COO, SIFMA Foundation

SIFMA Foundation - New York, New York - Full time

The SIFMA Foundation is seeking an inaugural Chief of Operations to drive the organization through its most ambitious growth phase. The SIFMA Foundation’s Chief of Operations will play a vital role leading an organization with a $5M operating budget and expectations for continued growth over the next several years. Additionally, the Chief of Operations will oversee the nonprofit organization’s strategic innovation and expansion of technology-based investor education programs to serve one million youth each year.

Role Responsibilities

  • Collaborate with the President, Board, staff and funders to increase market share, ensure product excellence, guide and communicate success, and build recognition for the organization’s impact.
  • Provide oversight to the organization’s functional areas with an emphasis on Operations, Technology, Data and Compliance.
  • Coordinate with all areas to track, measure, and report on project-based, programmatic and organizational KPIs.
  • Ensure the team’s overall success as well as support strategic relationships with vendors and new partner initiatives nationwide.
  • Manage operations, systems, and internal processes to drive excellence and growth.
  • Participate in all aspects of organizational strategic planning.
  • Provide vendor management, communication and support including RFPs, contracts, negotiations, due diligence, tracking, evaluating, reporting, approvals and compliance.
  • Devise strategies and tools for organizational workflow and reporting, identifying resources and support needed to achieve program targets and providing reports, dashboards, and executive briefings.
  • Build issue expertise on trends, new developments, and emerging opportunities in the financial and education sectors, financial education, technology and related fields.
  • Effectively represent the SIFMA Foundation to internal and external audiences as needed.


The ideal candidate is a seasoned leader with depth of experience in investing, capital markets, fintech and/or EdTech, and data analytics, and familiar with nonprofit management, fundraising and compliance. The candidate must thrive on complex problem solving, leading and launching into new markets, innovating and re-engineering for exponential growth, delivering superior customer satisfaction and tapping emergent technologies to amplify impact. The candidate is proactive and resourceful, a strategic and critical thinker, a problem-solver and highly organized and has:

  • Experience in strategy, project management, vendor and account management, internal product development, and customer experience.
  • A passion for and/or experience in investing, capital markets and fintech; data analytics, IT and AI; education, EdTech, and/or nonprofit management.
  • Expertise in dashboard development and maintenance, researching, analyzing and interpreting data, and creating appropriate frameworks, models, and budgets to scope and scale initiatives.
  • Excellent communication, technical writing, and marketing skills, with direct experience in the production of high-quality pitches and presentations.
  • Negotiation and collaboration skills needed to bring out the best from partners.
  • Strong people leadership and ability to model effective management.
  • Innovation and creative thinking to develop outside the box solutions and see around corners.
  • Tremendous motivation and energy, a strong work ethic and customer service excellence.
  • Familiarity with Access, Sequel, CRMs and social/digital platforms; fluency with MS Office, Excel, PPT.
  • Proven ability to lead, to collaborate, to motivate others to work together toward a common goal.
  • Impeccable integrity, judgment, and discretion to handle confidential matters.
  • 10+ years of progressively responsible leadership experience.
  • Bachelor’s degree from an accredited university is required and advanced degree strongly preferred.

About us:

The SIFMA Foundation promotes financial education in communities nationwide. Drawing on the support of industry, government, and educational leaders, SIFMA Foundation’s programs and tools strengthen economic opportunity for youth of all backgrounds, aiming to increase their access to the benefits of the global marketplace. With a 44-year history of educational leadership, the SIFMA Foundation has prepared 21 million youth for their financial lives through its acclaimed Stock Market Game™, InvestWrite®, Capitol Hill Challenge™ and Invest It Forward™ programs.

Benefits Include:

  • Medical, Dental, Vision Insurance Plans
  • Life and AD&D Insurance
  • Short-Term and Long-Term Disability Insurance
  • 401(k) with employer contribution
  • Generous paid time off and holidays
  • Eligible to work remotely (up to 2 days per week)
  • SIFMA Foundation is an Equal Opportunity Employer and encourages interested individuals to apply.

    Apply for this job

    Apply for this job


    C Level Executive Leadership

    Experience Level

    Senior Level

    SIFMA Foundation

    The SIFMA Foundation promotes financial education in communities nationwide. Supported by industry, government, and educational leaders, our programs and tools strengthen economic opportunity for youth of all backgrounds, aiming to increase their access to the benefits of the global marketplace.
    Share this job
    Get our email newsletterSign me up
    Keep up to date with our email newsletterSign me up