Senior Officer, Client Engagement

🔥 12 minutes ago

🇺🇸 United States – Remote

💵 $170k - $190k / year

⏰ Full Time

🟠 Senior

🏆 Customer Success

🦅 H1B Visa Sponsor

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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

• 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

🎯 Requirements

• 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

🏖️ 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