Senior Strategy Officer

Job Title

Senior Strategy Officer

Job Description

About the Position

You’ll join a top-notch team and be responsible for executing on and supporting a large portion of the Principal’s charitable initiatives.


What you will do

You will engage in and support numerous aspects of the Principal’s charitable initiatives, working to expand and improve impact, communication, and collaboration throughout various portfolios.

The Senior Strategy Officer will work in support of the Chief of Staff on the following:

• Translating the Principal’s goals into strategies, defined metrics, and action plans (10%)
• Provide project management to support complex and unwieldy projects (50%)
• Manage information flow to support efficient decision-making for the Principal and related executive staff (20%)
• Quarterback grantmaking and related activities (20%)

Specifically, the Senior Strategy Officer will:

• Support large, cross-functional, organization-wide charitable projects or initiatives. This will include bringing together important stakeholders and helping drive decisions.
• Lead the approach to measurement and evaluation with a focus on the creation of an organizational dashboard for impact and organizational effectiveness of charitable efforts.
• Serve as the lead Program Director for complex and large-scale grants & programs. You will be responsible for fostering collaboration and providing project management support.
• Oversee existing grant portfolio and manage grant making staff.
• Assist in organizing relevant and necessary team meetings.
• Engage in research and analysis, make recommendations for action to support the Principal and Chief of Staff in making decisions
• Work with Chief of Staff to track the status of current and pipeline projects. This will include working directly with the Principal to review updates, prepare for major meetings, and assess key decisions.
• Work with other family teams, as requested, to identify and support opportunities for collaboration
• Work in partnership with internal staff to formulate and track performance indicators for assessing impact
• Other duties as assigned

This position will have responsibility coordinating and supporting the Principal’s charitable efforts, including:

Accountability: Delivering results and making sure others do the same
Collaboration: Working with internal and external partners for efficiency and effectiveness
Communication: Succinct, clear presentation of relevant information to support decision- making
Coordination: Ensuring seamless execution of the vision across a complex environment
Flexibility: Adapting projects and priorities on-demand to meet the Principal’s needs
Securing Required Resources: Including information, talent, and best practices both internally and externally
Strategy: Develop strategic frameworks to analyze problems and to guide and develop solutions


Who we are looking for

Qualifications required for your success

• A Bachelor’s degree; relevant master’s degree or higher preferred.
• 5-10 years of relevant experience with proven track record in charitable strategy planning, development, and execution
• Strong background in developing and deploying robust evaluation / reporting mechanisms
• Proven track record developing and managing multi-year, complex grants across a variety of topics and grantees
• Great relationship builder and able to deploy a variety of influencing skills
• Seasoned professional, with a strong strategy orientation, who has previously held several business and operational roles in fast paced and complex environments. Work experience should include success in a period of growth and/or transition.
• Ability to apply a variety of strategic frameworks to analyze problems and to guide and develop solutions.
• Ability to translate and communicate complex topics in a variety of forums, tailoring communications to effectively fit and influence the targeted audience; strong executive presence, presentation and communication skills.
• Ability to lead the entire range of problem-solving work from problem definition to analysis, recommendation, and the development of implementation plans.
• Operate with a clear sense of purpose and possess a natural instinct to seek out and tackle the next challenge.
• Demonstrated creative problem-solving abilities
• Knowledge of economic, financial, and accounting principles (e.g., experience navigating financial statements, an organization’s budget); familiarity reading legal documents
• Demonstrated experience in, and commitment to the areas of diversity, inclusion and equity
• Experience with management and staff development within a dynamic working environment

Personal attributes that support your success

• Ability to act as a trusted advisor to principals and colleagues while demonstrating expertise and integrity
• You are helpful, a team player, and show respect while collaborating with others
• You are results oriented and exercise sound judgment in your work
• A lifelong learner, who is inquisitive and solves problems with bold thinking and innovation
• You are dedicated to achieving excellence and work with others to tackle the tasks at hand


About the Walton Personal Philanthropy Group

The Walton Personal Philanthropy Group (WPPG) provides services to the family of Sam and Helen Walton to support their individual philanthropic activities. These services for the family and their related entities include program and grant management, strategy consulting and grant administration. WPPG is a part of Walton Enterprises, the family office of the Walton family.

About Walton Enterprises

Walton Enterprises supports the personal, philanthropic, and business activity for the Walton family. We are a family-led organization, supporting multiple generations of Sam & Helen Walton’s family.

Walton Enterprises is an equal opportunity employer and is committed to building and maintaining a culturally diverse workplace that is free of discrimination and harassment of any kind. We encourage women, minorities, individuals with disabilities and veterans to apply. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, age, veteran status, or any other status protected by the laws or regulations in the locations where we operate.

Basic Qualifications

• A Bachelor’s degree; relevant master’s degree or higher preferred.
• 5-10 years of relevant experience with proven track record in charitable strategy planning, development, and execution
• Strong background in developing and deploying robust evaluation / reporting mechanisms
• Proven track record developing and managing multi-year, complex grants across a variety of topics and grantees
• Great relationship builder and able to deploy a variety of influencing skills
• Seasoned professional, with a strong strategy orientation, who has previously held several business and operational roles in fast paced and complex environments. Work experience should include success in a period of growth and/or transition.
• Ability to apply a variety of strategic frameworks to analyze problems and to guide and develop solutions.
• Ability to translate and communicate complex topics in a variety of forums, tailoring communications to effectively fit and influence the targeted audience; strong executive presence, presentation and communication skills.
• Ability to lead the entire range of problem-solving work from problem definition to analysis, recommendation, and the development of implementation plans.
• Operate with a clear sense of purpose and possess a natural instinct to seek out and tackle the next challenge.
• Demonstrated creative problem-solving abilities
• Knowledge of economic, financial, and accounting principles (e.g., experience navigating financial statements, an organization’s budget); familiarity reading legal documents
• Demonstrated experience in, and commitment to the areas of diversity, inclusion and equity
• Experience with management and staff development within a dynamic working environment