Senior Investor Engagement & Fundraising Leader

RSF Social Finance

San Francisco (CA)

Presencial

USD 100.000 - 130.000

Jornada completa

14 días+

Una candidatura completa en un minuto

Currículum y carta de presentación personalizados, listos para enviar.

Supera los filtros ATS

Ventajas ofrecidas por este puesto de trabajo

Medical insurance
Dental insurance
Vision insurance
Vacation and sick leave
Paid holidays
403(b) plan

Descripción de la vacante

RSF Social Finance seeks a full-time Senior Manager, Client Engagement to advance RSF’s vision by selling investment offerings, especially for the Social Investment Fund. You will guide investor cultivation, steward relationships with advisors and HNW individuals, and represent RSF at industry events.

This role informs the SIF notes structure strategy and collaborates with the Client Engagement team to meet or exceed annual investment fund goals.

Formación

  • Minimum of 6 years’ experience in fundraising, sales, client engagement, or business development.
  • BA/BS degree or equivalent preferred; Series 7 and 63 license or exam passage within 16 weeks.
  • Significant sales experience including investment products; ability to run campaigns and notes plans.

Responsabilidades

  • Meet annual fundraising goals and support team objectives.
  • Strengthen client engagement strategies and outreach for investment offerings.
  • Cultivate relationships with financial advisors, institutions, and high-net-worth individuals.
  • Design and lead the Social Investment Fund notes plan and offerings.
  • Collaborate with Marketing to refine fundraising collateral and communications.
  • Represent RSF at conferences and industry events.
  • Coordinate with lending and other RSF teams for program integration.

Conocimientos

Fundraising
Sales
Client engagement
Leadership
Strategic partnerships

Educación

BA/BS degree or equivalent

Herramientas

Salesforce
Excel
MS Word
Outlook
PowerPoint

Descripción del empleo

RSF Social Finance seeks a full-time Senior Manager, Client Engagement to advance RSF’s vision by selling investment offerings, especially for the Social Investment Fund. You will guide investor cultivation, steward relationships with advisors and HNW individuals, and represent RSF at industry events.

This role informs the SIF notes structure strategy and collaborates with the Client Engagement team to meet or exceed annual investment fund goals.

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