Senior Officer, Client Engagement

ImpactAssets

Senior client engagement officer managing sophisticated investor relationships for nonprofit ImpactAssets. Driving onboarding, strategic engagement, referrals, and impact-investing client growth remotely across the US.

Posted 8/6/2026full-timeRemote • 🇺🇸 United StatesSenior💰 $170,000 - $190,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates extensive experience in client-facing relationship management and account management within investment and wealth management sectors, with a strong focus on impact investing and values-aligned strategies. Proficient in utilizing CRM systems and Microsoft 365 applications to manage complex client portfolios and enhance service delivery.

Highest-signal resume keywords

Client-Facing Relationship ManagementImpact Investing ExpertiseCRM ProficiencyMicrosoft 365 ApplicationsStakeholder Coordination

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Client ServiceAccount ManagementInvestment Terms KnowledgePortfolio ManagementProcess Improvement

Soft Skills

Attention to DetailProfessionalismDiscretionJudgmentCommunication

Tools & Technologies

CRM SoftwareMicrosoft ExcelMicrosoft PowerPointMicrosoft WordMicrosoft TeamsBoxAsana

Industry Keywords

Wealth ManagementPrivate FundsPhilanthropyDAFValues-Aligned Investing

Tech Stack

Tools & technologies

Cloud

About the role

Key responsibilities & impact

Serve as a primary day-to-day contact for an assigned book of HNW individuals, family offices, foundations, and corporate clients
Support client onboarding from signed engagement through full activation, including documentation collection, digital tools access, and portfolio/account setup
Plan, schedule, and prepare client meetings, account reviews, and educational touchpoints
Assemble presentations, performance snapshots, and service metrics, and capture follow-ups in CRM
Triage client requests, make decisions within operating procedures, and shepherd deliverables across Investments, Operations, Legal/Compliance, Marketing, and Client Service
Maintain accurate CRM records and support reporting on service levels, onboarding status, and retention/expansion indicators
Identify process improvements for onboarding, client communications, and handoffs, and document best practices
Manage a complex and strategically important client portfolio
Set annual engagement plans and goals covering asset gathering, referrals, cross-selling, and other new business objectives
Resolve escalated client issues and nuanced service requests, coordinating with senior client engagement leadership when needed
Translate client goals into internal briefs that inform recommended next steps and education plans
Capture client feedback and route insights to leadership and cross-functional partners
Represent the organization in client meetings and selected events and support logistics and follow-through
Perform additional responsibilities aligned with the role

Requirements

What you’ll need

10+ years of experience in client-facing relationship management, account management, client service, or consultative support within investment/wealth management, private funds, philanthropy/DAF, or impact investing
Bachelor’s degree in a relevant field or equivalent experience
Demonstrated success managing sophisticated stakeholder relationships, coordinating multi-party deliverables, and driving follow-through
Strong working knowledge of public and private market investment terms and concepts
Substantive experience in impact investing and/or values-aligned investment strategies
Working knowledge of impact/values-aligned investing and the organization’s offerings
Exceptional attention to detail and ability to coordinate multiple concurrent client workstreams
Consistent use of CRM for notes, tasks, and pipeline stage updates
High professionalism, discretion, and judgment when handling confidential information and investor relationships
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 working environment
Knowledge and passion for using investing to engender 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 in a fast-paced, progressive organization
Values-driven culture
Travel 2–3 times per year to company events