Senior Associate, Client Solutions

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

📋 Description

• Drive and facilitate client acquisition for ImpactAssets' impact investment advisory, donor-advised fund, and comprehensive impact investing platform.

• Comprehend prospective clients' philanthropic, investment, governance, and long-term impact goals, assisting in the development of aligned proposals.

• Evaluate inbound and emerging opportunities, guiding prospects through subsequent steps with senior relationship leaders.

• Create proposals, strategic memos, and client presentations.

• Collaborate with ImpactAssets and IA Capital on business development transitions, onboarding, and client management.

• Manage a pipeline of emerging prospects across foundations, RIAs, family offices, and other targeted segments.

• Progress opportunities through qualification, proposal development, internal coordination, and selected independent closing responsibilities.

• Keep accurate CRM records of prospect interactions, referral relationships, and pipeline activities.

• Provide updates on pipeline and market conditions, including client activities, referral trends, competitive insights, and field knowledge.

• Qualify and oversee RFP responses while maintaining reusable RFP content.

• Build referral relationships with wealth advisors, philanthropic advisors, and ecosystem partners.

• Work collaboratively with Marketing on events, campaigns, and initiatives.

• Partner with internal teams to ensure a streamlined prospect and client acquisition/onboarding experience.

• Lead or assist with project-based work as required.

⛳️ Requirements

• A minimum of 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 relevant field, or a suitable combination of education and experience.

• Proven experience in advancing new client acquisition initiatives 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, documenting investor interactions, and navigating multi-stakeholder philanthropic or investment decision-making processes.

• Proficiency in private markets and impact investment strategies across various asset classes.

• Familiarity with impact investing, values-aligned investment strategies, DAFs, and philanthropic capital.

• Strong comprehension of the impact investment landscape, investment advisory services, client relationship dynamics, and regulatory framework.

• Demonstrated ability to utilize AI and automation tools for prospect research, market intelligence, meeting preparation, personalized outreach, pipeline management, and workflow efficiency.

• Capacity to create and deliver presentations tailored to specific audiences.

• Proficiency in Microsoft Word, Excel, and PowerPoint.

• Familiarity with cloud-based collaboration tools such as Box and Asana is preferred.

• Ability to work independently, multitask, and prioritize competing demands.

• Experience in a virtual working environment is preferred.

• Demonstrated knowledge and enthusiasm for leveraging capital to achieve social and environmental impact.

🏝️ Benefits

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

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

• Comprehensive benefits offering encompassing full health and wellness coverage, paid parental leave, and family leave.

• Opportunities for career development within a fast-paced, progressive organization.

• Flexible work environment primarily focused on remote operations.

• Periodic in-person team meetings occurring 2–3 times a year.

• Up to 30% expected travel over time.