Senior Associate, Client Solutions

Department: Client Solutions

Employment Type: Full Time

Location: Remote

Reporting To: Managing Director, Head of Client Solutions

Description

Key Responsibilities

• Drive and support client acquisition for 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, assess alignment with ImpactAssets’ platform, and guide appropriate prospects through next steps in partnership with senior relationship leads. 
• Develop prospect-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. 

• Own and manage a pipeline of emerging prospects across foundations, RIAs, family offices, and other target segments, ensuring timely follow-up, clear next steps, and appropriate handoffs to senior relationship leads. 
• Act as the accountable team member for specific client segments and/or platform offerings over time, helping improve pipeline quality, prospect progression, follow-up consistency, and conversion support based on performance data. 
• Help advance opportunities through qualification, proposal development, internal coordination, and select independent closing responsibilities where appropriate. 
• Maintain accurate CRM records of prospect interactions, referral relationships, and pipeline activity to support team-level reporting, leadership visibility, and business planning. 
• Provide regular pipeline and market updates to the team, including emerging client activity, referral trends, competitive intelligence, and field insights to inform growth planning and team goals. 
• Qualify and manage RFP responses, while maintaining a reusable library of strong RFP content to improve turnaround speed, quality, and consistency. 

• Cultivate strategic referral relationships with wealth advisors, philanthropic advisors, and ecosystem partners to expand distribution across donor-advised fund and investment advisory offerings. 
• Collaborate cross-functionally with Marketing on events, campaigns, and initiatives that expand the firm's visibility with target segments. 
• Partner cross-functionally with internal teams across the client lifecycle to ensure a seamless, coordinated experience for prospects and clients throughout the acquisition and onboarding lifecycle. 
• Lead or support project-based work on an as needed basis. 

Skills, Knowledge and Expertise

• 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 advancing new client acquisition efforts, managing prospects through a relationship-driven pipeline, and contributing to closed opportunities or asset growth across family offices, foundations, corporations, RIAs, or ultra-high-net-worth individuals. 
• Experience managing a pipeline, tracking investor interactions, and navigating multi-stakeholder philanthropic or investment decision processes. 

• Fluency with private markets and impact investment strategies across asset classes, with the ability to engage credibly with investment professionals, advisors, and sophisticated clients preferred. 
• Familiarity with impact investing, values-aligned investment strategies, DAFs, and philanthropic capital, with the ability to communicate ImpactAssets’ value proposition clearly and compellingly. 
• Strong understanding of the impact investment landscape, including investment advisory services, client relationship dynamics, and regulatory context. 
• Demonstrated 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. 
• Excellent interpersonal skills, including the ability to quickly build rapport with prospects, clients, partners, and internal stakeholders. 
• Self-starter with strong follow-through, sound judgment, professionalism, integrity, and discretion; able to manage confidential information, external relationships, and timelines with urgency and accountability. 
• Able to create and deliver presentations tailored to audience needs. 
• Collaborative mindset with a willingness to adapt and contribute across evolving team needs. 
• Proficiency in Microsoft Word, Excel, and PowerPoint. Proficiency with cloud-based collaboration tools such as Box and Asana preferred. 
• Ability to work independently, multitask, and prioritize competing demands. Experience working in a virtual environment preferred. 
• Demonstrated knowledge and interest in leveraging capital for social and environmental impact. 

Benefits and Other Details

• Unique benefits, including virtual work stipend and contribution to employee’s own Donor Advised Fund
• Competitive total compensation, including discretionary bonus, 401(k) plan, and generous time off plan
• Base salary ranges from $85,000 - $115,000 and is highly dependent on experience and location
• Comprehensive benefits package including full health and wellness coverage, paid parental and family leaves
• Opportunity for career development in a fast-paced, progressive organization