Director, Client Engagement

This is a fully remote position, open to applicants in United States.

📋 Description

• Oversee the client engagement team while establishing clear performance expectations and accountability.

• Develop scalable team infrastructure, operating rhythms, KPI frameworks, CRM utilization, and performance review processes.

• Recruit, nurture, and retain a high-performing client engagement team, creating growth pathways for team members.

• Act as the escalation point for complex client issues, coordinating resolutions with senior leaders and executives.

• Ensure exceptional onboarding experiences for complex or strategic client relationships.

• Create annual engagement plans for top-tier clients, encompassing cross-selling, retention, and contribution objectives.

• Manage cross-functional transitions from prospecting through onboarding and ongoing service delivery.

• Maintain a multi-quarter plan for enhancing the client experience.

• Analyze client needs patterns to guide product development, service design, and organizational priorities.

• Advocate for the client perspective in strategic discussions impacting marketing, business development, and product decisions.

• Collaborate with teams across Business Development, Marketing, Legal/Compliance, Investments, and Operations.

• Participate in cross-functional initiatives and client-facing special projects.

• Report directly to the Chief Growth & Impact Officer.

⛳️ Requirements

• Minimum of 12 years of experience engaging with institutional, UHNW, or family-office clients.

• Bachelor’s degree in a relevant field; advanced degree preferred or an equivalent combination of education and experience.

• Proven experience in hiring, developing, and managing client-facing teams.

• Strong understanding of public and private market investment terminology and concepts.

• Extensive background in impact investing and/or values-aligned investment strategies.

• Demonstrated success in managing complex stakeholder relationships and coordinating multi-party deliverables.

• Ability to engage credibly with investment professionals and clients on impact and investing matters.

• Experience in fostering relationships across institutional and private-investor ecosystems.

• Proven track record in setting and achieving cross-selling, retention, and expansion goals.

• Expertise in designing and scaling client-facing operational infrastructure, KPI frameworks, CRM systems, and performance rhythms.

• Capability to analyze client data and insights effectively.

• Exceptional interpersonal skills with the ability to establish trust with sophisticated clients.

• Proficient in creating and delivering presentations tailored to specific audiences.

• Skilled in developing a sense of urgency around processing and response timelines.

• Proficient with Microsoft 365 applications, including Excel, PowerPoint, Word, and Teams.

• Proficient with cloud-based collaboration tools such as Box and Asana.

• Experience working in a virtual environment.

• Strong knowledge and enthusiasm for utilizing investing to generate social or environmental impact.

🏝️ Benefits

• Distinctive benefits, including a virtual work stipend and contributions to the employee’s own Donor Advised Fund.

• Competitive total compensation that includes a discretionary bonus, 401(k) plan, and a generous time-off policy.

• Comprehensive benefits package featuring full health and wellness coverage, funding for professional development, and generous paid family and parental leave.

• Opportunities for training and career growth.

• A values-driven workplace culture.