Description of the Position:

The Chief Financial Officer (CFO) provides leadership, vision, and oversight for Union’s financial operations encompassing sound, ethical, and transparent fiscal planning, financial management, and budgetary processes that ensure the long-term financial viability of the institution. The CFO assumes authority and responsibility for management of the financial affairs of the seminary, and establishes management priorities, policies, and procedures that will promote teamwork and collaboration and lead to the strengthening of the seminary’s financial resources and tangible assets. The Director of Finance position reports to the President.

The CFO serves as staff to multiple committees of the Board of Trustees and serves as the Treasurer of the institution.

Duties/Responsibilities:

• Implement approved goals, policies, and where appropriate, recommend, advise, and assist the President and the Board of Trustees in formulating policies governing the finances of the Seminary;
• Render advice to the President, the Board of Trustees, and senior staff, as appropriate;
• Assist the President in facilitating development of the Seminary’s planning processes focusing the development of its strategic or long-term plan, then developing those resources and relationships necessary to implement it;
• Manage the processes for financial forecasting and budgets, and oversee the preparation of all financial reporting
• Provide staff leadership for the Seminary’s governance processes with responsibility for meetings of the Finance, Audit and Investment Committee;
• Serve as the Treasurer for the Board of Trustees;
• Manage Seminary’s accounting, investing, and banking functions;
• Oversee campus renewal finances; work closely with the COO and Campus and Facilities Committee on the campus renewal project
• Awareness of market trends, and proven experience developing financial strategies that support key priorities;
• Be available for other assignments from the President;
• Represent the Seminary with the highest level of professionalism and integrity, embracing the Seminary’s core values in all interactions with senior leadership, trustees, members of the faculty and staff, students, alumni, parents, and friends.

Required Qualifications and Experience:

• Genuine passion for, and alignment with, the educational mission of the Union Theological Seminary;
• Undergraduate Degree in Accounting or Finance, as well as a Master’s Degree in Business or Administration;
• At least 10 years in progressively responsible financial leadership roles, with comprehensive budget and financial planning experience and responsibilities within a complex environment;
• Experience in Education, ideally, or in another non-profit environment, is preferred;
• Seasoned manager of people who is able to lead and support a diverse administrative team and is willing to roll up their sleeves;
• Successful experience in providing institution-wide leadership in budget development and budget management;
• Able to develop and execute plans to enhance and grow the Seminary;
• Capable of managing change and taking intelligent risks in a complex environment;
• Understanding of complex financial instruments;
• Solid negotiating skills;
• Knowledge of bursar and student account office services, including billing, collections and the related federal statutory compliance issues;
• Knowledge of the insurance industry with experience in risk management;
• Knowledge of enrollment management issues, particularly financial aid, and how they impact the finances of an institution of higher learning;
• Credit and criminal background checks are required for finalist candidates

Description of the Position:

The Chief Operating Officer (COO) provides leadership, vision, and oversight for Union’s business operations encompassing sound, ethical, and transparent processes that ensure the long-term operational viability of the institution. The COO establishes management priorities, policies, and procedures that will promote teamwork and collaboration and lead to the strengthening of the seminary’s operational capabilities.  The COO establishes and fosters an environment in which the seminary is able to meet current operational needs to create, sustain, and grow a vibrant learning community.  The COO reports to the President and is a key member of the seminary’s leadership team.  The following positions report to the COO:

• Senior Director of Campus Facilities Operations
• Director of Housing and Campus Services
• Security Manager
• I.T. (Dual reporting line, shared with the Office of Online Education and   Learning Innovation)

The COO serves as staff to multiple committees of the Board of Trustees and shall be an ex officio member of the Campus and Facilities Committee with voice but not vote.

Duties/Responsibilities:

• Implement approved goals, policies, and where appropriate, to recommend, advise, and assist the President and the Board of Trustees in formulating policies governing the operation of the Seminary
• Render advice to the President, the Board of Trustees, and senior staff, as appropriate
• Assist the President in facilitating development of the Seminary’s planning processes focusing the development of its strategic or long-term plan as it pertains to facilities management and operational capabilities
• Provide staff leadership for the Seminary’s governance processes with responsibility for meetings of the Campus and Facilities Committee and oversight of the campus renewal work
• Oversee the management of the Seminary’s physical plant, assuming primary ongoing responsibility for working with its facilities management firm and for planning and overseeing management of all major capital, repair, and preventative maintenance projects
• Oversee the Seminary’s Security Department and hold responsibility for the strategic leadership of all aspects of security including chairing all security committees
• Oversee the budget of the IT Department
• Oversee all existing and potential auxiliary enterprises
• Work with the Executive Team and Academic Office regarding space usage
• In conjunction with the Chief Human Resources Officer, help to manage the labor relations of Union, draft documents and negotiates transactions with third parties
• Oversee all Seminary operational agreements including service contracts, leases, operations agreements, and memorandums of understanding with third parties, including managing the future relationship with the condo association for Union’s faculty housing
• Serve as the first point of contact for all procurement, contract management, and oversite issues and concerns encompassing the life cycle of a contract providing services to support the Seminary
• Oversee the legal relationships with Columbia arising out of its historic affiliation as well as its contractual commitments
• Be available for other assignments by the President, as required
• Represent the Seminary with the highest level of professionalism and integrity embracing the Seminary’s core values in all interactions with senior leadership, trustees, members of the faculty and staff, students, alumni, parents, and friends

Required Qualifications and Experience:

• Genuine passion for, and alignment with, the educational mission of the Union Theological Seminary
• Undergraduate Degree, as well as a Master’s Degree in Business, Administration, or Facilities Management
• At least 10 years in progressively responsible operational leadership roles with a specialization in the facilities management and maintenance areas
• Possess expertise in contract management
• Awareness of OSHA guidelines, engineering standards, and NYC compliance mandates, including NYC Building and Fire Department Codes
• Experience in Education, ideally, or in another non-profit environment, is preferred
• Seasoned manager of people who is able to lead and support a diverse administrative team and is willing to roll up their sleeves
• Successful experience in providing institution-wide leadership in operational and facilities management
• Able to develop and execute plans to enhance the Seminary’s operational infrastructure
• Capable of managing change and taking intelligent risks in a complex environment
• Experience with major capital projects and real estate transactions
• Solid analytical, negotiation and general business skills
• Knowledge of, and successful experience with, a range of operational functions, including facilities management and information technology
• Able to model and support a strong service orientation in all aspects of campus operations
• Credit and criminal background checks are required for finalist candidates

Description of the Position

The Director, Center for Community Engagement and Social Justice, works at the direction of and collaboratively with the President, the Vice President for Administration and other senior leadership at Union to envision, execute, and realize success for strategic initiatives for the Center for Community Engagement and Social Justice.

 Duties/Responsibilities

• Leads the seminary’s organization-wide anti-racism work and Justice, Equity and Inclusion (JEI) Committee
• Create and build sustainable relationships with key social justice and social service organizations in New York City and beyond for the purpose of increasing Union’s involvement in, and support of, social justice work
• Develop noncredit bearing public programs that address a wide range of social justice issues
• Create an environment where community activism and engagement of pressing social justice issues is integrated into the life of Union and the local community
• As the Center for Community Engagement and Social Justice is established and evolves, priorities and responsibilities will be developed and shift as appropriate
• Provide support as appropriate to the new MA in Social Justice and new certificate programs related to Social Justice
• The Director will report to the President’s Office and will work closely with faculty, students and the following offices: the Academic Office, Online Education and Learning Innovation, Communications and Marketing, Admissions, Integrative and field-based education and Development

Minimum Requirements

Education – Masters required

Experience – 5-7 years leadership experience in community engagement or governmental organization envisioning and successfully executing and leading social change initiatives; developing and maintaining relationships across many types of organizations. 3-5 year experience advising student groups and organizations.

Skills – excellent written and verbal communication skills, with ability to advance the mission of the Seminary; a visionary who takes initiative to build program in collaboration with other leaders; excellent interpersonal and leadership skills; emotional and moral intelligence; the ability to engage on a high level with administration, faculty, students, and staff; strong analytical and systems-thinking abilities. Possess a deep understanding of a diverse student body and a demonstrated commitment to diversity and cross-cultural issues.

Position Summary:
The Major and Planned Giving Officer is a lead relationship and fund management position at Union Theological Seminary (“Union”) responsible for the planning, implementation, and execution of a strategy to attract major, planned, and legacy donors to partner with Union to fulfill their philanthropic and financial goals.

This position reports to the VP Development and Alumni/ae Relations and will work closely with the VP to expand Union’s relationships with current and prospective donors and professional advisors, educating them about Union philanthropic opportunities and charitable giving options

They will work to move current and prospective donors through the donor cycle including identifying, qualifying, engaging, evaluating, soliciting, recognizing and stewarding current and future major donors, planned giving prospects, and legacy donors.

Ideal Candidate:
Union is seeking a professional who is energized by being a critical member of a dynamic team helping to increase philanthropy at Union. The successful candidate must have the following:

• Deep commitment to philanthropy and higher education
• Proven fundraising success and 5 – 7 years of major gift and planned giving experience demonstrating initiative, self-motivation, and follow-through
• Technical and administrative self-sufficiency and high attention to detail are required  to maintain a moves management system (Raisers Edge) for identified donor prospects
• Excellent organizational and time management skills
• Proficiency in Microsoft Office Suite
• Exceptional verbal and written communications skills
• Ability and willingness to manage multiple tasks and priorities
• Congenial personality, sense of humor, self-aware, flexible, resourceful, emotionally intelligent, confident, self-motivated, and results-oriented

Candidates with professional affiliations and CFP, CAP, and/or CFRE certifications preferred 

Principal Duties and Responsibilities:

• Respond to inquiries from prospects, donor representatives and professional advisors regarding major, planned, and legacy gifts.
• Work collaboratively with Union’s communication team to develop new print and online materials about charitable giving options for prospective donors and professional advisors
• Conduct professional advisor and donor research; and draft and prepare fund agreements
• Maintain a high level of expertise regarding state and federal taxes, gift and estate giving methods and the legal aspects of charitable giving
• Provide Professional Advisors Services- Solicit and schedule meetings with professional advisors to educate them about Union. This will include individual meetings, as well as small and large group meetings and presentations (they can be in person or virtual)
• Promptly and accurately respond to professional advisor requests for information about Union services and charitable giving options
• Identify new professional advisors and track contacts with advisors and client referrals Employ an effective major donor prospect management system, assuming a portfolio of prospects for cultivation and engagement with a goal of encouraging new charitable funds, the development and stewardship of legacy gifts, and support of Union and our initiatives
• Develop and implement the organizational strategy for donor, fund holder and professional advisor education and engagement in partnership with the President, EVP, and VP Development and Alumni/ae Relations
• In collaboration with the President, EVP and the VP of Finance, serve as primary contact with legal counsel on issues related to unusual or complex gifts. Update the gift acceptance policies as needed.
• Participate in recognition events for current donors and fund holders, professional advisors, and legacy donors.
• Help design and participate in targeted prospective donor and professional advisor educational programs.
• Participate in the creation of annual development department plans, goals and strategies.
• Attend staff meetings and serve on internal committees as appropriate.
• Contribute to Union publications and marketing materials by providing data, reports, content and proofreading as needed. Contribute to communications content, when appropriate, including impact reports, press releases, blog posts, op-eds, and letters to the editor.
• Represent Union at meetings and events which may occur during or outside of normal work hours.
• Participate in all aspects of the gift cycle – initiate contacts with potential leadership and major gift donors, develop appropriate cultivation strategies, move potential donors in an appropriate and timely fashion toward fund creation, and maintain stewardship contact with donors.
• Work collaboratively with colleagues, volunteer leadership, and professional advisors (attorneys, wealth advisors, accountants, and trust officers) to cultivate and expand current giving by planned gift donors.
• Oversee process of establishing new funds by assisting donors in selecting philanthropic interests that complement and enhance donors’ goals.
• Support the giving interests and practices of our donors and fund holders, creating rewarding experiences and high impact results.
• Plan, implement, and evaluate donor cultivation and stewardship events such as small gatherings, luncheons, cocktail events, and educational opportunities to build partnerships with donors.
• Maintain a broad understanding of Union Theological Seminary and use this knowledge to maintain relationships with current, new, and prospective donors and fund holders.
• Other duties as assigned.

The duties listed above are intended only as illustrations of the various types of work that may be performed. The omission of specific statements of duties does not exclude them from the position if the work is similar, related or a logical assignment to the position.

Position Summary:

Reporting directly to the Vice President for Admissions and Financial Aid, the Enrollment Coordinator, Admissions and Financial Aid participates in the day-to-day operations of Union Theological Seminary’s admissions and financial aid office, which processes inquiries from prospective students to the Master of Divinity, Master of Arts, Master of Sacred Theology and doctoral programs for a nationally recognized theology program with an enrollment of approximately 250 students. Responsibilities include fielding general admissions and financial inquiries from prospective and current students, following up with incomplete admission and financial aid applications, entering enrollment and financial aid data into the college’s student information system, providing administrative support to the admissions, financial aid and enrollment process, and helping maintain records.

This position will be full time.

Principal Duties and Responsibilities:

Admissions Operations

• Provide student-centered, excellent customer service, welcoming students, faculty, and staff in person and through telephone and email
• Respond to daily mail, e-mail, telephone, and in-person requests from prospective students. Provide prospective students with guidance on completing admission, financial aid, and other related enrollment paperwork by assessing needs and asking appropriate questions.
• Receive enrollment documents submitted by students (applications, transcripts, test scores, financial aid supporting documents, etc.) in the student information system, evaluate for completion and forward to counterparts in the Registrar’s or Academic Office as needed.
• Communicate with all applicants that have started the application process about application components, timelines, and procedures and update them on what components we have received.
• Manage process to upload enrolled student data into the student information system and generate university identification numbers for all incoming students in a timely manner
• Prepare complete admissions applications for distribution to faculty admissions committee members.

Financial Aid Operations

• In conjunction with the Director of Financial Aid and Business Operations, process institutional scholarships, service positions, work study positions, teaching positions, awards, and stipends through PowerFAIDS for approximately 250 enrolled students.
• Collect, review, correct, and verify financial aid information. Research and resolve related problems. Track and maintain all financial aid records, including student loan promissory notes
• Advise current and prospective students on the financial aid process and matters concerning the cost of attending and available resources (application, eligibility, programs, etc.)
• Maintain a strong working knowledge of Federal and State financial aid programs, polices, and regulations

Administrative Support

• Provide general administrative support to the Vice President of Admissions and Financial Aid
• Assist with day-to-day administration and the school’s admissions or financial aid office.

Other responsibilities

• Maintain confidentiality of student records by following FERPA regulations, carefully monitoring student records at the workstation for security, and properly store all student records
• Maintain sensitivity, understanding and respect for a diverse academic environment, inclusive of students, faculty, and staff of varying social, economic, cultural, ideological, religious, and ethnic backgrounds
• When needed, participate in campus visitation programs, new student orientations, campus retention programs, and commencement events

MINIMUM QUALIFICATIONS: Bachelor’s degree required. Two years of experience required. Demonstrated accuracy in handling detailed work required. Demonstrated superior customer service and interpersonal skills and excellent written and oral communication skills required. Strong organizational skills required. Must demonstrate strong computer skills. Experience with PowerFAIDS preferred; experience with Salesforce EnrollmentRx and Blackbaud preferred. Excellent proofreading/editing skills required. Must be able to work under pressure on concurrent projects with frequent interruptions and minimal supervision.

Submission of a cover letter with a current resume is required.

Hiring Policy:

Union Theological Seminary, an equal opportunity employer, seeks a racially diverse, broadly representative faculty, staff, and student body that is sensitive to cross-cultural issues. The Union Theological Seminary community is diverse not only in race, age, gender, and sexuality, but also in geography, background, perspective, denomination, and even faith traditions. Union is set in the urban environment of New York City, which is a microcosm of the world, a place where the local and the global intersect. The seminary enjoys cooperative relations with other academic, cultural and church institutions in the Morningside Heights/Harlem neighborhood, as well as in the greater New York area and elsewhere.