Senior Officer, Client Engagement

🕒 Ontem

🇺🇸 Estados Unidos – Remoto (EUA)

💵 $170.000 - $190.000 / ano

⏰ Tempo Integral

🟠 Sênior

🏆 Sucesso do Cliente

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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

• Serve as a primary day-to-day contact for an assigned book of HNW individuals, family offices, foundations, and corporate clients • Support client onboarding from signed engagement through full activation, including documentation collection, digital tools access, and portfolio/account setup • Plan, schedule, and prepare client meetings, account reviews, and educational touchpoints • Assemble presentations, performance snapshots, and service metrics, and capture follow-ups in CRM • Triage client requests, make decisions within operating procedures, and shepherd deliverables across Investments, Operations, Legal/Compliance, Marketing, and Client Service • Maintain accurate CRM records and support reporting on service levels, onboarding status, and retention/expansion indicators • Identify process improvements for onboarding, client communications, and handoffs, and document best practices • Manage a complex and strategically important client portfolio • Set annual engagement plans and goals covering asset gathering, referrals, cross-selling, and other new business objectives • Resolve escalated client issues and nuanced service requests, coordinating with senior client engagement leadership when needed • Translate client goals into internal briefs that inform recommended next steps and education plans • Capture client feedback and route insights to leadership and cross-functional partners • Represent the organization in client meetings and selected events and support logistics and follow-through • Perform additional responsibilities aligned with the role

🎯 Requisitos

• 10+ years of experience in client-facing relationship management, account management, client service, or consultative support within investment/wealth management, private funds, philanthropy/DAF, or impact investing • Bachelor’s degree in a relevant field or equivalent experience • Demonstrated success managing sophisticated stakeholder relationships, coordinating multi-party deliverables, and driving follow-through • Strong working knowledge of public and private market investment terms and concepts • Substantive experience in impact investing and/or values-aligned investment strategies • Working knowledge of impact/values-aligned investing and the organization’s offerings • Exceptional attention to detail and ability to coordinate multiple concurrent client workstreams • Consistent use of CRM for notes, tasks, and pipeline stage updates • High professionalism, discretion, and judgment when handling confidential information and investor relationships • 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 working environment • Knowledge and passion for using investing to engender 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 in a fast-paced, progressive organization • Values-driven culture • Travel 2–3 times per year to company events