Senior Associate, Client Solutions

🔥 12 hours ago

🇺🇸 United States – Remote

💵 $85k - $115k / year

⏰ Full Time

🟠 Senior

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This company has sponsored H1B visas in the past.

👻 Ghost score 2%

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.

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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

• Drive and support client acquisition for ImpactAssets’ impact investment advisory, donor-advised fund, and broader impact investing platform • Understand prospective clients’ philanthropic, investment, governance, and long-term impact objectives and help develop aligned proposals • Qualify inbound and emerging opportunities and guide prospects through next steps with senior relationship leads • Develop proposals, strategic memos, and client presentations • Collaborate across ImpactAssets and IA Capital on business development hand-offs, onboarding, and client transitions • Own and manage a pipeline of emerging prospects across foundations, RIAs, family offices, and other target segments • Advance opportunities through qualification, proposal development, internal coordination, and select independent closing responsibilities • Maintain accurate CRM records of prospect interactions, referral relationships, and pipeline activity • Provide pipeline and market updates, including client activity, referral trends, competitive intelligence, and field insights • Qualify and manage RFP responses and maintain reusable RFP content • Cultivate referral relationships with wealth advisors, philanthropic advisors, and ecosystem partners • Collaborate with Marketing on events, campaigns, and initiatives • Partner across internal teams to ensure a coordinated prospect and client acquisition/onboarding experience • Lead or support project-based work as needed

🎯 Requirements

• Minimum 5 years of experience in business development, fundraising, investor relations, philanthropy advisory, or institutional sales within investment management, wealth advisory, private markets, philanthropy, or impact investing • Bachelor's degree in a related field, or equivalent combination of education and experience • Demonstrated experience advancing new client acquisition efforts and managing relationship-driven pipelines • Experience contributing to closed opportunities or asset growth across family offices, foundations, corporations, RIAs, or ultra-high-net-worth individuals • Experience managing a pipeline, tracking investor interactions, and navigating multi-stakeholder philanthropic or investment decision processes • Fluency with private markets and impact investment strategies across asset classes • Familiarity with impact investing, values-aligned investment strategies, DAFs, and philanthropic capital • Strong understanding of the impact investment landscape, investment advisory services, client relationship dynamics, and regulatory context • Demonstrated ability to leverage AI and automation tools for prospect research, market intelligence, meeting preparation, personalized outreach, pipeline management, and workflow efficiency • Ability to create and deliver audience-tailored presentations • Proficiency in Microsoft Word, Excel, and PowerPoint • Proficiency with cloud-based collaboration tools such as Box and Asana preferred • Ability to work independently, multitask, and prioritize competing demands • Experience working in a virtual environment preferred • Demonstrated knowledge and interest in leveraging capital for social and 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, paid parental and family leaves • Opportunity for career development in a fast-paced, progressive organization • Flexible work environment operating primarily in a remote environment • Periodic in-person team meetings 2–3 times per year • Up to 30% expected travel over time