Director, Client Engagement

ImpactAssets

Director leading client engagement for ImpactAssets, a nonprofit impact-investing platform serving institutional and mission-driven investors. Building scalable teams, client experiences, and cross-functional growth strategies.

Posted 8/6/2026full-timeRemote • 🇺🇸 United StatesLead💰 $220,000 - $250,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in client engagement, team leadership, and operational infrastructure development, with a strong focus on impact investing and relationship management. Proficient in analyzing client data to inform strategic decisions and enhance client experiences.

Highest-signal resume keywords

Client Engagement LeadershipImpact Investing ExpertiseKPI Framework DevelopmentStakeholder Relationship ManagementCRM System Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Client Data AnalysisCross-Selling StrategyPerformance Review ProcessesClient-Facing Team ManagementInvestment Terms Knowledge

Soft Skills

Interpersonal SkillsTrust BuildingPresentation SkillsUrgency Development

Tools & Technologies

Microsoft 365ExcelPowerPointWordTeamsBoxAsana

Industry Keywords

Institutional ClientsUHNW ClientsFamily-Office ClientsValues-Aligned Investment StrategiesClient Experience Improvement

Tech Stack

Tools & technologies

Cloud

About the role

Key responsibilities & impact

Lead the client engagement team and establish clear performance expectations and accountability
Build scalable team infrastructure, operating rhythms, KPI frameworks, CRM usage, and performance-review processes
Hire, develop, retain, and create growth paths for a high-performing client engagement team
Serve as escalation point for complex client issues and coordinate resolutions with senior leaders and executives
Ensure excellent onboarding for complex or strategic client relationships
Establish annual engagement plans for top-tier clients, including cross-selling, retention, and contribution goals
Coordinate cross-functional handoffs from prospecting through onboarding and ongoing servicing
Maintain a multi-quarter client experience improvement plan
Identify client-needs patterns to inform product development, service design, and organizational priorities
Represent the client voice in strategy sessions affecting marketing, business development, and product decisions
Partner across Business Development, Marketing, Legal/Compliance, Investments, and Operations
Contribute to cross-functional initiatives and client-facing special projects
Report to the Chief Growth & Impact Officer

Requirements

What you’ll need

12+ years of experience engaging with institutional, UHNW, or family-office clients
Bachelor’s degree in a related field; advanced degree preferred (or equivalent combination of education and experience)
Experience hiring, developing, and managing client-facing teams
Strong knowledge of public and private market investment terms and concepts
Substantive experience in impact investing and/or values-aligned investment strategies
Success managing sophisticated stakeholder relationships and coordinating multi-party deliverables
Ability to engage credibly with investment professionals and clients on impact and investing topics
Experience building relationships across institutional and private-investor ecosystems
Experience setting and driving cross-selling, retention, and expansion goals
Experience designing and scaling client-facing operational infrastructure, KPI frameworks, CRM systems, and performance rhythms
Ability to analyze client data and insights
Excellent interpersonal skills and ability to build trust with sophisticated clients
Ability to create and deliver audience-tailored presentations
Ability to develop urgency around processing and response timelines
Proficiency with Microsoft 365 applications, including Excel, PowerPoint, Word, and Teams
Proficiency with cloud-based collaboration tools such as Box and Asana
Experience working in a virtual environment
Knowledge of and passion for using investing to create social or 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, professional development funding, and generous paid family and parental leave
Opportunities for training and career development
Values-driven culture