What are the responsibilities and job description for the Associate, Lifelong Saving and Investing (LSI) position at The Aspen Institute?
About Us
The Aspen Institute is a global nonprofit organization whose purpose is to ignite human potential to build understanding and create new possibilities for a better world. Founded in 1949, the Institute drives change through dialogue, leadership, and action to help solve society’s greatest challenges. It is headquartered in Washington, DC, and has a campus in Aspen, Colorado, as well as an international network of partners.
FINANCIAL SECURITY PROGRAM
The Aspen Institute Financial Security Program’s (Aspen FSP) mission is to illuminate and solve the most critical financial challenges facing American households and to make financial security for all a top national priority. We aim for nothing less than a more inclusive economy with reduced wealth inequality and shared prosperity. We believe that transformational change requires innovation, trust, leadership, and entrepreneurial thinking. FSP galvanizes a diverse set of leaders across the public, private, and nonprofit sectors to solve the most critical financial challenges. We do this through deep, deliberate private and public dialogues and by elevating evidence-based research and solutions that will strengthen the financial health and security of financially vulnerable Americans. Visit our website: https://www.aspeninstitute.org/programs/financial-security-program/
About This Role
The Associate is a full-time position within the Lifelong Saving and Investing initiative at Aspen FSP. Through our Lifelong Saving and Investing initiative, we work to ensure that every person in America has the tools to build, protect, and leverage wealth across their entire lifecycle. Our work spans the lifecycle of financial security: from Early Wealth Building initiatives like Baby Bonds, 530A /"Trump Accounts," and 529s that provide children with a head start and young adults with capital; to strengthening Emergency Savings as a vital buffer against life’s volatility; and advancing Retirement Savings and Security to ensure long-term dignity and agency. By galvanizing a diverse network of policymakers, industry leaders, and researchers, we supply a wide range of leaders with the evidence-based insights and the networks they need to scale policy and market solutions that allow everyone in America to benefit from saving and investing in capital markets.
The Associate will report to the Senior Program Manager and will be a core member of the LSI team, working closely with the Director, Associate Director, and Senior Policy Advisor on the LSI team, and collaborating across the FSP team. The Associate will be responsible for contributing to research, writing, communications, relationship management, information gathering and synthesis, event planning and execution, and other activities of the LSI team and across Aspen FSP across a variety of issue areas of interest to FSP—including (but not limited to) wealth creation, financial systems, and the role of technology. The salary range for this position is $62,000 - $70,000. The role is based at Aspen’s Washington D.C. headquarters, with an in-office expectation of a minimum of 2x a week to collaborate with colleagues.
What You Will Do
Relationship Management and Leadership Engagement
While not a minimum or mandatory qualification, we strongly encourage candidates from historically underrepresented demographics, and those with first-hand experience of financial insecurity to apply for this role.
The Aspen Institute offers a generous benefits package including health, dental, vision, and prescription benefits, retirement benefits, and paid leave.
The Aspen Institute is an Equal Opportunity Employer and complies with all District and federal laws. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, or protected veteran or disabled status and will not be discriminated against .
If you would like to request a reasonable accommodation regarding the accessibility of our website, a modification or adjustment of the job application or interview process due to a disability, contact HRSupport@aspeninstitute.org or call (202) 736-5800.
The Aspen Institute is a global nonprofit organization whose purpose is to ignite human potential to build understanding and create new possibilities for a better world. Founded in 1949, the Institute drives change through dialogue, leadership, and action to help solve society’s greatest challenges. It is headquartered in Washington, DC, and has a campus in Aspen, Colorado, as well as an international network of partners.
FINANCIAL SECURITY PROGRAM
The Aspen Institute Financial Security Program’s (Aspen FSP) mission is to illuminate and solve the most critical financial challenges facing American households and to make financial security for all a top national priority. We aim for nothing less than a more inclusive economy with reduced wealth inequality and shared prosperity. We believe that transformational change requires innovation, trust, leadership, and entrepreneurial thinking. FSP galvanizes a diverse set of leaders across the public, private, and nonprofit sectors to solve the most critical financial challenges. We do this through deep, deliberate private and public dialogues and by elevating evidence-based research and solutions that will strengthen the financial health and security of financially vulnerable Americans. Visit our website: https://www.aspeninstitute.org/programs/financial-security-program/
About This Role
The Associate is a full-time position within the Lifelong Saving and Investing initiative at Aspen FSP. Through our Lifelong Saving and Investing initiative, we work to ensure that every person in America has the tools to build, protect, and leverage wealth across their entire lifecycle. Our work spans the lifecycle of financial security: from Early Wealth Building initiatives like Baby Bonds, 530A /"Trump Accounts," and 529s that provide children with a head start and young adults with capital; to strengthening Emergency Savings as a vital buffer against life’s volatility; and advancing Retirement Savings and Security to ensure long-term dignity and agency. By galvanizing a diverse network of policymakers, industry leaders, and researchers, we supply a wide range of leaders with the evidence-based insights and the networks they need to scale policy and market solutions that allow everyone in America to benefit from saving and investing in capital markets.
The Associate will report to the Senior Program Manager and will be a core member of the LSI team, working closely with the Director, Associate Director, and Senior Policy Advisor on the LSI team, and collaborating across the FSP team. The Associate will be responsible for contributing to research, writing, communications, relationship management, information gathering and synthesis, event planning and execution, and other activities of the LSI team and across Aspen FSP across a variety of issue areas of interest to FSP—including (but not limited to) wealth creation, financial systems, and the role of technology. The salary range for this position is $62,000 - $70,000. The role is based at Aspen’s Washington D.C. headquarters, with an in-office expectation of a minimum of 2x a week to collaborate with colleagues.
What You Will Do
Relationship Management and Leadership Engagement
- Contribute to managing partner relationships and communicate with partners (including Hill staff, financial services industry leaders, advisors, funders, collaborators, participants, and other stakeholders) in a timely, effective, and professional manner. Responsibilities will include coordinating, planning, and managing meetings and leading follow-up communications as needed.
- Support funder relations. Contribute to proposals and impact reports. May be asked to support funder meetings and communications.
- Attend relevant conferences, webinars, policy briefings, expert lectures, industry forums, and other events as needed, and share summary notes. This may occasionally require representing Aspen FSP and developing and making presentations at these events.
- Contribute to the planning and execution of meetings and events including roundtable discussions, digital public events, conferences, summits, receptions, presentations, etc. This may include content development, participant communications, researching potential speakers and participants; preparing presentations and talking points as well as materials for participants (bio books, agendas, etc.); communicating and coordinating with participants before, during, and after events; taking notes during events and preparing summaries of discussions; presenting and facilitating; and preparing and disseminating follow-up materials.
- As needed, work with LSI team colleagues and Aspen FSP event managers to support logistical elements of LSI meetings and events, including on-site set-up; preparing and disseminating correspondence regarding logistics guidelines for events; and preparing and disseminating follow-up materials related to events (meeting notes, handouts, etc.).
- Complete a variety of research tasks such as producing background memos and landscape analysis on emerging issues and content areas; identifying and analyzing data and statistics; scheduling, participating, note taking, and conducting thematic analysis for expert interviews and person-centered engagement activities; and tracking news and events.
- Contribute to research synthesis and thematic analysis as well as translation materials that can successfully convey insights to a broad range of non-technical audiences.
- Support and sometimes lead the development of publications and content for a variety of audiences, including writing and/or editing blog posts, op-eds, research issue briefs and reports, newsletters, slide decks for presentations, and social media posts.
- Collaborate with FSP’s communications team on outreach and dissemination strategies for deliverables and to develop additional, supporting content.
- BA degree in a relevant field (such as public policy, sociology, economics, political science, finance, business); or equivalent professional experience and training.
- Minimum 1-3 years of relevant professional experience.
- Commitment to the mission of the Aspen Institute Financial Security Program.
- Strong written and?oral communications skills in English.
- Excellent interpersonal and time management skills, and strong attention to detail.
- Ability to work both independently and as part of a close-knit, fast-paced, and diverse team.
- Committed to advancing equity, diversity, and inclusion through your work.
While not a minimum or mandatory qualification, we strongly encourage candidates from historically underrepresented demographics, and those with first-hand experience of financial insecurity to apply for this role.
The Aspen Institute offers a generous benefits package including health, dental, vision, and prescription benefits, retirement benefits, and paid leave.
The Aspen Institute is an Equal Opportunity Employer and complies with all District and federal laws. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, or protected veteran or disabled status and will not be discriminated against .
If you would like to request a reasonable accommodation regarding the accessibility of our website, a modification or adjustment of the job application or interview process due to a disability, contact HRSupport@aspeninstitute.org or call (202) 736-5800.
Salary : $62,000 - $70,000