ImpactAssets

Impact investing platform and advisory services

Senior Associate - Business Development, Client Solutions

Account ExecutiveUpdated on Nov 15

Full-timeRemote in USANo salary listed

About the Job

Requirements

A minimum of five 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; an equivalent combination of education and experience is also accepted.
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.
Intellectual curiosity and a demonstrated desire to deepen expertise in impact investing, private markets, and client solutions.
Familiarity with impact investing, values-aligned investment strategies, donor-advised funds, and philanthropic capital, and the ability to communicate the organization’s value proposition clearly and compellingly.
A 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.
Ability to create and deliver presentations tailored to audience needs.
Proficiency in Microsoft Word, Excel, and PowerPoint.
Ability to work independently, multitask, and prioritize competing demands.
Demonstrated knowledge and interest in leveraging capital for social and environmental impact.

Responsibilities

Drive and support development of new client relationships across the impact investment advisory, donor-advised fund, and broader 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 aligning client goals with solutions across the organization and its capital advisory business.
Qualify inbound and emerging opportunities, assess fit, and guide prospective clients through the relationship-development process.
Develop client-ready proposals, strategic memos, and presentations that support client decision-making across donor-advised fund, investment advisory, and broader platform pathways.
Collaborate with internal teams on business-development handoffs, onboarding, and smooth client transitions after closing.
Serve as the accountable team member for specific client segments and/or platform offerings, helping improve pipeline quality, prospect progression, follow-up consistency, and conversion support.
Advance 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 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 requests for proposals, and maintain a reusable library of proposal 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 with internal teams throughout the new-client journey to ensure a coordinated and timely experience from initial engagement through onboarding.
Lead or support ad-hoc special projects.

Desired Qualifications

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.
Proficiency with cloud-based collaboration tools such as Box and Asana.
Experience working in a virtual environment.

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.

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.

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.

About the Company

ImpactAssets

Impact investing platform and advisory services

ImpactAssets helps impact investors and philanthropists access opportunities and tailored solutions to fund positive social and environmental change. With over $5 billion in assets and 1,700 portfolio companies and funds, it serves individuals, families, foundations, family offices, and corporations by offering strategic guidance, pre-vetted managed portfolios, and direct investments in purpose-driven companies. Its approach spans from simplifying entry for newcomers to managing back-office tasks for large clients, including vetting opportunities, evaluating strategies, and outsourcing investment administration. Unlike others, its long track record and broad, end-to-end support model let clients pursue a clear impact strategy across a wide range of investor types. The goal is to help clients achieve their greatest impact while aligning investments with their values.

Company size: 51-200
Company stage: Not listed
Total funding: Not listed
Headquarters: Bethesda, MD
Founded: 2010

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