What are the responsibilities and job description for the Associate Director, Lifetime Financial Security Program position at Milken Institute?
About The Milken Institute
The Milken Institute is a globally minded, publicly supported, non-partisan, and nonprofit think tank headquartered in Santa Monica, with offices in Washington, DC, New York, London, Abu Dhabi, and Singapore. For the past three decades, the Milken Institute has served as a catalyst for practical, scalable solutions to global challenges by connecting human, financial, and educational resources to those who need them. Guided by a conviction that the best ideas, under-resourced, cannot succeed, we conduct research and analysis and convene top experts, innovators, and influencers from different backgrounds and competing viewpoints. We leverage this expertise and insight to construct programs and policy initiatives. These activities are designed to help people build meaningful lives, in which they can experience health and well-being, pursue effective education and gainful employment, and access the resources required to create ever-expanding opportunities for themselves and their broader communities.
The Milken Institute’s events and programmatic activities, involve the exchange of ideas with leaders from around the world. The Institute hosts more than 200 events each year, with our annual flagship event, Global Conference, bringing together 4,500 participants from around the world, featuring more than 900 speakers throughout 200 sessions over the course of the event.
About MI Finance
MI Finance is a part of the Milken Institute, a non-profit, nonpartisan think tank that helps people build meaningful lives in which they can experience health and well-being, pursue effective education and gainful employment, and access the resources required to create ever-expanding opportunities for themselves and their broader communities. More specifically, MI Finance promotes financial market understanding and works to expand access to capital, strengthen and deepen financial markets, and develop innovative financial solutions to the most pressing global challenges.
About The Position
Reporting to the Director of the Lifetime Financial Security (LFS) Program, MI Finance, the Associate Director, will be responsible for the following activities:
This position will work in a professional office environment on a hybrid schedule consisting of three (3) days per week reporting in-person to your respective office location (Tuesday – Thursday), with the remaining two (2) days working remotely. Please understand, this schedule is subject to change at the Institute’s sole discretion.
This person will also be required to travel occasionally to other offices and/or venues to assist with events as needed, requiring occasional work outside of traditional hours. International along with domestic travel is possible. Additionally, this position requires interacting virtually on a regular basis with Milken Institute staff based in other locations in the United States and around the world.
Note
The statements herein are intended to describe the overall nature and level of work being performed by employees and are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the employer.
We are interested in qualified candidates who are eligible to work in the United States. Please note, we are not sponsoring visas at this time, being authorized to work in the U.S. is a precondition of employment.
Please submit resume and cover letter illustrating how your experience and skills will contribute to the department and any unique qualities you bring to the position. If applying via Indeed, please upload your resume and any supporting documentation as one attachment. Any application that does not include both a resume and cover letter will be rejected. If you are unable to complete this application due to a disability, contact our Human Resources department to ask for an accommodation or an alternative application process.
Our Culture
The Milken Institute is proud to provide equal employment opportunities to all employees and qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national or ethnic origin, age, disability or status as a veteran.
Every person at the Milken Institute is treated with respect, supported with resources and training, and exposed to a broad range of experiences. We foster a space for growth with opportunities to share knowledge and passion with both clients and colleagues. We are committed to building a diverse workforce and creating an inclusive environment where everyone can thrive. Our leadership is actively involved in our commitment to diversity and inclusion, and fostering a culture that creates opportunities for everyone.
Benefits
The Milken Institute is a globally minded, publicly supported, non-partisan, and nonprofit think tank headquartered in Santa Monica, with offices in Washington, DC, New York, London, Abu Dhabi, and Singapore. For the past three decades, the Milken Institute has served as a catalyst for practical, scalable solutions to global challenges by connecting human, financial, and educational resources to those who need them. Guided by a conviction that the best ideas, under-resourced, cannot succeed, we conduct research and analysis and convene top experts, innovators, and influencers from different backgrounds and competing viewpoints. We leverage this expertise and insight to construct programs and policy initiatives. These activities are designed to help people build meaningful lives, in which they can experience health and well-being, pursue effective education and gainful employment, and access the resources required to create ever-expanding opportunities for themselves and their broader communities.
The Milken Institute’s events and programmatic activities, involve the exchange of ideas with leaders from around the world. The Institute hosts more than 200 events each year, with our annual flagship event, Global Conference, bringing together 4,500 participants from around the world, featuring more than 900 speakers throughout 200 sessions over the course of the event.
About MI Finance
MI Finance is a part of the Milken Institute, a non-profit, nonpartisan think tank that helps people build meaningful lives in which they can experience health and well-being, pursue effective education and gainful employment, and access the resources required to create ever-expanding opportunities for themselves and their broader communities. More specifically, MI Finance promotes financial market understanding and works to expand access to capital, strengthen and deepen financial markets, and develop innovative financial solutions to the most pressing global challenges.
About The Position
Reporting to the Director of the Lifetime Financial Security (LFS) Program, MI Finance, the Associate Director, will be responsible for the following activities:
- Conducting research, as directed by the Director and LFS Program lead, on a variety of topics related to financial security, including: retirement planning, financial education, debt management, early wealth building, women’s financial security issues, the feminization of wealth, defending against financial fraud and scams, global financial health issues, and more.
- Working closely with the LFS Program Director on planning for public and private panel discussions at Milken Institute events.
- Helping plan for and participate in meetings with financial security and retirement researchers and experts from financial firms.
- Assisting in drafting research reports, white papers, insights pieces, and talking points.
- Co-leading discussions at public and private events in coordination with the LFS Program Director, as needed.
- Preparing materials for use in media interviews.
- Preparing materials for outside events, policy dinners, and private dialogues.
- Assisting with strategic planning in conjunction with the LFS Program Director.
- Working with the LFS Program Director to maintain and facilitate MI Finance partnerships with key external organizations to advance core objectives.
- Assisting with developing and expanding program partner, stakeholder, and sponsor outreach.
- Other tasks as assigned by the LFS Program Director.
- Bachelor’s degree required; Master’s degree strongly preferred.
- General understanding of the US financial markets.
- Experience in or significant knowledge of one or more of the following: financial markets, financial policy, financial education, personal finance, economics, or retirement security.
- Ideal candidate will have 7-10 years of relevant experience
- Detail-oriented with the ability to balance high-touch stakeholder management and hands-on implementation.
- Excellent written and verbal communication skills.
- Strong interest in research and writing.
- Experience with outreach to high-level members of the financial services industry or financial experts preferred.
- Interest in public policy and public-private partnerships.
- Mature judgment and excellent critical thinking skills.
- Ability to work on event convenings, as needed.
- Cooperative spirit and desire to do meaningful work.
- Strong interest in harnessing finance as a force-for-good.
- A growth mindset with the goal of developing a career at an impactful, global think tank.
- A global perspective and interest in global issues.
- Outcome-focused and strategic: The chosen leader will be passionate about applied research, clear outcomes, internal team-building, and the value of strategic partnerships and innovation.
- Collaborative leaders: The winning candidate will have a proven track record for developing emerging talent and driving innovation in the policy and finance arena, both at the federal, state, and local levels.
- Analytical, creative, and rigorous thinkers: We are seeking a detail-oriented and flexible problem solver who can synthesize diverse streams of information and switch comfortably between academic and real-world thinking.
- Roll-up-your-sleeves executers and adaptive thinkers: MI leaders are comfortable with engaging in ambitious projects and for refinement and adaptation along the way to reach key metrics;
- Team players: MI leaders collaborate well with multidisciplinary teams across the Institute, comfortably taking leadership when necessary as well as following directions.
This position will work in a professional office environment on a hybrid schedule consisting of three (3) days per week reporting in-person to your respective office location (Tuesday – Thursday), with the remaining two (2) days working remotely. Please understand, this schedule is subject to change at the Institute’s sole discretion.
This person will also be required to travel occasionally to other offices and/or venues to assist with events as needed, requiring occasional work outside of traditional hours. International along with domestic travel is possible. Additionally, this position requires interacting virtually on a regular basis with Milken Institute staff based in other locations in the United States and around the world.
Note
The statements herein are intended to describe the overall nature and level of work being performed by employees and are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the employer.
We are interested in qualified candidates who are eligible to work in the United States. Please note, we are not sponsoring visas at this time, being authorized to work in the U.S. is a precondition of employment.
Please submit resume and cover letter illustrating how your experience and skills will contribute to the department and any unique qualities you bring to the position. If applying via Indeed, please upload your resume and any supporting documentation as one attachment. Any application that does not include both a resume and cover letter will be rejected. If you are unable to complete this application due to a disability, contact our Human Resources department to ask for an accommodation or an alternative application process.
Our Culture
The Milken Institute is proud to provide equal employment opportunities to all employees and qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national or ethnic origin, age, disability or status as a veteran.
Every person at the Milken Institute is treated with respect, supported with resources and training, and exposed to a broad range of experiences. We foster a space for growth with opportunities to share knowledge and passion with both clients and colleagues. We are committed to building a diverse workforce and creating an inclusive environment where everyone can thrive. Our leadership is actively involved in our commitment to diversity and inclusion, and fostering a culture that creates opportunities for everyone.
Benefits
- Health Care Plan (Medical, Dental & Vision)
- Retirement Plan - 403b (5% match)
- Life Insurance (Basic, Voluntary & AD&D)
- Paid Time Off (Personal, Vacation, Sick & Public Holidays)
- Family Leave (Maternity & Paternity)
- Fertility Support
- Short-Term & Long-Term Disability
- Flexible Spending Account (FSAs)
- Pet Insurance Discount
- Training & Development:
- LinkedIn Learning – over 15,000 self-guided classes offered
- Annual Mentor Program
- Wellness Resources:
- Employee Assistance Program
- CALM app membership
Salary : $82,000 - $122,000