Senior Associate, Client Solutions

About this role

ABOUT IMPACTASSETS CAPITAL PARTNERS

ImpactAssets Capital Partners is a SEC registered investment adviser that is owned by ImpactAssets Inc., a $5B nonprofit impact investing leader founded in 2010. Over the years, ImpactAssets has built an extensive impact investment platform, having invested in 1500+ private companies and impact funds addressing the world’s greatest challenges. ImpactAssets Capital Partners was created in 2022 to bring the ImpactAssets platform and customized investment services to institutional investors.
ImpactAssets Capital Partners provides institutional clients with investment advice for public and private investments, such as venture capital, private equity and private debt, which are the most complex and expensive areas of investing for an organization to manage on their own. We offer strategy, sourcing, due diligence and investment advice to the stewards of large impact investment portfolios.
ImpactAssets and ImpactAssets Capital Partners together are catalyzing investment capital into mission-driven business models solving the worlds’ biggest challenges. The result? A fast growing, dynamic organization with an activated community of more than 1,900 clients. This level of growth, vision and commitment equals great opportunities to grow a career at ImpactAssets Capital Partners. We are seeking a wide range of colleagues that share our urgency and audacity for driving outsized capital to impact investing. If you dream big, have a track record for solving problems and know how to ‘get stuff done’, this is the place for you!

The Opportunity

The Senior Associate, Client Solutions plays a key role in advancing and driving new client acquisitions for ImpactAssets’ impact donor-advised fund, investment advisory, and broader impact investing platform. This position is an essential role that supports our vision of broadening our client base among mission-aligned families, foundations, corporations, advisors, and other high-impact capital holders seeking to align capital with purpose. In this role, you will help identify, qualify, engage, and advance high-value prospects into long-term relationships, including independently closing select opportunities where appropriate. As the first point of contact for inbound prospects, you will triage and route opportunities so nothing falls through the cracks and every relationship gets off to a strong start. Success in this role requires investment fluency, strong follow-through, a disciplined approach to pipeline management, and the ability to collaborate across internal teams to deliver integrated, client-centered solutions.The position is full time and reports to the Managing Director, Head of Client Solutions. Our team offers a flexible work environment, operating primarily in a remote environment. We do come together periodically for in-person team meetings (2–3 times per year), plus up to 30% expected travel over time. This is a US-based role, time zone requirements are flexible across US mainland time zones.

Key Responsibilities

Business Development & Client Acquisition

• Drive and support client acquisition for 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, assess alignment with ImpactAssets’ platform, and guide appropriate prospects through next steps in partnership with senior relationship leads.

• Develop prospect-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.

Pipeline Management & Reporting

• Own and manage a pipeline of emerging prospects across foundations, RIAs, family offices, and other target segments, ensuring timely follow-up, clear next steps, and appropriate handoffs to senior relationship leads.

• 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 based on performance data.

• Help advance opportunities through qualification, proposal development, internal coordination, and select independent closing responsibilities where appropriate.

• 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.

Relationship Building

• 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 Marketing on events, campaigns, and initiatives that expand the firm's visibility with target segments.

• Partner cross-functionally with internal teams across the client lifecycle to ensure a seamless, coordinated experience for prospects and clients throughout the acquisition and onboarding lifecycle.

• Lead or support project-based work on an as needed basis.

Skills, Knowledge and Expertise

Experience:

• Minimum 5…