Growth-Focused Senior Associate, Impact Investing

ImpactAssets; United States; Remote; USD 85,000 - 115,000; Full time

Benefits offered by this job

Virtual work stipend

Donor Advised Fund

401(k) plan

Generous time off

Job summary

ImpactAssets Capital Partners is seeking a Senior Associate, Business Development (Client Solutions) to cultivate and expand client relationships for donor-advised funds, investment advisory, and related platforms. The role emphasizes a consultative approach to serving mission-driven families, foundations, and high-impact institutions, with a remote-friendly environment and periodic in-person gatherings.

You will own pipeline development, craft proposals, and coordinate cross-functional

Qualifications

• 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, and a bachelor's degree in a related field; or equivalent combination of education and experience.
• Demonstrated experience cultivating and advancing new client relationships through a relationship-driven pipeline, contributing to closed opportunities, asset growth, and long-term client engagement.
• Experience managing a pipeline, tracking investor interactions, and navigating multi-stakeholder philanthropic or investment decision processes
• Ability to leverage AI and automation tools to enhance business development effectiveness, including prospect research, market intelligence synthesis, meeting preparation, personalized outreach, pipeline management, and workflow efficiency.

Responsibilities

• Drive and support development of new client relationships across the impact investment advisory, donor-advised fund, and broader ImpactAssets platform, focusing on family offices, foundations, corporate clients and ultra-high net worth individuals aligned with impact investing.
• Understand prospective clients’ philanthropic, investment, governance, and long-term impact objectives, and help develop proposals that align client goals with solutions across ImpactAssets and IA Capital.
• Qualify inbound and emerging opportunities, exercise sound judgment in assessing fit, and help guide prospective clients through the relationship development process.
• Develop client-ready materials, including proposals, strategic memos, and client presentations, that support client decision-making across donor-advised fund, investment advisory, and broader platform pathways.
• Collaborate with internal teams across ImpactAssets and IA Capital on business development hand-offs, onboarding, and smooth client transitions post-close.

Skills

Relationship building

Private markets knowledge

Communication

Presentation skills

Project management

AI and automation tools

Education

Bachelor's degree

Tools

Microsoft Word

Excel

PowerPoint

Box

Asana

Job description

ImpactAssets Capital Partners is seeking a Senior Associate, Business Development (Client Solutions) to cultivate and expand client relationships for donor-advised funds, investment advisory, and related platforms. The role emphasizes a consultative approach to serving mission-driven families, foundations, and high-impact institutions, with a remote-friendly environment and periodic in-person gatherings.

You will own pipeline development, craft proposals, and coordinate cross-functional