Vice President
Position Description


About PPI

The Pacific Pension & Investment Institute (PPI), a non-profit educational organization based in San Francisco, has held forums for over two decades that inform the investment decisions of the world’s major institutional investors as they relate to Asia, the Pacific Rim and the world. These forums, exclusively for members, are conducted in a collegial, trusted, and marketing-free environment, which allows in-depth and off-the-record dialogue. This tradition of thought leadership and candid conversation are coveted aspects of the PPI experience.

PPI is a global organization with individual and institutional members from leading pension funds, endowments, foundations, commercial asset management and other investment experts. Our members’ investment decisions impact the prosperity and security of hundreds of millions of beneficiaries and stakeholders today and for future generations. With over $15 trillion (US) in assets under management, advisement and administration, our membership represents a powerful force in the global economy.

Position Summary

PPI is seeking an entrepreneurial, visionary leader who can thoughtfully and collaboratively help guide and to grow the organization. The vice president serves as deputy to the president of PPI. The vice president supports the president in managing the operations and strategic initiatives of PPI in five functional areas: Programs, Membership, Communications, Finance, and Strategic Partnerships.  When the president is traveling, the incumbent will oversee the day-to-day operations of the San Francisco office.  In collaboration with the board and president, the vice president will continuously evaluate the organization’s alignment with its mission, culture and value proposition as well as its performance with the objective of maintaining the highest standards.

The vice president helps to ensure that PPI follows its long-term strategy that will achieve its mission, and toward which it makes consistent and timely progress. The vice president supports the president in providing leadership in developing strategic, programmatic, organizational, and financial plans with the board and management, and in carrying out plans and policies authorized by the board in a timely and accurate manner. The vice president will also help develop and implement strategies to identify and secure new sources of revenue for PPI, and help build and sustain strategic partnerships and alliances across the spectrum of PPI’s audience and stakeholders in order to grow new programmatic and membership development opportunities for the organization.

The vice president will collaborate with the president, the senior program and knowledge director, and the program director to develop and execute the Institute’s programming. This includes venue selection, theme/speaker selection and communication. This also entails managing pre-roundtable venue logistics and planning the on-site management of all aspects of the roundtable experience.

The vice president will manage the Institute’s membership functions including reviewing and recruiting prospective members; staffing all Membership Committee meetings, working with the committee chair to organize, communicate and reach the Institute’s membership goals.  

The vice president will collaborate with the president and the communications director to continuously evaluate and refine the Institute’s communications strategy based on the needs of our membership.  Specific responsibilities include providing guidance on the type, frequency and content of the messaging as well as reviewing for accuracy.

The vice president will collaborate with the president and the finance director to continuously monitor the Institute’s income and expenses to meet PPI’s overall financial goals.  The vice president will proactively help to control expenses while sustaining the high standards associated with the Institute’s functions. Under the leadership of the board and president, the vice president will execute any activities that are associated with new or diversified revenue streams.

Strategic Partnerships
The vice president will oversee and manage the communications and operations associated with PPI’s institutional partners.  Included in that responsibility are any efforts to deepen and broaden the organizational relationships as they align with PPI’s mission; and to explore opportunities with new and existing partners that benefit the organization’s reputation, finances and/or programs.

Minimum qualifications:

  • An advanced degree in business management, finance, international affairs, or communications;

  • Experience operating at a high-level within institutions and in challenging professional environments;

  • At least eight years of experience that gives one detailed understanding of international markets;

  • Excellent public speaking and writing skills with a strong comfort level in engaging directly with diverse groups of stakeholders;

  • Experience leading and managing successful programs and events;

  • Budget management experience;

  • Significant board-level interaction and management experience;

  • The legal ability and willingness to work in the United States and be based in San Francisco, California;

  • Ability and willingness to represent PPI during domestic and international travel;

  • Be an inclusive motivational leader to nurture staff growth and development and promote high performance and accountability;

  • Ability to champion an organizational culture that attracts, retains and motivates a diverse, highly qualified staff to execute PPI’s mission;

  • Experience across the public, private and non-profit sectors;

  • Experience in strategic planning and implementation;

  • Entrepreneurial spirit and a record of achievement and accountability;

  • Demonstrated ability to juggle multiple assigned tasks and projects; and

  • Unquestioned integrity and professional ethics.


The position of vice president comes with a competitive compensation package, commensurate with salary history and professional experience.

Qualified candidates must submit cover letters, accompanied by resumes or CVs, to Applications will not be considered without cover letters. No telephone calls, please.


July 10, 2017