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Open nowFirst seen 44 hours ago

Senior Associate, Business Development (Client Solutions)

ImpactAssets5 open roles

Where
Remote
Work mode
Remote
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Your applicationOpen nowSenior Associate, Business Development (Client Solutions)ImpactAssets · Remote

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The clock on this job

Early applications get read.

12.3% of postings close within 7 days. Measured by our own scanner across the market. ImpactAssets postings stay open a median of 2 days.

Share of postings closed within
  1. 2.1%1 day
  2. 4.5%3 days
  3. 12.3%7 days
  4. 19.7%14 days
  5. 35.6%30 days
  6. 58.0%60 days
This job: first seen 44 hours ago

ImpactAssets median: 2 days open

The posting

ABOUT IMPACTASSETS CAPITAL PARTNERS

ImpactAssets Capital Partners is a SEC registered investment adviser that is owned by ImpactAssets Inc., a $5B nonprofit impact investing leader founded in 2010. Over the years, ImpactAssets has built an extensive impact investment platform, having invested in 1500+ private companies and impact funds addressing the world’s greatest challenges. ImpactAssets Capital Partners was created in 2022 to bring the ImpactAssets platform and customized investment services to institutional investors.

ImpactAssets Capital Partners provides institutional clients with investment advice for public and private investments, such as venture capital, private equity and private debt, which are the most complex and expensive areas of investing for an organization to manage on their own. We offer strategy, sourcing, due diligence and investment advice to the stewards of large impact investment portfolios.

ImpactAssets and ImpactAssets Capital Partners together are catalyzing investment capital into mission-driven business models solving the worlds’ biggest challenges. The result? A fast growing, dynamic organization with an activated community of more than 1,900 clients. This level of growth, vision and commitment equals great opportunities to grow a career at ImpactAssets Capital Partners. We are seeking a wide range of colleagues that share our urgency and audacity for driving outsized capital to impact investing. If you dream big, have a track record for solving problems and know how to ‘get stuff done’, this is the place for you!

The Opportunity

The Senior Associate, Business Development (Client Solutions) plays a key role in cultivating and advancing new client relationships for ImpactAssets’ impact donor-advised fund, investment advisory, and broader impact investing platform. This is an exciting opportunity to join a growing team that takes a consultative approach to expanding relationships with mission-aligned families, foundations, corporations, advisors, and other high-impact capital holders seeking to align capital with purpose.

We are seeking a proactive, growth-oriented professional who combines strong relationship instincts with a builder's mindset. The ideal candidate is intellectually curious, resourceful, comfortable navigating ambiguity, and energized by helping scale a mission-driven organization. This individual takes ownership, follows through, and looks for opportunities to continuously improve processes, client experiences, and business outcomes

The position is full time and reports to the Managing Director, Head of Client Solutions. Our team offers a flexible work environment, operating primarily in a remote environment. We do come together periodically for in-person team meetings (2–3 times per year). This is a US-based role, time zone requirements are flexible across US mainland time zones.

Key Responsibilities

Client Development & Relationship Growth

  • 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.

Client Management & Reporting

  • 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.
  • Take ownership of advancing new client relationships from initial inquiry through qualification, solution development, proposal delivery, and appropriate handoff or closing.
  • 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.

Relationship Building

  • 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 internal teams throughout the new client journey to ensure a seamless, coordinated, and timely experience from initial engagement through onboarding.
  • Lead or support ad-hoc special projects work.

Skills, Knowledge and Expertise

Experience:

  • 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

Knowledge and Skill Requirements:

  • Intellectual curiosity and a demonstrated desire to deepen expertise in impact investing, private markets, and client solutions.
  • Working knowledge of 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.
  • Solid 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

ImpactAssets Capital Partners is an SEC-registered investment adviser, which brings with it regulatory requirements for all of our associates. We are ‘investment revolutionaries’ who believe that intentional capital makes the biggest impact on people and planet.

ImpactAssets Capital Partners is also an Equal Opportunity Employer. We know our organization is at its best when we include, celebrate, and embrace difference. We strive to be a diverse workforce that is representative of our mission, and where all can thrive and belong. We are committed to building a team that includes and respects a variety of voices, identities, backgrounds, experiences and perspectives.

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