Director, Client Engagement

🔥 3 minutes ago

🇺🇸 United States – Remote

💵 $220k - $250k / year

⏰ Full Time

🔴 Lead

👔 Director

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

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

• 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

🎯 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) • 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

🏖️ 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 • Values-driven culture