ImpactAssets

Operations

• Serve as the first point of contact for inbound leads, triaging and routing opportunities
• Coordinate on prospect opportunities and team projects
• Build and maintain pipeline dashboards and standardized reporting
• Build outbound target lists, research prospects, and prepare background packets
• Partner with Product and Marketing on outreach collateral, tools, and prospect feedback
• Partner with the Managing Director to drive Business Development team OKRs
• Build and maintain playbooks, standard operating procedures, and the internal knowledge base
• Coordinate account-opening, DAF application tracking, and funding/transfer status through client handoff
• Lead or support project-based work as needed
• Own and refine the CRM, including contact enrichment, warm-introduction paths, data hygiene, and record accuracy
• Integrate business intelligence tools and dashboards with the CRM
• Leverage AI and automation to streamline prospect research, meeting preparation, and reporting
• Improve scalability, knowledge management, and workflow design
• Collaborate with Legal, Finance, Investment Solutions, Client Engagement, and Client Service on prospect-to-client transition
• Support Marketing initiatives, including events, content calendars, and firm visibility efforts
• Deliver regular pipeline and activity reporting to the Head of Client Solutions
• Report to the Managing Director, Client Services

Senior Associate, Sales Operations

Associate

• Drive and support client acquisition for ImpactAssets’ impact investment advisory, donor-advised fund, and broader impact investing platform
• Understand prospective clients’ philanthropic, investment, governance, and long-term impact objectives and help develop aligned proposals
• Qualify inbound and emerging opportunities and guide prospects through next steps with senior relationship leads
• Develop proposals, strategic memos, and client presentations
• Collaborate across ImpactAssets and IA Capital on business development hand-offs, onboarding, and client transitions
• Own and manage a pipeline of emerging prospects across foundations, RIAs, family offices, and other target segments
• Advance opportunities through qualification, proposal development, internal coordination, and select independent closing responsibilities
• Maintain accurate CRM records of prospect interactions, referral relationships, and pipeline activity
• Provide pipeline and market updates, including client activity, referral trends, competitive intelligence, and field insights
• Qualify and manage RFP responses and maintain reusable RFP content
• Cultivate referral relationships with wealth advisors, philanthropic advisors, and ecosystem partners
• Collaborate with Marketing on events, campaigns, and initiatives
• Partner across internal teams to ensure a coordinated prospect and client acquisition/onboarding experience
• Lead or support project-based work as needed

Senior Associate, Client Solutions

Financial Planning and Analysis

• Review client-recommended investments across impact themes, asset classes, sectors, geographies, and structures to assess suitability
• Ensure compliance with internal procedures and regulations
• Communicate liquidity needs for client accounts cross-functionally
• Coordinate investment document execution and facilitate wiring of funds
• Use pipeline management tools to manage workflow and tasks
• Support investment data entry within multiple investment management systems
• Create loan schedules
• Support or lead critical projects
• Identify and implement process improvements
• Support cross-functional initiatives to improve the experience for impact investing clients
• Report to the Senior Officer, Investment Operations

Senior Associate, Sales Operations

Senior Associate, Client Solutions

Associate, Investment Operations