Mutual Fund Manager jobs at UCLA

Job Details Corporate Headquarters - Santa Clara, CA Full Time 4 Year Degree $76635.00 - $114953.00 Salary/year DayDescription LifeMoves is the largest and most effective provider of interim housing and services for homelessness in Silicon Valley since 1987. Our mission is to end homelessness by providing interim supportive housing, tailored services, and building collaborative partnerships. With over two dozen interim supportive housing communities and more on the way, LifeMoves gives our neighbors experiencing homelessness a temporary place to call home while providing intensive, customized case management through site-based programs and community outreach. POSITION PURPOSE LifeMoves is seeking a strategic, data-driven, and collaborative Annual Fund Manager to grow and engage a broad base of supporters through direct mail, email, and digital fundraising efforts. This role focuses on executing multi-channel campaigns that generate annual revenue and deepen donor engagement and retention-working closely with the Vice President of Philanthropy, Senior Donor Communications Manager, Development Operations team, and our agency partners to ensure timely, high-quality, and coordinated efforts. ESSENTIAL JOB RESPONSIBILITIES Fundraising Strategy & Execution Coordinate all annual giving campaigns from end to end, managing multi-channel appeals-including direct mail, email, and digital-in partnership with our agency of record. Oversee timelines, creative development, and production, while collaborating with Development Operations to ensure accurate segmentation, personalization, and donor acknowledgment. Support the growth and administration of the KeyGiver monthly giving program by helping to build a strong donor community and meaningful engagement experiences, while ensuring timely follow-up on issues such as payment declines and cancellations. Set up internal campaign infrastructure including source codes, QR codes, custom URLs, and other tracking elements and support the build and deployment of email appeals. Donor Strategy & Communication Coordinate with the Senior Donor Communications Manager to align fundraising and editorial calendars, ensuring timely, mission-aligned donor communications and personalized cultivation efforts-including impact updates, milestone recognition, and outreach that enhances the donor experience. Write and support the execution of donor-facing emails solo or in partnership with LifeMoves agencies, ensuring messaging is engaging, personalized, and aligned with campaign goals and donor journeys. Create, maintain, and collaborate on optimizing donor journeys in partnership with Marketing for key segments such as first-time donors, monthly donors, and returning donors, with the goal of increasing engagement and lifetime value. Assist in sourcing compelling client and program stories by collaborating with Program staff and Marketing to highlight impact in donor communications and fundraising materials. Partner with the Impact Circle team to identify and cultivate annual fund donors with potential for increased giving, focusing on upgrade prospects who may be ready to deepen their commitment. Collaborate with the Events and Engagement team to develop and support strategies that convert volunteers and in-kind donors into financial contributors. Donor Support & Program Management Monitor and respond to donor inquiries received via email or phone, ensuring timely, accurate, and thoughtful communication that reflects LifeMoves values and commitment to donor care. Oversee the matching gift program, ensuring timely submission and processing while tracking revenue, promoting participation, and identifying opportunities to grow this funding stream. Provide event-related support as needed to help advance donor engagement and retention, in collaboration with a range of internal teams and external partners. Data & Reporting Analyze campaign and donor performance across all donor segments to refine targeting and retention strategies. Deliver clear, actionable reports and recommendations to internal stakeholders. Maintain oversight of budgets, timelines, vendor relationships, and financial performance for the annual fund program-ensuring all campaigns are executed on time and within budget. Qualifications QUALIFICATIONS Bachelor's degree or 3-5 years of experience in nonprofit fundraising, marketing, or communications, with a focus on individual giving. Demonstrated experience with digital fundraising-search, ads, email, web, and social-to acquire supporters and secure renewed or increased giving as well as a working knowledge of direct mail fundraising Strong project management skills and experience leading multi-channel appeal production in collaboration with vendors or agency partners. Excellent writing and storytelling skills, with a keen understanding of donor motivation and nonprofit messaging. Strong organizational skills and the ability to manage multiple deadlines and priorities. Comfort working with donor databases (Salesforce preferred), email marketing tools, and analytics dashboards. Ability to interpret donor data and apply insights to inform segmentation, targeting, and retention strategies. Customer service mindset and ability to communicate with empathy and clarity across channels. Passion for the mission of LifeMoves and a commitment to equity, inclusion, and community-centered engagement. Willingness to work occasional evenings and weekends for events or deadlines. COMPETIENCES: Team Leadership and Supervision: Guides, supports, and motivates team members to achieve goals. Effective Communication, Development and Feedback: Effectively communicates professionally and appropriately, based upon the audience and circumstances. Communicates facts, ideas, and emotions effectively. Provides and responds to feedback maturely. Mentors and supports team members' career growth and skill development. Workforce Planning and Succession Development: Identifies team talent needs and prepares employees for future leadership roles. Identifies team talent needs and prepares employees for future leadership roles. Capability Coaching: Building performance and potential by setting performance objectives, providing regular coaching and feedback, creating a learning environment, driving for results, tracking and evaluating performance, and creating relevant performance development plans with others. Client and Stakeholder Focus: Ensures teams deliver quality service to internal and external stakeholders. SUPERVISORY RESPONSIBILITIES N/A TRAVEL REQUIREMENTS Local travel may be required. PHYSICAL DEMANDS The physical demands described here represent those that an employee must meet to perform the essential functions of this position successfully. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk, hear, and communicate with both adult professionals. The employee must frequently use hands or fingers and handle or feel objects, tools, or controls. The employee must frequently stand, walk, sit, and reach with hands and arms. The employee must occasionally lift and/or move up to 50 pounds. Specific vision abilities this position requires include close vision, distance vision, and the ability to adjust focus. COMPENSATION AND BENEFITS This rewarding role offers a competitive annual base salary and an opportunity to participate in the LifeMoves benefits package. LifeMoves is an equal opportunity employer (EOE) committed to building a culturally diverse staff representing the communities we serve. We provide equal employment opportunities to all individuals without regard to age, race, color, religion, sex, national origin, political affiliation, marital status, physical or mental disability (non-disqualifying), sexual orientation, membership or non-membership in an employee organization, personal favoritism, lived experiences or any other non-merit-based factor. Candidates who are bilingual/bi-cultural, of color, Native/Indigenous, with disabilities, who identify as LGBTQIA+, or who are members of other marginalized groups are strongly encouraged to apply. We aim to create and sustain inclusive, equitable, and welcoming environments where everyone can thrive. This is not intended to be a complete list of all responsibilities, duties, or skills required for the job and is subject to review and change at any time, with or without notice, in accordance with the needs of LifeMoves. Since no job description can detail all the duties and responsibilities that may be required from time to time in the performance of a job, duties, and responsibilities that may be inherent in a job, reasonably required for its performance, or required due to the changing nature of the job shall also be considered part of the job holder's responsibility. If you require disability accommodation during the application process, please contact the Human Resources Department at **************.