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Drives client acquisition for impact investing, donor-advised fund, and investment advisory offerings. Qualifies prospects, manages pipelines, develops proposals and presentations, supports RFPs, cultivates referral relationships, and coordinates handoffs through onboarding. The role targets family offices, foundations, corporations, RIAs, advisors, and high-net-worth individuals, requiring investment fluency, disciplined CRM management, strong relationship-building, and collaboration across teams.

Own sales operations infrastructure supporting client acquisition, including CRM administration, pipeline reporting, lead routing, prospect research, dashboards, data management, automation, playbooks, and cross-functional workflows. Coordinate prospect-to-client transitions, account opening, funding tracking, and business development projects while delivering reporting and improving scalable processes. The role supports investment-focused clients and requires strong project management, data integrity, investor communications, and impact investing knowledge.

Supports investment operations for private debt and equity portfolios by collecting fund reports, recording investment activity, reconciling data, maintaining investment systems, preparing client reporting, and processing new investments. The role also documents processes, identifies improvements, and coordinates with internal stakeholders and fund contacts. It is fully remote within the U.S., requires Eastern Time business hours, and includes travel to company events two to three times annually.

Supports investment execution and post-investment management for private debt and equity impact investments. Responsibilities include reviewing investments, ensuring regulatory and procedural compliance, coordinating document execution and fund wiring, entering transaction data, creating loan schedules, monitoring workflows, and supporting process improvements. The role requires meticulous organization, analytical judgment, client service, and collaboration across teams while managing a growing impact investment portfolio.

Performs general ledger accounting, month-end close, bank reconciliations, cash monitoring, accounts payable, vendor management, grant disbursements, audit and tax support, budgeting analyses, and 1099 reporting. The role also documents processes, strengthens internal controls, identifies automation opportunities, and supports accounting systems improvements. This is a full-time remote position requiring Eastern Time work hours and travel to company events two to three times annually.

Manage a portfolio of high‑value clients (HNW, family offices, foundations, corporates). Lead onboarding, coordinate multi‑party deliverables, maintain CRM and service operations, plan engagement strategies, escalate complex issues, capture client insights, and support referral and growth goals while improving processes and playbooks.

Lead and scale a high-performing client engagement team for institutional and UHNW clients. Own onboarding, escalation management, KPI frameworks, CRM adoption, client satisfaction (NPS), retention and expansion strategies, and cross-functional coordination to translate client needs into product and service improvements.