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Director, Investor Relations

Company: Upstream USA
Location: Cambridge
Posted on: August 2, 2022

Job Description:

Director, Investor RelationsUpstream USARemote with some travel required, East Coast-preferred - Summer 2022Upstream USA seeks an accomplished fundraiser for its Director, Investor Relations role to drive strategy and content for a high-performing development team.About Upstream USAUpstream USA is a fast-growing, national nonprofit working to expand opportunity by reducing unplanned pregnancy across the U.S. Upstream partners with states to provide training and technical assistance to health centers, increasing equitable access to the full range of contraceptive options. Their transformative approach empowers patients to decide when and if they want to become pregnant, a critical step towards improving outcomes for parents and children.Upstream is growing rapidly and is on track to achieve nationwide impact. After launching their first statewide initiative in Delaware in 2014, they have since launched projects in Washington state, Massachusetts, North Carolina, and Rhode Island, and are recruiting health center partners across the U.S.Results from Upstream's early partners have shown significant and sustainable results including reduction in births from unintended pregnancies and the majority of patients feeling empowered to make their own choices about birth control.Upstream's work has garnered attention from many leading publications including The New York Times, Washington Post, The Atlantic, CNN, Vox, Forbes, and Marie Claire.Equity, Diversity, and Inclusion (EDI)Upstream is committed to equity, diversity, and inclusion (EDI) as a cornerstone of their work to increase equitable access to the full range of contraception methods nationwide. EDI requires a willingness to listen, reflect, and change in order to build a culture that celebrates and serves everyone.At some organizations, they refer to the work as DEI. Upstream has intentionally placed the "E" of Equity at the forefront of what they do and how they work. With their EDI work, they want to create a unified direction, structured balanced approach, and energy in how they work with each other and support their communities every single day. Every day they work at cultivating a culture of trust, awareness, and acceptance of all elements that encompass EDI. Upstream appreciates that EDI is a journey. Upstream is committed to the steps needed daily to formally build equity, diversity, and inclusion into their operations and continue to model equity leadership throughout the organization. Each Upstreamer can continuously contribute to building an EDI-focused community and world.As part of the distributed leadership model that they promote, Upstream established EDI Forums and Teams that focus on driving forward the behaviors and accountabilities needed for a thriving program. They also have invested long-term commitments with external partners who specialize in the DEI space. This external neutral firm is positioned to provide expert-level thought partnership aimed at helping Upstream challenge their thinking, change their paradigms, assumptions, and actions. Their guidance continuously induces Upstreamers to be innovative in the area of diversity, equity, and inclusion in a way that recognizes the unique internal and external factors impacting the organization.About the OpportunityFounded just over seven years ago, Upstream is now on a growth trajectory to train health centers that annually serve more than 1 million patients by 2025. This growth is the result of three key drivers: high demand for their work, strong evidence of impact, and extraordinary philanthropic support. Upstream's budget has grown from $1.7 million just four years ago to approximately $42 million in 2022 and is funded primarily through philanthropic individuals and foundations, led by a 7-year, $60 million investment from Blue Meridian Partners. The Director of Investor Relations will play a key role in this continued growth as Upstream continues to expand upon its philanthropic support.The Director of Investor Relations will play a leading role in overseeing the investor relations function of Upstream's Development Team, which also includes Board Management and External Affairs. Reporting to the Vice President for Development and External Affairs, the Director will manage a small team of direct reports in service of Upstream's development and investor relations initiatives and goals at a time of exciting organizational impact and on the precipice of the next phase of growth. This is a fantastic opportunity for someone with a leadership gifts background to step into a team management and strategy role on a high-performing team that regularly solicits and stewards 7- and 8-figure gifts in close partnership with the CEO and leadership of the organization. They will also manage a sub-portfolio of major gifts and oversee a team focused on relationship and content management as well.In addition to developing and overseeing strategy for investor relationship management, the Investor Relations Director will be responsible for producing sophisticated content on behalf of the CEO and senior leadership for a variety of investor audiences. Thus, the ideal candidate must have excellent written and verbal communication skills, with prior experience writing and producing complex, data-driven, and impact-focused materials (e.g., grants, proposals, academic writing) and be adept at translating messaging into different formats (e.g., Google slides, one pagers, emails, talking points, etc.) depending on the audience.The successful candidate will bring joy to fundraising and a genuine, collaborative spirit to coaching and managing alongside a team of high performers. They will be deeply practiced in highly personalized relationship management and well-versed in the tools, systems, and processes that support investor relations. Attention to detail, strong "EQ", high-levels of discretion, and a sense of humor are highly valued for this position.Key Responsibilities

  • Lead investor relations strategy for $1M+ investors to Upstream in close partnership with VP for Development and External Affairs
  • Develop investor relations communications strategy and manage strategic messaging in collaboration with cross-functional teams across the organization in support of investor relationships, including (but not exclusively) reports, proposals, presentations, email updates, personalized outreach, etc.
  • Oversee a team of IR professionals, including an Investor Relations Officer and Investor Relations Associate
  • Develop and tailor high-quality, high-touch executive communications on behalf of the CEO and VP for Development and External Affairs
  • Facilitate internal communication and coordination regarding investor relations strategy, prioritization, and outreach
  • Provide strategic and tactical support across a growing portfolio of new and prospective investors
  • Manage a portfolio of six-figure investors, overseeing strategy for cultivation, solicitation, renewal, and ongoing stewardship through a combination of meetings and written communicationsKey Qualifications
  • 10-15 years relationship management experience (development, fundraising, advancement, philanthropy, for-profit investor relations, or similar) with increasing levels of responsibility
  • Experience successfully cultivating, soliciting and stewarding major and principal gifts ($100,000+)
  • Interest in coaching and managing others to high levels of performance and professional fulfillment
  • Exceptional writing ability and capable of distilling complex content for sophisticated audiences into a variety of formats (talking points, presentation decks, grant reports/proposals, correspondence, etc.)
  • Understanding of relationship management processes, pipelines, and tracking mechanisms within a CRM environment in service of managing investor relations pipelines
  • Comfort in an internally facing role, working behind-the-scenes to advance relationships, as well as in the room with donors and prospects
  • Skilled communicator and listener
  • Adept at building relationships and influencing others; high "EQ"
  • Exceptional project management ability with ability to manage multiple competing priorities
  • Demonstrated ability to operate with a high degree of urgency, self-motivation, focus on goals, and commitment to high-quality work
  • Keen attention to detail and able to exercise discretion
  • Awareness of the latest trends and industry practices in philanthropy, fundraising, and prospect research
  • Proficiency with Salesforce, Google and Microsoft Suites
  • Commitment to Upstream's mission and to mission-driven work
  • Able to attend work-related in-person meetings and functions as neededCompensationThe hiring range for this role is $104,213 to $160,000. Final offers for this position will be based upon several factors including the scope of the role, market compensation analysis, position requirements, candidate's experience level and capabilities, specific candidate geographic location, and internal pay equity considerations, and will be made within the parameters of Upstream USA's compensation framework and philosophy.Upstream is committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, genetic information, gender identity or Veteran status. Upstream also considers qualified applicants regardless of criminal histories, consistent with legal requirements. If you have a disability or special need that requires accommodation, please let us know.Upstream employees are required to be fully vaccinated to attend in-person work-related activities. Reasonable Accommodations will be made for individuals with a sincerely held religious belief or disability who are not vaccinated.Please email your cover letter and resume in confidence to: For more information, please visit PlumSENIOR CONSULTANTDevelopment Guild DDI For more information about Upstream USA, please visit

    Copyright -2022 Inc. All rights reserved. Category: , Keywords: Investor Relations Director

Keywords: Upstream USA, Cambridge , Director, Investor Relations, Executive , Cambridge, Massachusetts

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