Bentonville, AR | October 3, 2019
About Walton Personal Philanthropy Group
The Walton Personal Philanthropy Group (WPPG) provides services to the family of Sam and Helen Walton to support their individual philanthropic activities. These services for the family and their related entities include program and grant management, strategy consulting and grant administration. WPPG is a part of Walton Enterprises, the family office of the Walton family.
About Walton Enterprises
Walton Enterprises (WEI) is a family office serving the personal and financial needs of multiple generations of the Walton family. Guided by Sam Walton’s values, WEI’s mission is to enable all family members to reach their personal, philanthropic, and business aspirations.
As the family’s wealth grows and a new generation takes on more meaningful roles, WEI is expanding the scope, depth and sophistication of its services, which include wealth management, legal, accounting, tax, risk management/insurance, technology, HR, construction, facilities management, as well as oversight of external resources and services for family members and their related entities. This is an exciting time to be part of this world class team.
For more information on Walton Personal Philanthropy Group, please visit waltonfamilyfoundation.org.
The Walton Personal Philanthropy Group is seeking a strategic, experienced, and client service oriented individual to join the team as a Program Officer. This individual will be responsible for working with a Walton family member (the Principal) to plan and execute their personal strategic philanthropy in targeted issue areas and geographies.
The Program Officer will provide philanthropy-related services for the Principal, including program and grant management, impact strategy development, grantee relationship management, grant administration, and impact evaluation.
The Program Officer will be responsible for:
- Ensure a positive experience for the Principal through superior customer service; be proactive in anticipating needs, effectively communicate progress, and provide accurate, timely resolution of issues when they arise.
- For targeted issue areas identified by the Principal, research the outstanding need in focus geographies, refine philanthropy strategies and develop goals for impact. Identify optimal partners for philanthropy support.
- Develop and execute strategic grants: conduct due diligence on organizations, their leadership and capacity to carry out programs; define grant terms and expectations; obtain agreement on reasonable outputs and outcomes including how they will be measured and reported; review budgets for appropriate expenditures; conduct site visits; monitor ongoing operations, review financial and narrative reports and ensure timely payments.
- Assess the success of grants and their impact, and continuously learn from/improve work based on research, grant results, and work with experts.
- Communicate with the Program Officers of other family members to ensure coordinated support.
- Collaborate with departments across Walton Enterprises to provide coordinated support to the Principal; coordinate with other professionals in HR, Legal, etc. to work through issues and arrive at solutions.
- As needed, source and manage outside consultants: develop RFPs, solicit proposals, develop work plans, oversee contracts and ensure high-quality deliverables.
- Serve as an expert resource for the Principal on grantmaking best practices, foundation administration and other philanthropy topics.
- Effectively manage workflow and processes through clear communication that is simple, effective and customized.
- Manage other projects and assignments as requested.
This position will be located in Bentonville, Arkansas and will report to the WPPG Deputy Director of Philanthropy Services.
The Program Officer is a strategic self-starter who is able to tackle complex issues, identify potential philanthropic solutions, and work with others to implement plans, all in service to the Principal and their goals for social impact. You have superior client service skills and instincts and can serve as an expert advisor and representative for the Principal in their philanthropy efforts.
As a generalist Program Officer, this position calls on a breadth of knowledge rather than depth in one content area. Most important is an understanding of effective philanthropy that can be applied across any program area. However, knowledge of and experience in women and mother-related issues is a plus.
The ideal candidate will have the following professional qualifications:
- 5+ years of related social change or grantmaking experience
- Bachelor’s degree required
- Experience working with a Principal on their philanthropy, including developing philanthropy strategies and executing a philanthropy portfolio
- Experience developing grant proposals, managing grants and grantees, and evaluating success
- Willingness to travel up to 30% of time
Additional Helpful Experience Includes:
- Grantmaking and/or foundation management
- Entrepreneurial or Intrapreneurial experience, taking and managing associated risks
- Interest and experience in women and mother-related issues
Personal Attributes that Support Your Success:
- Strong orientation for client service; ability to assess and meet the Principal’s goals and preferences. A passion to serve in a way that demonstrates respect and care for family and staff and exceeds expectations.
- Intellectual agility and the ability to analyze, think critically, develop strategic approaches, and understand varied areas of interest. Able to effectively synthesize information and glean key points from research as well as interactions with the Principal and others.
- Comfortable working autonomously but also with a broader team serving the Principal. Able to be flexible and adaptable, comfortable with uncertainty.
- Ability to serve as a trusted advisor to Principals, colleagues and grantees and exhibit humility, integrity and exercise sound judgement and confidentiality.
- Strong communication skills, in person, via phone, and through written communication. Very skilled with Word, PowerPoint and Excel.
- Relentless in the pursuit of excellence and continuous improvement. You have a proven background of enhancing processes, systems and platforms to increase success and operational efficiency. You give and receive feedback graciously, all with the aim of improving the experience and success of the Principal.
WPPG has engaged Koya Leadership Partners to help in this hire. Please submit a compelling cover letter and resume to Trisha Sutrisno here.
WPPG is an equal opportunity employer and strongly encourages applications from people of color, persons with disabilities, women, and LGBT applicants.
About Koya Leadership Partners
Koya Leadership Partners is a national retained executive search and human capital consulting firm that works exclusively with nonprofits and social enterprises. We deliver measurable results, finding exceptionally talented people who truly fit the unique culture of our client organizations and ensuring that organizations have the resources and strategies to support them. For more information about Koya Leadership Partners, visit koyapartners.com.