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Senior Manager, Development Policy and Impact
Self-Help Credit Union in Durham, North Carolina
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Date Posted 04/10/2020
Employment Type Fulltime
Application Deadline Open until filled

Self-Help is a leading national community development financial institution headquartered in Durham, NC. Since 1980, Self-Help has provided $8.5 billion in financing to 159,000 families, individuals and businesses. It helps drive economic development and strengthen communities by providing responsible financial services; lending to individuals, small businesses and nonprofits; developing real estate; and promoting fair financial practices across the nation. The Self-Help family of nonprofit organizations includes Self-Help Credit Union, Self-Help Federal Credit Union, Self-Help Ventures Fund and the Center for Responsible Lending. Through its credit union network, Self-Help serves over 150,000 people in North Carolina, California, Chicago, Florida, Wisconsin, and South Carolina. Learn more at, and


Role Overview:

Self-Help is seeking an experienced and driven Development professional to join our team in Oakland, California as the Senior Manager, Development, Policy and Impact.  This newly created position will lead the work of the Development, Policy and Impact (DPI) team in California, manage California-based staff and represent the national DPI team as a Team Leader at Self-Help Federal Credit Union (one of Self-Help’s four principle organizations.) The work of the DPI team includes:

  • Development -- raising and managing grants, deposits and other impact investments.
  • Policy -- building relationships with and representing Self-Help and its views with peers, partners and policymakers.
  • Impact -- understanding, analyzing and using the data generated by our work to communicate our impact to stakeholders.

The Senior Manager, DPI will also participate in the strategic planning and execution of DPI activities that support Self-Help’s work nationally, working in close collaboration with executive leadership at Self-Help Federal Credit Union in California, DPI leadership in North Carolina, and colleagues across the country.  Consistent with Self-Help’s “player/coach” model, the Senior Manager will lead, manage and participate directly in the organization’s DPI work. 


Essential Responsibilities:

  • Supervise the California-based members of the DPI team, (currently 3).
  • Coordinate team management with Durham-based DPI leadership and Self-Help Federal California-based leadership.
  • Oversee the hiring and development of California DPI staff.
  • Lead the development of, and ensure the achievement of, the strategic plan that informs the setting of goals, distribution of responsibilities, and selection of primary targets for development efforts. The focus will be on California-based activities, but will also include support for Self-Help operations in the Midwest (Chicago and Milwaukee) and across our national footprint.
  • Contribute actively to the DPI teams’ efforts to prospect for, cultivate, and write major grant and investment proposals.
  • Identify funders that have significant overlap in geographic and thematic interests and work to cultivate relationships with key staff members (program officers, directors, board members, etc.) to lay the groundwork for future proposals and other collaboration.
  • Provide guidance and support in the stewardship of existing grants, investments and deposits and a more direct role in the management of some of our most critical funding relationships.
  • Support branches and branch leadership in their efforts to raise and steward mission supportive depositors.
  • Manage the cultivation of individuals, families and organizations with the potential to make large investments.
  • Develop, monitor and support communications used by DPI staff members to recruit, steward and report to funders.
  • Coordinate with all of our organizational community development strategies to develop and engage partners and allies within the communities we serve.
  • Specifically engage with the credit union industry and CDFI community to help Self-Help collaborate effectively in both our development and policy work.
  • Coordinate collaboration strategies with California leaders and staff in our research and policy affiliate, the Center for Responsible Lending.
  • Raise the visibility of Self-Help and create learning and programmatic opportunities, by speaking and participating at local, state, and national meetings, conferences, peer exchanges and other gatherings.
  • Support the teams’ efforts to continually improve our methods and systems for measuring the impact of our work and strategies for effectively communicating our impact both internally and externally.
  • Oversee and support successful funder reporting activities for which California DPI staff are responsible.


Credentials, Experience and Skills:

  • Bachelor’s degree (or relevant additional work experience.)  Advanced degree/certification a plus.
  • At least 10 years’ experience in financial services, community economic development, social justice and/or other related fields.
  • At least 5 years’ experience in nonprofit management, preferably with responsibility for development activities – fundraising, capital raising, client development, grant writing, etc.
  • Demonstrated success in managing staff.
  • Salesforce or other CRM experience.
  • Strong commitment to our mission – creating economic opportunity for traditionally underserved communities.
  • Preference for working in organizations that strongly prioritize teamwork and collaboration.
  • Data analysis skills and experience, particularly related to housing, financial services, asset building or economic development programs.
  • Proficient with MS Office Suite (Word, PowerPoint, SharePoint).  Advanced/Intermediate skill level with Excel.
  • Excellent writing, editing and verbal communication skills.
  • Good quantitative skills; excellent interpersonal skills (in person and on the phone); flexible and team player.
  • Ability to build and/or expand networks and referral sources that support the work of DPI and other teams.
  • Ability and willingness to travel and work evenings and weekends.


Physical Requirements:

Frequently requires use of manual dexterity and repetitive motions, primarily with the wrists, hands, and/or fingers.  Must be able to occasionally lift and exert force of up to 40 pounds.



Competitive nonprofit compensation, based on experience, plus a generous benefits package.

Self-Help is committed to providing equal employment opportunities to all persons, regardless of race, religion, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, sex, gender, gender identity, gender expression (including transgender status), age, sexual orientation, military and veteran status, class or family status.

*Please mention to employers when applying for this job*
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