Senior Associate, Business Development (Client Solutions)

Key Responsibilities

• 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.

• 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.

• 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

• 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

• 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