Ownership Works

Associate

• Produce exceptional, client-ready analyses and deliverables that power the Culture and Business Transformation team's engagements
• Manage competing priorities with precision to create leverage for your teammates
• Help establish Ownership Works as a trusted advisor to clients seeking to build enduring ownership cultures
• Develop client presentations and workshop materials based on guidance from senior team members, taking storylines from outline to polished, client-ready pages with clear throughlines and supporting evidence
• Synthesize research, interviews, and client data into structured insights that inform engagement recommendations and program design
• Support the day-to-day execution of client engagements, including preparing workshops and executive sessions, tracking follow-ups, and coordinating inputs across stakeholders
• Leverage AI tools to efficiently produce and iterate on deliverables, incorporating feedback from senior team members, clients, and partners while maintaining accuracy and consistency
• Prioritize multiple projects, organize workflows, and ensure timely and accurate completion of deliverables
• Contribute to the tools, templates, and playbooks that strengthen and scale the Culture and Business Transformation practice

Associate, Culture and Business Transformation

Client Services Representative

• Develop Ownership Works’ consultative and specialized technical services while driving client uptake of ownership programs
• Help establish Ownership Works as a thoughtful, value-add advisor to private equity partners and companies implementing shared ownership programs
• Design ownership plans with multiple components related to equity instruments, financial models, implementation, and communication
• Synthesize and structure complex topics for PE, executive, and operator audiences to drive plan adoption
• Leverage AI tools to gather and analyze data; formulate customized solutions; develop and present results/recommendations to clients (in Excel or PowerPoint format)
• Prioritize multiple projects, organize workflows, and ensure timely and accurate completion of deliverables
• Work with managers and senior managers to support and strengthen relationships with clients
• Contribute to organizational development efforts to achieve ambitious mission and growth targets

Senior Associate, Client Advisory Services

Principal

• Effectively manage a portfolio of 30+ independent and corporate foundation funders and prospects, focusing on long-term relationship building and revenue growth
• Conduct regular 1:1 meetings with funders and prospects as needed (specific KPIs are in development).
• Leverage key relationships on the Board to strengthen applications.
• Lead and co-develop cultivation strategies for new prospects and current funders for renewal, including preparing senior leadership for high-stakes meetings and advancing opportunities through to close.
• Demonstrate full grant portfolio leadership, managing a portfolio end-to-end, including prospecting, proposal development, reporting, renewals, and stewardship, while maintaining clear systems and meeting multiple deadlines.
• Analyze portfolio performance and pipeline data to identify trends, risks, and growth opportunities.
• Contribute to refining O.W.’s institutional funding strategy, including segmentation, positioning, and long-term pipeline development.
• Identify and execute on the most promising opportunities to grow revenue from institutional partners across foundation and corporate channels.
• Craft well-written and concise concept notes, grant applications, and reports that are tailored to the institution’s focus areas.
• Working with Advancement and Networks & Partnerships leadership, design and implement a corporate sponsorship strategy.
• In collaboration with the Networks & Partnership team, secure corporate sponsorships that support O.W.’s programs and priorities.
• Serve as a strategic thought partner to the institutional team lead, Senior Director, Advancement, and broader Management team on institutional giving.
• Operate as a force multiplier for the Advancement team by raising the quality, rigor, and impact of our funder deliverables and relationship management.
• Partner closely with Client Advisory Services, Finance, Data & Impact, Networks & Partnerships, and MarComms to align institutional fundraising efforts with team and organizational priorities.
• Provide informal leadership across the Advancement team, raising the bar on fundraising practices, materials, and execution.
• Strengthen internal systems, workflows, and best practices to improve team effectiveness and scalability.

Principal, Institutional Giving

People Operations

• Lead day-to-day delivery of client engagements, working closely with portfolio company executive leadership teams and in partnership with CAS Principals on overall client relationships.
• Translate strategic direction into structured proposals and workplans, make execution decisions, and ensure the delivery of high-quality outputs.
• Develop materials, tools, and analyses that strengthen ownership culture and change leadership.
• Contribute to the evolution and scaling of the culture and transformation practice by innovating and building services, tools, playbooks, and delivery approaches.
• Mentor team members and help the team thrive and deliver its best work for our clients, in pursuit of our mission.

Associate, Culture and Business Transformation

Senior Associate, Client Advisory Services

Principal, Institutional Giving

Manager, Culture and Business Transformation