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Form of workAs a UW employee, you have a unique opportunity to change lives on our campuses, in our state and around the world. UW employees offer their boundless energy, creative problem-solving skills and dedication to build stronger minds and a healthier world.
UW faculty and staff also enjoy outstanding benefits, professional growth opportunities and unique resources in an environment noted for diversity, intellectual excitement, artistic pursuits and natural beauty.
UW Finance encompasses the major central financial functions for the University of Washington, including Enterprise Services, Financial Accounting, Sponsored Financial Programs, Student Financial Services, and Treasury. The Assistant Treasurer for Endowments reports to the Sr. Associate Treasurer for Treasury Operations and is responsible for advising and counseling campus partners on complex gifts to the university.
POSITION PURPOSE:
Assistant Treasurer for Endowments will lead the area over endowments, externally managed trusts, deferred gifts, stock donations, and other related complex gifts to the University. They will be responsible for managing the day-to-day related processes, which support the research and educational activities of the University. They will oversee University relationships with banks and Kaspick, the University's external trust and deferred gift manager. They will also manage a staff member to oversee the endowment administration for the University.
We encourage applicants to apply even if they do not feel they satisfy all of the skills listed below; we understand that it will take some time for the successful applicant to strengthen specific position skills where needed, to learn about the university systems, campuses, and vendor collaborators, to develop a deep understanding of the UW Finance environment itself. You will join a supportive team that will partner with you in these efforts; we are an open, ethical, highly engaged, and collaborative community based on trust, transparency, and mutual respect. We believe in the importance of quality of life, embracing diversity, making a difference, and having fun.
Core duties:
Team Management:
Leadership:
Strategy/Program Development:
Duties & Responsibilities:
Strategy Development and Leadership
•Build bridges across the functional areas in the Treasury Office as well as to University process partners to ensure communication and implementation of cross-functional work is done efficiently and effectively so that complex gifts are accounted for in accordance with university policy
•Advise and partner with campus partners to create strategies regarding complex gifts, improving processes, and documenting procedures
•Partner with campus leaders in reviewing complex gifts, managing the endowment process, and working with external and internal stakeholders with regard to externally managed trusts.
Provide leadership and management to the Endowment team. Also, provide leadership to the Treasury Operations (TOPS) team in collaboration with the Senior Associate Treasurer:
•Manage the day-to-day operations of the endowment and complex gifts area
•Work with a diverse group of individuals
•Manage work and teams in a matrixed environment
•Responsible for management, staff development, and career enrichment of staff
•Train and cross train staff and other Treasury staff as needed to ensure organizational sustainability
Program Development and Management
•Provide counsel, oversight, and operational support on endowment processes. Advise on endowment set up, distribution strategies, implications, and any possible risks to the donor or to the organization. Provide input on endowment investment management.
•Consult and advise senior leadership and campus partners on complex gifts to the University and administration of the CEF investment pool.
oOversee all aspects of the CEF investment pool
oAssist in setting up and reviewing trust agreements and all related documentation for compliance with laws and UW policies
oWork with externally managed trusts at banks and with other institutions that are part of the trust agreement to partner with them to come to decisions on stewarding these trust assets for the university
•Ensure the accuracy of the consolidated endowment pooland the information contained in Workday.
•Manage and ensure contributions and distributions are done accurately for all of the endowments for the UW.
•Review and ensure these deferred gifts are set up and distributed correctly on an annual basis or when terminated. Consult with planned giving colleagues when new gifts are being received or potentially impacting the University.
•Review and ensure that donations are done according to policy, works with donors on complex stock donations, ensure timely liquidation of positions.
•Consult with process partners across campus (Advancement, GCA, financial accounting).
•Collaborate with the FIN Operations team to implement and stabilize the Workday ERP system.
•Continually implement process improvement utilizing our external partners as well as technology to accomplish developed objectives.
Other duties as assigned
•Train and cross-train staff within Treasury and UW Finance
•Ad hoc projects and other duties as assigned
Requirements:
•Bachelor's degree in Business, Finance, or related field and 5 years of progressive experience with endowments, complex gifts, or fostering fundraising relationships. Experience in fundraising is preferred, but not required. Equivalent combination of education and experience from which comparable knowledge and skills have been acquired may substitute for a degree.
•2 years of progressively responsible leadership/management experience; demonstrated commitment to developing others to become leaders.
•Excellent analytical and exceptional project management skills
•Excellent communication, verbal, and written skills.
•Demonstrated experience in working on diverse groups and teams; respects, values, and contributes to UW Finance and UW's commitment to diversity, inclusion, and equity.
Desired:
•CTP, CTA, CPA, or other advanced credentials or degree
•Workday experience
•University of Washington or higher education experience
•Experience with institutional advancement, including experience managing a portfolio of major donors and major gift requests
Application Process:The application process may include completion of a variety of online assessments to obtain additional information that will be used in the evaluation process. These assessments may include Work Authorization, Cover Letter and/or others. Any assessments that you need to complete will appear on your screen as soon as you select "Apply to this position". Once you begin an assessment, it must be completed at that time; if you do not complete the assessment, you will be prompted to do so the next time you access your "My Jobs" page. If you select to take it later, it will appear on your "My Jobs" page to take when you are ready. Please note that your application will not be reviewed, and you will not be considered for this position until all required assessments have been completed.
Committed to attracting and retaining a diverse staff, the University of Washington will honor your experiences, perspectives and unique identity. Together, our community strives to create and maintain working and learning environments that are inclusive, equitable and welcoming.
The University of Washington is an affirmative action and equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, age, protected veteran or disabled status, or genetic information.
To request disability accommodation in the application process, contact the Disability Services Office at 206-543-6450 or dso@uw.edu.
Applicants considered for this position will be required to disclose if they are the subject of any substantiated findings or current investigations related to sexual misconduct at their current employment and past employment. Disclosure is required under Washington state law.
