Senior Associate, Impact Investing Client Solutions

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

Job summary

ImpactAssets Capital Partners is seeking a Senior Associate, Business Development (Client Solutions) to cultivate new client relationships across our donor-advised fund and investment advisory platform. This role reports to the Managing Director, Head of Client Solutions and supports a remote, flexible work environment.

We value a proactive, growth-oriented professional with strong relationship instincts, equity in dealing with family offices, foundations, corporations, and advisors, and a track

Qualifications

• Minimum 5 years of experience in business development, fundraising, investor relations, philanthropy advisory, or institutional sales.
• 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.

Responsibilities

• Develop and manage new client relationships across impact investing platforms.
• Prepare proposals, strategic memos, and client presentations.
• Collaborate with internal teams on onboarding and handoffs.
• Maintain CRM pipeline and provide regular market updates.
• Qualify opportunities and guide clients through the relationship process.

Skills

Relationship building

Pipeline management

Presentation skills

Interpersonal skills

Multitasking

Education

Bachelor's degree in related field

Tools

Microsoft Word

Microsoft Excel

PowerPoint

Box

Asana

Job description

ImpactAssets Capital Partners is seeking a Senior Associate, Business Development (Client Solutions) to cultivate new client relationships across our donor-advised fund and investment advisory platform. This role reports to the Managing Director, Head of Client Solutions and supports a remote, flexible work environment.

We value a proactive, growth-oriented professional with strong relationship instincts, equity in dealing with family offices, foundations, corporations, and advisors, and a track