Principal, Partnerships; Financial Institutions Lead

Principal, Partnerships (Financial Institutions Lead)

Location
:
New York, NY – O.W. is building a New York City‑based team. The team works from our brand‑new Midtown Manhattan office space two days per week.

Compensation
:
Base salary range $130,000 – $155,000 per year (for New York City) plus a year‑end bonus contingent on individual performance and board approval.

We offer a comprehensive benefits package including health, vision, dental, unlimited paid time off, 401(k) with generous employer contributions, and 18 weeks of fully paid parental leave.

Founded in 2021, Ownership Works is a fast‑growing nonprofit dedicated to fostering economic wellbeing for workers and creating thriving workplaces through shared ownership. O.W. helps companies and investors implement employee ownership programs that align interests and build wealth.

We’re looking for an experienced, mission‑driven professional to lead the development and execution of two emerging strategic initiatives: the Financial Institutions Lead strategy to engage banks in the shared ownership movement, and the frontline worker program which leverages partner networks to increase adoption of shared ownership in industries with significant hourly workers.

This role is ideal for a strategic relationship builder passionate about economic justice and energised by cultivating networks, designing programs, and collaborating across sectors. Reporting to the Senior Director, Partnerships, you will play a key role in engaging and expanding our Partner Consortium.

• Experience building the partnerships function in a nationally respected nonprofit scaling rapidly in the economic justice space.
• Direct access to top leaders in finance and business.
• Deep expertise in employee ownership and movement‑building strategy.
• Opportunity to influence how America does business and make a difference for hundreds of thousands, potentially millions, of low‑ and moderate‑income employees.

• Become a subject‑matter expert on shared ownership and the financial institutions partnership strategy.
• Build trusted relationships with O.W.’s 20+ financial‑institution partners and develop new partnerships aligned with the organisation’s goals.
• Create and execute partner account plans, including educating investment bankers, engaging commercial bankers, hosting community‑banking events, and collaborating cross‑functionally to deliver high‑impact programs and content.
• Track metrics to evaluate program performance and partner satisfaction, and partner with the Advancement team on renewal strategies.
• Use Salesforce to track engagement and communications.
• Produce high‑value partner events (webinars, round tables, forums) and manage event logistics, materials, and follow‑up.
• Partner with Marketing & Communications to create branded content highlighting partnership impact.

Required

• 8–10 years in partnerships, client service, or strategic relationship management.
• Experience in financial services and the nonprofit sector.
• Passion for economic justice and the mission of Ownership Works.

Preferred

• Management consulting experience.
• Experience with Salesforce or other CRM systems.

• Relationship Building
  :
  Track record of building trust‑based relationships with external stakeholders.
• Events
  :
  Experience managing high‑quality virtual and in‑person events.
• Operational Excellence
  :
  Produces high‑quality, accurate work with attention to detail.
• Project Management
  :
  Effectively plans, organizes, and drives work forward, meeting deadlines.
• Initiative & Innovation
  :
  Identifies growth opportunities and drives improvement.
• Effective Communication
  :
  Communicates directly, clearly, and persuasively.
• Feedback & Learning
  :
  Actively seeks and applies feedback.
• Team Collaboration
  :
  Builds strong relationships cross‑functionally.
• Problem Solving
  :
  Combines analytical and creative thinking to solve complex challenges.
• Strategic Thinking
  :
  Anticipates future trends and develops long‑term solutions.

Ownership Works is an Equal Opportunity Employer and does not discriminate based on race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other legally protected status.

We use the federal E‑Verify system to confirm the employment authorization of all newly hired employees.