Assistant Director, Fund Administration and Compliance

The Wisconsin Foundation and Alumni Association (WFAA)*, the private fundraising and alumni relations organization for UW-Madison, is seeking an Assistant Director, Fund Administration and Compliance to join the Finance team! This individual contributor role leads fund administration activities throughout the fund lifecycle while supporting WFAA’s fund management and compliance programs. Reporting to the Director, Fund Accounting, Administration, and Compliance, this position serves as the department’s primary operations resource for fund establishment, modifications, donor intent interpretation, policy application, and governance activities.

The Assistant Director works collaboratively across Finance, Development, Legal, and with campus partners to ensure donor-restricted and donor-supported funds are administered consistently, accurately, and in accordance with donor intent, organizational policies, and regulatory requirements.

The position also supports the operationalization of WFAA’s fund management governance framework by coordinating strategic initiatives, development analyses and recommendations, supporting policy, implementation, and facilitating cross-functional efforts that strengthen compliance and organizational fund management practices.

Please note

This position may be filled in either a hybrid or remote capacity. Remote candidates must reside in one of the following states Arizona, Colorado, Illinois, Iowa, Minnesota, New Mexico, New York, Texas, or Wisconsin

The Wisconsin Foundation and Alumni Association is a private, nonprofit corporation that encourages individuals and organizations to make gifts to the university and to connect with the UW. In 2014, the UW Foundation merged with the Wisconsin Alumni Association® to better serve a growing population of UW alumni and donors. We believe that private support grows out of good relationships between campus leaders, faculty and program staff who need support, and the alumni and friends who want to invest in UW-Madison.

We provide important engagement opportunities to link UW-Madison alumni to each other and to their alma mater, building a strong community of Badgers.

Just as the university community benefits from differing viewpoints, perspectives, and experiences, inclusion and diversity are imperative for the success of our mission. WFAA values people and the differences that they bring to the organization, and creates an environment in which all staff members and constituents feel respected and have opportunities to thrive.

• Perform fund administration activities across the full fund lifecycle, including fund establishment, modifications, reinvestments, closures, and other governance actions.
• In collaboration with the Senior Associate Director and Legal Affairs, interpret gift agreements, MOAs, MDMOAs, FOAs, and other governing documents to ensure accurate fund structures and administration.
• Serve as the department’s primary operational resource for fund administration policies, procedures, classifications, and documentation.
• Partner with Development and campus partners to resolve fund administration questions and facilitate complex fund changes.

• Apply donor intent, organizational policies, and regulatory requirements to fund administration activities.
• Conduct compliance reviews and identify potential risk areas, policy exceptions, or governance concerns requiring escalation.
• Support utilization monitoring, fund audit activities, and ongoing compliance initiatives.
• Assist with the development, implementation, and maintenance of fund management policies, procedures, and standards.
• Support continuous improvement of WFAA’s fund management program…