Senior Associate, Client Solutions

ImpactAssets

. Drive and support client acquisition for ImpactAssets’ impact investment advisory, donor-advised fund, and broader impact investing platform .

Posted 10/2/2026full-timeRemote • United StatesSenior💰 $85,000 - $115,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in client acquisition and relationship management within the impact investing sector, leveraging strong knowledge of philanthropic strategies and investment advisory services. Proficient in developing tailored proposals and presentations while managing a diverse pipeline of prospects across various segments.

Highest-signal resume keywords

Business DevelopmentClient Relationship ManagementImpact Investment StrategiesProposal DevelopmentPipeline Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Client AcquisitionPhilanthropy AdvisoryInvestor RelationsRFP ManagementMarket IntelligencePresentation DevelopmentData AnalysisRelationship-Driven Pipeline ManagementImpact Investing KnowledgeFluency in Private Markets

Soft Skills

MultitaskingIndependent WorkPrioritizationCollaborationCommunication

Tools & Technologies

Microsoft WordMicrosoft ExcelMicrosoft PowerPointBoxAsanaCRM SoftwareAI ToolsAutomation Tools

Industry Keywords

Impact InvestingDonor-Advised FundsFamily OfficesFoundationsPhilanthropic CapitalWealth AdvisoryPrivate MarketsInstitutional SalesSocial ImpactEnvironmental Impact

Tech Stack

Tools & technologies

Cloud

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

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
Bachelor's degree in a related field, or equivalent combination of education and experience
Demonstrated experience advancing new client acquisition efforts and managing relationship-driven pipelines
Experience 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
Familiarity with impact investing, values-aligned investment strategies, DAFs, and philanthropic capital
Strong understanding of the impact investment landscape, investment advisory services, client relationship dynamics, and regulatory context
Demonstrated ability to leverage AI and automation tools for prospect research, market intelligence, meeting preparation, personalized outreach, pipeline management, and workflow efficiency
Ability to create and deliver audience-tailored presentations
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

Comp & perks

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
Comprehensive benefits package including full health and wellness coverage, paid parental and family leaves
Opportunity for career development in a fast-paced, progressive organization
Flexible work environment operating primarily in a remote environment
Periodic in-person team meetings 2–3 times per year
Up to 30% expected travel over time