Senior Manager, Strategy & Operations

The Role

The Senior Manager of Strategy & Operation role is anchored on process discipline, project execution, and operational rigor across the firm. This role is the internal driver of how we work, including improving processes, leading cross-functional projects to completion, supporting internal communications, and giving the VP a senior partner on cross-functional initiatives. It owns the work of making the firm run better as a whole.

Compensation

The base salary range for this role is $109,000–$130,000, commensurate with experience and qualifications. This position is also eligible for a discretionary annual bonus.

What You’ll Do:

Process Improvement

• • Identify where the firm is losing time, where handoffs are failing, and where work is being duplicated; design and drive improvements.
  • Lead operational and business-process redesign initiatives end-to-end.
  • Maintain operational documentation, runbooks, and process standards for repeatable work.
  • Identify where teams are losing time or struggling with workflow friction; partner with the Senior Manager, Business Systems & Data to evaluate whether tools or system changes would solve real business needs.
  • On any work that requires a system or tool change: own the operational redesign and adoption; the Senior Manager, Business Systems & Data owns the technical build.
  • Partner with the MSP on processes that touch IT and security execution such as onboarding/offboarding workflows, access management, change management, audit coordination, cybersecurity training, etc.
    
    Project Management
  • Lead operational and cross-functional projects end-to-end: scoping, planning, stakeholder coordination, execution, post-mortem.
  • Run project meetings, status reporting, and decision logs; bring blockers to the VP for resolution.
  • Coordinate technology projects in partnership with the MSP and Senior Manager, Business Systems & Data - running the project, not the technical work.
  • Support the VP on cross-functional initiatives, including company-wide planning cycles, goal-setting and tracking, and other firm-wide priorities.
    
    Internal Communications
  • Drive internal communications cadence across the firm: planning communication for major changes, coordinating firm-wide messages, supporting consistent flow of information across teams.
  • Coordinate firm-wide training and change management workshops to support adoption of new tools, processes, and ways of working.
  • Own the operational side of People Ops: onboarding and offboarding process design, performance and review cycle coordination in partnership with HR, professional development logistics in partnership with HR.
    
    Knowledge Management
  • Own the firm's approach to knowledge management: how we document what we know, where information lives, what standards apply, and how institutional knowledge is captured and preserved.
  • Define and maintain documentation standards across the firm - what gets documented (processes, decisions, deal structures, lessons learned), at what level of detail, and where it lives.
  • Establish and enforce a logical information architecture across our systems (Box, SharePoint, intranet, Salesforce) so people can find what they need without asking.
    
    Operational Support
  • Build trusted working relationships with leaders across both business lines (NMTC and Fund Services) and the President; serving as the operations function's connective tissue across the firm.
  • Take on cross-functional operational work that needs senior judgment but does not have a natural home elsewhere.
  • Provide the VP with monthly operational health reporting (project status, process improvement progress, organizational issues to surface).

Qualifications

• • 7-10+ years of operations, project management, or chief-of-staff-style experience. Comfortable in a small/mid-sized firm where roles flex.
  • Strong project management background - comfortable running cross-functional projects with senior stakeholders.
  • Process orientation - identifies friction, designs improvements, drives adoption.
  • Strong written and verbal communication. Comfortable being the messenger for cross-firm communications.
  • Comfort with ambiguity and self-direction. This is a senior IC role with broad scope.
  • People Ops fluency - comfortable with the operational pieces of HR, training, and change management.
  • Financial services or professional services background a huge plus.

Equal Employment Opportunity

Broadstreet Impact Services provides equal employment opportunities to all employees and applicants for employment and does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, ancestry, age, disability, genetic information, marital status, veteran status, or any other status protected by applicable law. In addition to federal law requirements, Broadstreet complies with applicable state and local laws governing nondiscrimination in every location where the company operates.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, compensation, benefits, training, discipline, and termination. Broadstreet expressly prohibits harassment or discrimination based on any protected characteristic. Conduct that interferes with an employee’s ability to perform their job or creates an intimidating, hostile, or offensive work environment will not be tolerated and may result in disciplinary action, up to and including termination.

Vice President, Capital (NMTC)

Interested candidates should upload a resume as part of their application and email both a resume and a cover letter outlining their relevant experience and interest in the Vice President, Capital role to talent@broadstreetimpact.com.

The Role

Broadstreet Impact Services is building a dedicated capital-raising function for its New Markets Tax Credit (NMTC) investing platform. The Vice President, Capital will lead outreach to institutional investors, owning the investor pipeline from initial pitch through term negotiation and final closing. You will join a platform backed by more than 20 years of NMTC program management, the largest cumulative federal NMTC allocation in the industry, and a growing investment management practice that partners with institutional investors to deploy NMTC equity at scale.

This is a high-impact opportunity for a relationship-driven dealmaker who can build strong institutional partnerships and translate investor engagement into committed capital. The role offers direct collaboration with Broadstreet’s fund structuring and NMTC deal teams, as well as regular access to senior leadership for investor-facing conversations, with the opportunity to help shape and grow a dedicated capital-raising function as the platform continues to expand.

What You’ll Do

Capital Raising & Pipeline Management

• Develop and execute a strategy to raise NMTC equity from institutional investors.
• Build and manage a rigorous investor funnel, moving leads from cold outreach to signed commitments.
• Create high-quality investor materials, including pitch decks and one-pagers, that articulate Broadstreet’s deep NMTC expertise, impact methodology, and differentiated platform.
• Maintain accurate investor data and forecasting to ensure a predictable flow of capital for the NMTC platform.

Deal Execution & Closing

• Lead commercial negotiation of term sheets and side letters, working with legal and tax counsel to protect investor and firm interests.
• Serve as the primary point of contact for investor due diligence, coordinating with Broadstreet’s NMTC deal team and compliance function to drive deals to close.
• Provide real-time feedback on market pricing and investor appetite to help structure competitive NMTC offerings.

Investor Stewardship

• Serve as the long-term face of Broadstreet for institutional investors, delivering a high-touch, professional experience across the full investment lifecycle.
• Partner with Broadstreet’s impact and fund administration teams to deliver financial and impact reporting that meets specific investor requirements.
• Identify opportunities to expand existing investor commitments into future funds or other Broadstreet-managed impact vehicles.

Additional Contributions

• For candidates with direct NMTC experience, the role may also include:
• Supporting deal-level transaction closings alongside the NMTC lending and investing team.
• Contributing to NMTC industry requirements, including allocation applications and advisory/oversight board management.
• Supporting general business development efforts across the broader team.

Who We’re Looking For

In your first 12–18 months, you will raise annual NMTC equity commitments from institutional investors and build a predictable, growing pipeline of capital for the platform. You will deepen existing investor relationships into multi-year, repeat capital partnerships while expanding Broadstreet’s NMTC ecosystem by bringing new institutional investors into the platform. As the platform continues to grow, this role will also create the opportunity to help build and lead a dedicated capital markets team.

• 5+ years in business development or capital raising with demonstrated success closing institutional investor commitments.
• Direct NMTC or tax credit equity experience is highly preferred. We will consider candidates with sophisticated structured finance, community development, or CRA-related backgrounds who can demonstrate a quick mastery of the NMTC program.
• Proven ability to originate investor leads, build and manage pipelines, and close commitments into investment vehicles.
• Exceptional ability to present complex financial products clearly to senior executives and investment committees.
• Established relationships with CRA-motivated banks, insurance companies, or other institutional NMTC equity investors.
• Familiarity with how institutional investors evaluate social impact alongside financial and tax returns.

Equal Employment Opportunity Statement

Broadstreet Impact Services provides equal employment opportunities to all employees and applicants for employment and does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, ancestry, age, disability, genetic information, marital status, veteran status, or any other status protected by applicable law. In addition to federal law requirements, Broadstreet complies with applicable state and local laws governing nondiscrimination in every location where the company operates.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, compensation, benefits, training, discipline, and termination. Broadstreet expressly prohibits harassment or discrimination based on any protected characteristic. Conduct that interferes with an employee’s ability to perform their job or creates an intimidating, hostile, or offensive work environment will not be tolerated and may result in disciplinary action, up to and including termination.