Director, Client Engagement

🕒 August 6

🇺🇸 United States – Remote

💵 $220k - $250k / year

⏰ Full Time

🔴 Lead

👔 Director

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 10%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

Apply Now

Find Similar Remote Jobs

Set Up Email Alert For New Jobs

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

Upload Resume

ImpactAssets

WebsiteLinkedInAll Job Openings

11 - 50 employees

💸 Finance

🤝 Non-profit

🌍 Social Impact

Finance • Non-profit • Social Impact

ImpactAssets is an impact investing trailblazer, dedicated to changing the trajectory of our planet’s future and improving the lives of all people. We empower impact investors and philanthropists with access to investing opportunities and customized solutions that promote positive change. However you envision a better world, we exist to help you achieve your greatest impact.

📋 Description

• Set the direction for ImpactAssets' client experience and ensure strong, lasting client relationships • Resolve client needs quickly and connect client needs with organizational capabilities • Lead a high-performing client engagement team • Establish team infrastructure, operating frameworks, KPIs, operating rhythms, and effective CRM/tool usage • Monitor performance against OKRs and KPIs, conduct business reviews, and address performance gaps • Set standards for written and verbal client communication excellence • Hire, develop, and retain the client engagement team, building bench strength and career paths • Serve as escalation point for complex client issues and nuanced service requests • Ensure excellent onboarding for complex or strategic relationships through cross-functional coordination • Establish annual engagement plans for top-tier clients, including cross-selling, retention, and new contribution goals • Coordinate handoffs from prospect to onboarding to steady-state servicing • Build and 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

🎯 Requirements

• 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) • Demonstrated experience hiring, developing, and managing client-facing teams, with a track record of building strong relationships and career pathing • Strong working knowledge of public and private market investment terms and concepts • Substantive experience in impact investing and/or values-aligned investment strategies • Demonstrated success managing sophisticated stakeholder relationships, coordinating multi-party deliverables, and driving follow-through • Proven ability to engage credibly with investment professionals and clients on impact and investing topics • Track record of building and sustaining stakeholder relationships across complex ecosystems, including institutional and private investors, family offices, foundations, endowments, corporates, and/or UHNW • Experience setting and driving team growth goals including cross-selling, retention, and expansion for high-value client relationships • Experience designing and scaling operational infrastructure for a client-facing team, including KPI frameworks, CRM systems, and performance operating rhythms • Ability to analyze client data and insights to inform client engagement strategy • Excellent interpersonal skills and ability to build trust quickly with sophisticated clients • Able to create and deliver audience-tailored presentations • Able to develop a sense of 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 working environment • Knowledge and passion for using investing to engender social or environmental impact

🏖️ Benefits

• 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