by enabling them to access services and expertise offered by the Presbyterian Foundation Group’s ministry. The MRO will lead congregations to resources, help Pastors and Church leaders identify major gift prospects and manage those prospects by utilizing services and expertise offered by the Presbyterian Foundation Group. Those services and expertise include individual engagement, workshops and programs in the areas of generosity, stewardship, endowments, planned giving, estate planning, and investments in order to establish a referral flow and develop and retain gifts through the Presbyterian Church (U.S.A.) Foundation and its affiliates. This position is the primary relationship-management role for congregations and organizations of the Presbyterian Church (U.S.A.). It is responsible for the establishment and interaction through the Ministry Relations Program by these entities.  The position makes referrals for specific donor and investment management opportunities and maintains a relationship-management role thereto.

Scope and Breadth of Position

This position reports directly to the VP Ministry Relations. This position will have limited clerical support.

Budget Responsibility

Operating Budget

Responsibilities

Service a region

  1. Assists with any necessary problem solving between the institution and the Foundation in a defined geographic region.
  2. Assists in strengthening each institution within that region through brokering ideas and information for their use.
  3. Extensive travel as required.
Assessment tool

  1. Encourage use of the assessment tool by congregations to identify level of service to be provided by the Presbyterian Foundation Group.
  2. Utilize data from the assessment tool to determine strategic focus of services provided by the MRO.
  3. Market the assessment tool to appropriate entities.
Tool box

  1. Assists congregations, presbyteries and other councils in developing programs for the purpose of promoting generosity with the expectation that these programs lead to the gathering and management of accumulated resources through advanced stewardship efforts.
  2. Continually review material in tool box to ensure the most up-to-date useful information be provided to Churches.
  3. Steward existing donors.
Gifts

  1. Cultivates new prospects and client relationships with Presbyterians to deliver major gifts for use in Presbyterian-related missions to perpetuate the services to the Foundation and personal stewardship.
Alignment with Board of Pensions and other Presbyterian Church (U.S.A.) agency representatives

  1. Maintains a level of communication with the respective Presbyterian Foundation Group team leaders related to activities and accomplishments.
  2. Collaborates with Board of Pension (BOP) representatives by providing services to Pastors, Church leaders and congregations.
  3. Maintains a level of communication with respective and appropriate Presbyterian Church (U.S.A.) leaders.
Ministry Partnership Funds

  1. Generate the creation of Ministry Partnership Funds.
  2. Maintains existing Ministry Partnership Fund relationships.
Relationships w/Pastors and Church leaders

  1. Develops networks through association with national and regional church leaders and local congregation gatherings, as well as congregational committees to identify potential donors and investors.
  2. Cultivates relationships with regional church leaders and individual and organizational prospects as well as other sources of referrals for services.
Increase Revenue in Churches

  1. Secure institutions to a client relationship for Ministry Partner Funds, investment service, or other asset-based relationship.
Referrals to Foundation Experts

  1. Identify, prioritize and create cultivation strategies to gain access to the leaders of institutions in order to bring the institution into a client relationship with the Foundation.
  2. Encourages congregations and councils to participate in the services of the Foundation and to follow-up with assistance in building endowments, gifts and investments in those bodies.
Marketing

  1. Promotes the products and services of the Presbyterian Church (U.S.A.) Foundation through presentations at key Church gatherings to create an awareness of Foundation services among Presbyterian leadership and Presbyterian constituencies.
  2. Through consultations, presentations, seminars and other means in Presbyteries of the assigned region, promotes and encourages the use of the Foundation’s services as a means of supporting the ministries of the Church.
  3. Promotes the use of PresbyterianCommunity.Org.
Performance Metrics

  1. Specific number of contacts with church leaders, institutional leaders, pastors and donors. (50 per quarter)
  2. Specific number of Ministry Partnership Funds established. (10 in initial year of the establishment of Ministry Partnership Funds)
  3. Specific number of leads generated to investment and giving specialists. (10 per year)
  4. Specific number of assessment tools completed. (20 in initial year of the implementation of the assessment tool)
Experience and Job Related Requirements

  1. A college degree in business, finance, accounting or the humanities (or equivalent degrees for clergy) is required.
  2. An active member of the Presbyterian Church (U.S.A.) with knowledge of polity, organizational structure, and mission of the Church.  Ordination as a ruling or teaching elder is preferred.
  3. Preference for individuals who have five or more years of experience in one of the following areas: funds development, sales, education, marketing, financial services, clergy.
  4. Working knowledge of tools and services commonly offered in charitable planning context such as the ability to explain the structure and use of a charitable remainder trust, gift annuity, donor-advised fund, private foundation and supporting organization.  Must know of the benefits of and differences with each and know how it would apply to a donor’s specific situation.
  5. Working knowledge of various asset classes and their impact on a donor and the Foundation in a giving scenario.
  6. Knowledge of principles and methods for showing, promoting, and selling products or services. This includes marketing strategy and tactics, product demonstration, sales techniques, and sales control systems.
  7. Knowledge of principles and processes for providing customer and personal services. This includes customer needs, assessment, meeting quality standards for services, and evaluation of customer satisfaction.
  8. Ability to establish relationships of confidence, trust, and full credibility with donors and prospective donors, investors and prospective investors, as well as legal and tax advisors, together with pastors and other church leaders.
  9. Excellent listening skills giving full attention to the customer/channel partner with ability to ask appropriate and adequate questions to uncover real needs/concerns.
  10. Must be creative so as to meet the needs and desires of prospective donors and investor organizations.
  11. Must have extraordinary interpersonal and communication skills and be able to effectively establish and maintain relationships as well as balance diverse priorities.
  12. Proficient in communicating ideas and concepts via presentations before audiences of various knowledge levels.
  13. Proficiency with time management disciplines such that one can work remotely and keep in good communication with the team. Ability to handle multiple cases at one time and bring each case to a successful close and implementation.
Physical Requirements

  • Ability to communicate orally with management, co-workers, constituents, and public both individually and in a group/team environment
  • Regular use of the telephone and e-mail for communication is essential
  • Sitting for extended periods is common
  • Hearing and vision within normal ranges are essential for typical conversations to receive ordinary information and to prepare or inspect documents
  • No heavy lifting is expected. Exertion of up to 10 lbs. of force occasionally may be required.
  • Good manual dexterity for the use of common office equipment such as computer terminals, calculator, telephone, and copiers.
Work Environment

  • Activities include extended periods of sitting and extensive work at a computer monitor and/or calculator.
  • Extensive travel required. Regular transport of suitcase and laptop will be required.
  • Good reasoning ability is required to solve a wide range of business problems. Able to apply statistical and mathematical calculations required. Able to understand and utilize financial reports and legal documents to conduct business.
Download PDF of Job Listing

Forward resume to Lisa Pesavento
lisa.pesavento@presbyterianfoundation.org
Attn: HR Posting #19-11-02
“The Presbyterian Foundation is an Equal Opportunity Employer”

 Assistant Business Analyst

Department: Operations
Posting Number: HR 19-11-1

Position Summary

This position is responsible for identifying business opportunities which can be solved with Operations software or reporting capabilities through the analysis, interface, coordination and synchronization of available resources and technical processes existing in the Foundation and Trust Company.

Scope & Breadth of Position

This position reports to the Operations Business Analyst.  This position must communicate as directed with Information Systems and Operations Departments’ activity-related areas to enhance productivity and reporting capabilities of the various Operations systems.

Essential Job Accountabilities

Acquires and maintains a detailed knowledge of the various systems including, but not limited to, the trust accounting system, client relationship management system, and the digital document storage system, and how these and other systems interface with each other in the Foundation and Trust Company.

Assist with the administration and maintenance of data in all of Operations’ systems ensuring the integrity of data residing on the system and accuracy of information shared with clients.

Assists with instruction and training for team members and other appropriate staff to maximize the performance and utilization of all systems.

Develops informative and accurate reports and data to develop and maintain positive relations with clients and improve operational efficiencies.

Analyzes new software releases collaborates with the Operations Business Analyst to ensure the effective utilization of system features.

Reads pertinent literature and attends workshops/seminars to keep abreast of new and innovative techniques for all systems within the Operations Department.

Informs the Operations Business Analyst of current information and data to aid in decision making.

Major Duties and Responsibilities

Provides technical assistance in identifying, evaluating and creating written documentation of user instructions and procedures for all operational transactions.

Writes and maintains desk procedures for new or modified business systems.

Assists with the development, coordination, and implementation of plans to test business and functional processes during system development and quality assurance testing.

Maintains data integrity in all systems.

Report writing for various departments in the Foundation is an integral component of this position and will entail a significant allotment of time.

Assists with the administration and support of the Foundation’s digital document storage system.

Consults with Operations Business Analyst to obtain additional information during system development and evaluate alternatives.

Tracks and documents changes to functional and business specifications and operating procedures.

Monitors and documents post-implementation problems and revision requests to Information Systems or other system representatives.

Relationships

Works closely with Operations and Information Systems staff on system interfaces within Operations.

Experience and Job-Related Requirements

      • College degree or equivalent certification
      • Minimum of 3 years’ experience utilizing business and report writing software or other software products/relational databases
      • Strong analytical skills
      • Proficiency with Microsoft Office suite, especially Excel, Access, and Outlook
      • Experience with SQL Server Reporting Services desired
      • Report writing skills required
      • Excellent verbal/written communications for training and documentation purposes
      • Excellent people skills required
      • Adept at assisting others in comprehending complex functions
      • Capable of imparting knowledge to others in an informal training environment
      • Ability to plan well and to handle multiple tasks
Physical Requirements

      • Ability to communicate orally with management, co-workers, constituents, and vendors both individually and in a group/team environment
      • Regular use of the telephone and e-mail for communication is essential
      • Sitting for extended periods is common
      • Hearing and vision within normal ranges are essential for typical conversations to receive ordinary information and to prepare or inspect documents
      • No heavy lifting is expected. Exertion of up to 10 lbs. of force occasionally may be required
      • Good manual dexterity for the use of common office equipment such as computer terminals, calculator, telephone, and copiers
Work Environment

The job is performed indoors in a traditional office setting.

Download PDF of Job Listing

Forward resume to Lisa Pesavento
lisa.pesavento@presbyterianfoundation.org
Attn: HR Posting #19-11-1
“The Presbyterian Foundation is an Equal Opportunity Employer”

Senior Vice President, Chief Financial Officer

The ideal SVP, CFO will be a sophisticated financial leader with impeccable integrity and a commitment to aligning financial strategy with the values of the Presbyterian church as well as the goals of the Foundation. The selected candidate must be able to work from the Presbyterian Foundation’s Jeffersonville, Indiana headquarters and to travel regularly, both domestically and internationally.

More information

Securities Trading & Assistant Portfolio Manager

Department: Trust
Posting Number: HR 19-09-3

Position Summary

This staff member will assist the Director of Investments & Portfolio Management Services with all phases of portfolio management, including entering securities trades into trading and recordkeeping systems, monitoring security positions, monitoring asset allocations, assist with the gathering of economic and capital markets information (both equity and fixed income interest rate data), participate in asset allocation strategy development, monitor and initiate investment reviews and asset allocation rebalancing, implement as directed strategic and tactical asset allocation changes, monitoring asset class, sub-asset classes, conduct capital markets and securities research as directed, and other duties as assigned.

Scope & Breadth of Position

This position reports to the Director of Investments & Portfolio Management Services.

Accountabilities

Monitoring, maintenance, documentation, execution and compliance with all regulatory requirement associated with Trust Department portfolio management, securities trading and portfolio recordkeeping.

Major Duties and Responsibilities

This staff member will:

      • As directed the staff member will gather economic and capital market data for inclusion in NCTC’s economic assessment,
      • Attend the Trust Investment Committee meeting and prepare reports as directed for the development and implementation of asset allocation, both strategic and tactical, changes,
      • Record, prepare, and distribute the minutes of the Trust Investment Committee meeting
      • Participate as requested or directed by your Supervising staff with other team members on the development and capture of client Investment Policy Statements,
      • Monitor Investment Policy Statement and Asset Allocation compliance by launching and completing the investment review process each month
      • After appropriate training, enter, and monitor security trades and settlements,
      • Monitor asset allocation positions, including class, sub-asset class, security, and cash level exposure
      • Identify and report to your Supervisor accounts that require rebalancing
      • Rebalance portfolios as directed by your Supervisor
      • Monitor and report on security positions, securities ratings, and any changes requiring attention or action
      • and other duties as they may be assigned from time to time.
This staff member will be expected after an appropriate training and development period to communicate directly with clients regarding less critical portfolio management issue. Should more significant investment and portfolio management issues arise during these conversations the staff member will communicate the concerns or issue back to their Supervisor.

Relationships

This staff member will work in a team setting and participate with the Director of Investment & Portfolio Management Services and the Trust Relationship Officers to deliver high-quality service to our clients.

Experience and Job-Related Requirements

The candidate should possess a bachelor’s degree in one of the following fields of study:

      • Business Administration (preferably with a major or and emphasis in finance)
      • Economics
      • Accounting
It is preferable, but not mandatory this staff member have three to five years’ experience in trust operations, securities processing or previous experience in portfolio management.

The candidate must have strong keyboard and data entry skills. The securities trading function requires a high degree of attention to detail. The candidate must be able to remain focused on completing their assigned task with accuracy and in accordance with securities processing deadlines, regardless of events going on around them.

It is important this staff member have a general knowledge of different types of securities, trading and trade settlement processes. Industry designations the candidate could eventually seek and which would be helpful to their advancement but not require are:

      • Certified Financial Planning, CFP
      • Certified Investment Management Analysts, CIMA
      • Chartered Financial Analysts, CFA
      • Accredited Investment Fiduciary, AIF
Physical Requirements

      • Ability to communicate orally with management and co-workers, both individually and in a group/team.
      • No heavy lifting is expected. Exertion of up to 10 pounds of force occasionally may be required.
      • Regular use of the telephone and e-mail for communication is essential.
      • Sitting for extended periods is common with extensive work at a computer monitor and/or calculator.
      • Hearing and vision within normal ranges is essential for normal conversations to receive ordinary information and to prepare or inspect documents.
      • Good manual dexterity for the use of common office equipment such as computer terminals, calculator, telephone, and copiers.
Work Environment

The job is performed indoors in a traditional office setting. A successful staff member should expect the work environment to change after an appropriate period of growth and experience. This could include expanded client communication and the potential for air travel to visit clients and prospects. The potential for future travel is not expected to be more than 10 to 20% of time.

Download PDF of Job Listing

Forward resume to Lisa Pesavento
lisa.pesavento@presbyterianfoundation.org
Attn: HR Posting #19-09-3
“The Presbyterian Foundation is an Equal Opportunity Employer”