OverviewOwnership Capital Lab is seeking a Senior Manager, Innovation Lab to lead core investment and product development work across a small portfolio of EO financing vehicles that the Innovation Lab is actively moving from concept to validation, pilot and launch. This role sits at the intersection of investing, product design and market-building, with a strong orientation toward mainstream capital markets.Time allocation snapshot20%: Portfolio execution & Innovation Lab leadershipDriving Innovation Lab initiatives through stage gates; coordinating pilots; supporting fundraising materials; managing timelines, partners and internal decision points50%: Market validation & partnership engagementField and investor outreach, diligence conversations, partnership and investor assessment and engagement, and synthesis of investor feedback to inform product design30%: Financial modeling & product design, pilot & launchFund or solution financial modeling, capital stack design, scenario analysis and development of investment materials2. Market validation and investor & partner engagementSummary: Advance EO investment concepts from early-stage ideas to market-ready products through a disciplined innovation process, while managing a portfolio of concurrent initiatives with rigor and accountability.Lead field and investor outreach, including structured diligence conversations with investors, fund managers, intermediaries, and advisors to test appetite and refine product designsSynthesize investor and partner feedback to directly inform product-market fit, fund structuring and capital stack designAssess, structure, and support strategic partnerships, from early exploration through pilot and launchGenerate actionable insights that shape fund design, operating models and go-to-market strategies3. Financial modeling & fund structuringSummary: Build and refine financial models that underpin EO investment products or solutions, informing capital stack design, scenario analysis and investor-facing materials.Develop fund-level and transaction-level modelsDesign and analyze capital stacks, including scenario analysis across risk, return, leverage and catalytic capital dynamicsUse modeling outputs to inform product design decisions, pricing and structuring tradeoffsSupport development of investment memos, pitch decks, and fundraising materials (both philanthropic and investment capital) tied to Innovation Lab productsExamples of projects on deck (2026)The Senior Manager, Innovation Lab will help advance a focused portfolio of high-priority initiatives, including the following, in some cases with support from outside resources:Field-wide senior debt solution (pilot): Support validation, pilot execution, and investor engagement for a senior debt product to expand EO financing access, likely in partnership with Calvert Impact.Personal guarantee gap solutions (prototypes): Develop and test financing approaches that reduce or replace personal guarantees for EO companies unable to access traditional ESOP bank loans.DAF activation strategy: Segment and prioritize DAF holders (over $326B in assets), map leverage points in the DAF ecosystem, and design targeted messaging and activation pathways for DAF corpus investing.EO financial data benchmarking (scoping): Complete scoping and advance a shared financial data benchmarking solution to support EO funds and investors.QualificationsThis role may be a strong fit if you come from private equity, private credit, or a similar investing background or financial services product development, and are interested in applying those skills to employee ownership and market-building.5+ years of experience in investing, private equity, private credit, structured finance or related fields, or financial services product development / managementAbility to understand market dynamics and user needs—and translate those insights into well-scoped, investable products and solutionsAbility to evaluate investment opportunities, build and interpret financial models and assess risk-return tradeoffsStrong written and verbal communication skills, with comfort engaging investors, fund managers and senior partnersExperience translating complex financial concepts into clear insights and recommendationsAbility to manage multiple priorities and deadlines with consistency and judgmentPreferredExperience in impact investing, philanthropy, community development or economic justiceFamiliarity with employee ownership, small business finance or business transitionsHow you workYou are goal-oriented and able to stay focused on and successfully drive towards near-, medium- and long-term milestonesYou are deeply interested in how to creatively apply finance and investing to help employee ownership to scaleYou understand fund structures and capital stacks; experience with LBOs, private debt, or loan funds is a plusYou are an innovative thinker, always looking for creative approaches to potential roadblocks that others may not considerYou bring strong people skills and can build trust across diverse stakeholdersYou’re excited to work with a small, very agile, remote, fast-moving and sophisticated teamAreas where you shineYou work independently yet know when to connect about key details and for input, guidance, direction and feedbackYou aren’t shy about tracking down information, finding people to answer your questions and reaching out to others for their advice and inputYou sweat the small stuff, and never let a detail fall through the cracksYou’re hungry to learn: You want to dive in deep and really learn and understand employee ownership and employee ownership investing. No prior employee ownership background is required.You make things happen. When you say it’s taken care of, it is not only done, but done well.The team is fully remote. This job will be remote, with travel, as needed, for in-person events and gatherings. We are ideally looking for somebody who can work regular business hours in the Pacific or Mountain time zone with ability to sometimes flex the schedule earlier to accommodate Eastern or Central time zones as needed.TO APPLYApplication website: To learn more and to apply please select "apply now".
.Application materialsWe ask you to submit a cover letter, resume, and short writing sample (no more than 5 pages). In your cover letter, please explain what motivates you to work with Ownership Capital Lab, and how your experience, skills and commitment will advance our work to build the Ownership Economy and Ownership Investing.
Through the application website, you will also be asked to answer a few short questions.Application TimelineApplication is rolling, with priority given to applicants who submit by the end of day, Thursday, February 5th, at which point the application may be closed. Ideal start date: April 1, 2026.About The ImPactThe ImPact is a global membership community for families committed to aligning their assets with their values. We are a nonprofit organization, registered in the United States in 2014. Our mission is to help families make more impact investments more effectively; our purpose is to improve the probability and pace of solving social and environmental problems by increasing the flow of capital to investments generating measurable impact.Today, The ImPact connects a community of more than 90 families from 20 countries on five continents. We gather at global summits, regional convenings, dedicated working groups, and immersive field trips. Everything The ImPact does is built on a foundation of peer-to-peer exchange: members share knowledge, insight, and opportunities to convert their interest in impact investing into action. Whether they are beginners or leading experts, The ImPact works with families to build a customized plan of membership that will provide the experiences, best practices, and relationships they need to progress toward their impact goals. Our operations are funded through members’ annual contributions and grants and donations from families and foundations keen to support its work or specific projects. We are committed to supporting emergent collaboration by our members to push on the frontiers of impact finance. New projects and initiatives are developed in “The Lab,” The ImPact’s incubator for research and co-creation of innovative, impact-driven initiatives that are unlikely to otherwise occur. Lab projects come in many forms, but they all address significant gaps in local, regional, or global impact investing markets and ecosystems. They push on significant points of leverage of the financial system and are designed to have impact beyond themselves. Since 2021, The ImPact Lab has supported the launch of four major initiatives: Trimtab Impact, the Transformation Capital Initiative, the Ownership Capital Lab, and the Innovative Finance Initiative. Learn more about The ImPact at https://www.TheImPact.org/.The ImPact is an Equal Opportunity Employer. The ImPact is committed to the principles of equal employment opportunity and to compliance with all federal, state, and local laws concerning employment discrimination, including the Americans with Disabilities Act. To this end, The ImPact ensures equal opportunity to all employees and applicants regardless of race, color, age, gender, sexual orientation, religion, marital status, national origin or ancestry, citizenship, lawful alien status, physical, mental, and medical disability, veteran status or liability for service in the United States Armed Forces.
