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Associate/Senior Associate Consultant
Associate/Senior Associate ConsultantMarts & Lundy • San Francisco, CA, US
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Associate / Senior Associate Consultant

Associate / Senior Associate Consultant

Marts & Lundy • San Francisco, CA, US
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  • [job_card.full_time]
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Associate Or Senior Associate Consultant

Marts&Lundy is currently hiring for the position of Associate or Senior Associate Consultant. The level of the position will be determined by the qualifications and experience of the final candidate. Pertinent details regarding the firm and the position follow.

Founded in 1926, Marts&Lundy is one of the most experienced and trusted consulting firms serving mission-driven organizations around the world. For nearly a century, we have partnered with nonprofits to shape ambitious visions, strengthen fundraising performance, and build the capacity needed for long-term success. Based in the United States, Australia, Canada, and the United Kingdom, our team brings deep experience across higher education, healthcare, independent schools, and arts and culture. We combine data-informed insight with practical, creative strategy to help our clients advance their missions and achieve meaningful results. Our integrated counsel spans campaign planning, board development, annual to transformational giving, strategic planning, prospect management, analytics, communications, and talent development. We believe in philanthropy's power to transform not only the institutions we serve but the communities and causes they support. Marts&Lundy is committed to a culture of forward-thinking teams that implement today's best solutions while developing tomorrow's next innovation.

Job Summary

The Associate / Senior Associate Consultant is an individual with experience in a nonprofit setting who has the desire to apply their knowledge and skills to benefit an array of Marts&Lundy clients and to develop their skills in the world of philanthropic consulting. This person will serve in key roles on client teams providing excellent project management, analysis and writing, production of client deliverables, and support to our consultants.

A core focus of this role is the ability to navigate and contribute meaningfully within large, complex organizations, including universities and colleges, healthcare institutions, independent schools, and arts and culture organizations across the United States, Asia-Pacific, Canada, the United Kingdom, and elsewhere. The successful candidate will demonstrate comfort with organizational complexity, including multi-layered decision-making structures, diverse stakeholder groups, and nuanced institutional cultures. They will be adept at synthesizing information, managing ambiguity, and driving progress in environments where influence and collaboration are key.

The individual will report to our Chief Operating Officer and will work closely with consultants at all levels as part of teams to enable our clients to be successful in meeting their missions. This position offers career advancement and opportunities for growth and mentorship from experienced development and consulting professionals. This is a remote position, and the finalist will work from their home office. Occasional travel to conferences or client locations will be required.

Key Responsibilities

  • Contribute actively to client projects such as campaign planning, development assessments, and training programs.
  • Collaborate with the lead consultant to develop project timelines and deliverables.
  • Gather and organize client data and background materials to support project goals.
  • Provide clients with tools and templates (e.g., interview request communications) to facilitate engagement.
  • Serve as a primary liaison for client communications, including scheduling meetings, preparing meeting agendas, and documenting follow-up actions.
  • Coordinate with project managers to schedule interviews and ensure consultants have the necessary materials and logistical support.
  • Conduct interviews with client prospective donors, philanthropic leaders, and internal stakeholders as needed.
  • Compile interview notes and data, and support the development of preliminary findings and draft reports.
  • Assist in preparing final reports and presentations in collaboration with the lead consultant.
  • Support informal benchmarking and respond to client data requests.
  • Monitor project timelines and budgets in coordination with project managers.

Business Development and Internal Collaboration

  • Participate in proposal development and sales presentations alongside consultants and Client Relations.
  • Analyze and synthesize organizational data (e.g., budgets, fundraising history, staffing, campaign performance) to inform assessments and planning studies and in collaboration with Philanthropy Insights and Analytics.
  • Develop organizational charts, timelines, and presentations for internal and external meetings.
  • Key Requirements

  • Proven ability to manage multiple projects simultaneously with exceptional organization and attention to detail.
  • Experience working within or alongside large, complex organizations; comfort navigating layered decision-making and diverse stakeholder environments is strongly preferred.
  • Demonstrated analytical and strategic thinking skills, with the ability to synthesize data and insights into actionable strategies and recommendations.
  • Strong written and verbal communication skills, with the ability to engage effectively with clients and colleagues.
  • Ability to independently implement projects from inception to completion, meeting deadlines in a fast-paced, detail-driven environment.
  • Technical proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint); familiarity with Monday.com and exposure to AI tools and Power BI is a plus.
  • Deep understanding of and commitment to the advancement of philanthropy.
  • Bachelor's degree required.
  • Minimum of 5 years of experience in a development or fundraising office and / or philanthropy consulting.
  • We offer a competitive compensation and benefits package that includes medical / dental / vision / life and disability, retirement, employee stock ownership plan, and a generous holiday / vacation policy. It is anticipated that this person will work remotely with the necessary equipment and supplies to perform their duties provided by Marts&Lundy. This position will require occasional project-based travel and may include overnight and airplane travel for several days during the week.

    We are committed to diversity and building an equitable and inclusive environment for people of all backgrounds and experiences. Marts&Lundy will not discriminate based on age, race, color, gender, marital status, sexual orientation, gender identity, national origin, or religion. We especially encourage members of traditionally underrepresented communities to apply, including women, people of color, LGBTQ+ and non-binary people, veterans, and people with disabilities.

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