Advisors are responsible for leading and managing all facets of client engagements and ensuring we meet and exceed client expectations.

Work can vary from helping a client develop a multi-year strategic plan, to facilitating diverse groups of organizational leaders to tackle social challenges, to helping a private sector leadership team refresh their organizational culture.

Our advisors are client and firm leaders who can apply a diverse set of professional and lived experiences to the betterment of organizations in our growing portfolio.

Advisors set client strategy, build trust with the client team, and oversee the tasks and deadlines of internal team members. Our teams are highly collaborative and cross-functional, meaning that advisors are expected to work on a wide array of projects, depending on their expertise and client need.

Advisors are also expected to uphold Trepwise values and practices in their work and must be comfortable thinking at a high level and coaching clients and other team members in implementing on-the-ground solutions. Advisors are required to have demonstrated expertise in nonprofit and/or business management, including, but not limited to, skills in organizational structure and culture, operations, and finance.

Client engagements vary in size and duration, but typical engagements may last several months to over a year. Trepwise team members are occasionally required to work evenings and weekends.

Beyond these responsibilities, we aim to enhance our culture with each hire. We encourage individuals to apply who share passion for our vision, mission, and values and enjoy contributing ideas on how we can become stronger as a team.

Advisors function as generalists, and are expected to achieve mastery of our four core approaches over time:

• Put people at the center.
  Our discovery process includes partnering with and listening to the people affected by a given issue. We look at every situation with a unique lens, checking biases and maintaining a people-centric, relatable focus. Because we believe good ideas can come from anywhere and anyone.
• Elevate the power of culture.
  Interpersonal dynamics and culture determine the impact of teams, organizations, or collaboratives. We facilitate meaningful conversations to identify strengths and gaps to build a foundation for collaboration for years to come. Because we believe that to shape strategy you need to start with culture.
• Model co-creation and responsiveness.
  We acknowledge organizations as living systems that are continuously evolving and ripe for transformation. We facilitate like nobody else, bringing stakeholders together to discover, ideate and navigate challenges through fun, engaging processes.
• Zoom out to understand the big picture.
  We explore interdependencies and patterns that affect strategy. We shape solutions that are rooted in the specifics of the issue at hand, but contextualize those details within the broader trends, movements, and community needs that shape our lives and our workplaces. Because we believe that solving complex problems requires being human-centered and context aware.

Essential Functions & Responsibilities

• Strategically own the client process and identification of challenges and opportunities using analytical frameworks, best practices, and innovative approaches.
• Manage engagements through the creation of project workplans, ownership of client and engagement team meetings, and monitoring and evaluation of project budgets.
• Lead in the development and delivery of client agendas, reports, presentations, and other materials.
• Use research (primary and secondary) and visualization tools to synthesize complex sets of quantitative and qualitative information to help solve client challenges.
• Lead the development of budgets and multi-year financial models and forecasts to inform non-profit and private sector planning.
• Review the work products of other team members for accuracy and completeness.
• Assist in the general management of the firm, as requested, including strategic planning, business development support, special projects, and training and professional development of associates.

Experience & Qualifications

• Master’s degree and 2-3 years’ experience OR 8+ years’ work experience in nonprofit/business management, management consulting, or related field.
• Experience in creating and leading diverse, effective, and productive teams of mission-aligned individuals.
• The demonstrated ability to collect information, identify opportunities for improvement, and frame a strategic solution to a problem.
• Experience managing the complexity associated with a client-driven consulting practice.
• Experience presenting and facilitating large gatherings of stakeholders.
• Experience managing others (e.g., a project team) required.

Compensation

$70,000 to $85,000, commensurate with experience. We also have a generous package of benefits, including maternity and paternity leave, and unlimited paid time off.