Director, Client Engagement

🕒 4 dias atrás

🇺🇸 Estados Unidos – Remoto (EUA)

💵 $220.000 - $250.000 / ano

⏰ Tempo Integral

🔴 Especialista

👔 Diretor

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ImpactAssets

SiteLinkedInTodas as Vagas

11 - 50 funcionários

💸 Finanças

🤝 Sem Fins Lucrativos

🌍 Impacto Social

Finance • Non-profit • Social Impact

A ImpactAssets é uma pioneira em investimentos de impacto, dedicada a mudar a trajetória do futuro do nosso planeta e melhorar a vida de todas as pessoas. Nós capacitamos investidores de impacto e filantropos com acesso a oportunidades de investimento e soluções personalizadas que promovem mudanças positivas. Independentemente de como você vislumbra um mundo melhor, existimos para ajudá-lo a alcançar o seu maior impacto.

Descrição

• Lead the client engagement team and establish clear performance expectations and accountability • Build scalable team infrastructure, operating rhythms, KPI frameworks, CRM usage, and performance-review processes • Hire, develop, retain, and create growth paths for a high-performing client engagement team • Serve as escalation point for complex client issues and coordinate resolutions with senior leaders and executives • Ensure excellent onboarding for complex or strategic client relationships • Establish annual engagement plans for top-tier clients, including cross-selling, retention, and contribution goals • Coordinate cross-functional handoffs from prospecting through onboarding and ongoing servicing • Maintain a multi-quarter client experience improvement plan • Identify client-needs patterns to inform product development, service design, and organizational priorities • Represent the client voice in strategy sessions affecting marketing, business development, and product decisions • Partner across Business Development, Marketing, Legal/Compliance, Investments, and Operations • Contribute to cross-functional initiatives and client-facing special projects • Report to the Chief Growth & Impact Officer

🎯 Requisitos

• 12+ years of experience engaging with institutional, UHNW, or family-office clients • Bachelor’s degree in a related field; advanced degree preferred (or equivalent combination of education and experience) • Experience hiring, developing, and managing client-facing teams • Strong knowledge of public and private market investment terms and concepts • Substantive experience in impact investing and/or values-aligned investment strategies • Success managing sophisticated stakeholder relationships and coordinating multi-party deliverables • Ability to engage credibly with investment professionals and clients on impact and investing topics • Experience building relationships across institutional and private-investor ecosystems • Experience setting and driving cross-selling, retention, and expansion goals • Experience designing and scaling client-facing operational infrastructure, KPI frameworks, CRM systems, and performance rhythms • Ability to analyze client data and insights • Excellent interpersonal skills and ability to build trust with sophisticated clients • Ability to create and deliver audience-tailored presentations • Ability to develop urgency around processing and response timelines • Proficiency with Microsoft 365 applications, including Excel, PowerPoint, Word, and Teams • Proficiency with cloud-based collaboration tools such as Box and Asana • Experience working in a virtual environment • Knowledge of and passion for using investing to create social or environmental impact

🏖️ Benefícios

• Unique benefits, including virtual work stipend and contribution to employee’s own Donor Advised Fund • Competitive total compensation, including discretionary bonus, 401(k) plan, and generous time off plan • Comprehensive benefits package including full health and wellness coverage, professional development funding, and generous paid family and parental leave • Opportunities for training and career development • Values-driven culture