Manager, Client Experience

Found in: Jooble US O C2 - 2 weeks ago

Boston MA, United States Global Impact Investing Network Full time

Do you want to enable leading financial and philanthropic institutions to invest more capital into low-income communities and protect the planet?

We are seeking a manager to join our Client Team to support and manage impact investment programs across leading wealth management institutions: financial advisors, donor advised fund providers, family offices, and foundations.

CapShift is a mission-driven growth company working at the intersection of finance and impact to unlock trillions of dollars for impact investments. We offer a fast-paced, collaborative environment with a culture of personal development, creative freedom, and the partnership of a dedicated team. Our aim is to help mobilize trillions of investment dollars to funds and social enterprises tackling major social and environmental challenges.

Responsibilities

Become an expert in how capital can be unlocked for greater impact and catalytic change.

Institutional Account Management

  • Manage complex relationships with senior leaders across donor advised fund (DAF) providers, financial advisors, and family offices, and delight clients through strong relationships and exceptional customer service
  • Design and direct successful impact investing programs, coordinating with CapShift team to deliver capabilities to clients across impact investment research, marketing, operations, portfolio advisory, and technology Support in onboarding and program launch for new institutional clients, helping them roll out CapShift’s platform to their team
  • Oversee and support the day-to-day needs of CapShift’s DAF and Advisory Firm clients.
  • Institutionalize client best practices across various CapShift team members working with clients

Client Engagement

  • Support our clients’ advisors and sales teams to better utilize our tools and services to meet their clients’ impact investing and philanthropic objectives
  • Bring in the voice of the customer to help create and execute on an engagement plan in collaboration with other internal team leaders
  • Deliver on strategic client experiences that are consistently connected to the firm’s overall growth strategy
  • Establish and monitor metrics of success across client relationships
  • Support our Business Development team to bring expertise to start new institutional client relationships.
Qualifications
  • 5+ years of relevant work experience
  • Experience managing complex customer relationships and multifaceted deliverables
  • Experience with wealth management, investment finance, or impact investing
  • Strong project management skills and an ability to critically review and prioritize projects
  • Proactive, collaborative, thoughtful, self-motivated, detail-oriented, organized, and able to effectively communicate across multiple business units and stakeholders
  • Eager to work in a high-growth, flexible startup environment in which employees are expected to take on multiple responsibilities and leadership positions
  • Exceptional writing, proofreading, Advanced Excel, and PowerPoint skills required
  • Experience with Salesforce CRM desired
  • Preference for demonstrated familiarity on topics of impact investing and/or philanthropy
  • Alignment with CapShift’s vision of systems change through mobilizing large amounts of capital into authentic impact investments across the Sustainable Development Goals
To apply

CapShift is an Equal Opportunity Employer and does not discriminate based on race, ethnicity, gender, religion, sexual orientation, age, physical ability, or involvement in the criminal justice system. We invite individuals with diverse life experiences and non-conventional backgrounds to apply.

Please submit your resume and a cover letter detailing why you would be a good fit for the role — including interest, key skills, academic qualifications, previous experience, and any other information you deem relevant — to the Manager, Client Experience webform on our website .

We will begin reviewing applications starting February 19th. We encourage interested candidates to submit their applications early.

CapShift offers competitive compensation along with an opportunity for employees to receive equity in the company.

CapShift

CapShift aims to make it easier for families to build impact investment portfolios through their trusted advisors and financial institutions. Since its founding, CapShift has mobilized capital into dozens of high impact funds and enterprises providing solutions to global issues such as climate, health, racial justice, and income inequality.

CapShift’s impact investing platform combines software, research, and advisory capabilities and covers over 1,000 leading impact investment funds and enterprises across public, private, and nonprofit investment and recoverable grant segments.

CapShift is targeting the $1 trillion charitable investment market, and currently works with many leading donor advised fund providers including Vanguard Charitable, National Philanthropic Trust, and Chicago Community Trust. Our suite of solutions makes it easy to source, diligence, deploy, monitor, and implement impact portfolios. Clients include foundations, financial and philanthropic advisors, corporations, and family offices.

CapShift was founded by MissionPoint Partners, Jacques Perold, and Heron Foundation. Other investors include leading impact investing families, and include Jesse Fink, Spring Point Partners, Gratitude Railroad, Brazen Impact, and Grantham Foundation for the Protection of the Environment.

#J-18808-Ljbffr

  • Business Strategy

    Found in: Jooble US O C2 - 2 weeks ago

    Boston, MA, United States Bank of America Full time

    Business Strategy & Intelligence Manager - Client Experience page is loaded Business Strategy & Intelligence Manager - Client Experience Apply locations Boston New York Charlotte time type Full time posted on Posted 3 Days Ago job requisition id 24013255 Job Description: At Bank of America, we are guided by a common purpose to help make financial lives...

  • Sales Experience Manager

    Found in: Jooble US O C2 - 2 weeks ago

    Boston, MA, United States Cartier Full time

    At Cartier North America, we are proud to employ talent from many different backgrounds, experiences, and identities. We believe that when diversity and inclusion are fully embraced and empowered, creativity and knowledge emerge to deliver excellence. We continue to work towards creating a workforce that represents the diversity of our clients and our...

  • Sales Experience Manager

    Found in: Jooble US O C2 - 2 weeks ago

    Boston, MA, United States Richemont Full time

    The story of Cartier is founded on audacity and passion. For more than 170 years we have embraced a bold, pioneering spirit that continues to inspire our teams across all Métiers from our boutiques to our workshops and corporate offices. Our 9000+ colleagues of 105 nationalities are united by a shared independent spirit and commitment to excellence,...

  • Global Head of Client Management

    Found in: Jooble US O C2 - 2 weeks ago

    Boston, MA, United States The Ceres Group Full time

    The Global Head of Client Management is an executive level position responsible for managing the Client Management function and all associated teams globally across the Americas, EMEA and Asia Pacific regions. The Global Head of Client Management will have overall responsibility for leading and overseeing the Client Management practice. The primary...

  • Receptionist and Client Experience Coordinator

    1 week ago

    Boston, United States Colliers Full time

    Make your next move an expert one. At Colliers it's not our success that sets us apart, it's how we achieve it. Our people are passionate, take ownership and always do what's right for our clients, people and communities. Why Colliers? Our enterprising environment needs your expertise to facilitate Colliers' continued growth as an industry leader. Our...

  • Client Manager

    1 week ago

    Boston, United States Pathstone Full time

    Company Description: Pathstone is one of the fastest-growing wealth management firms in the country, specializing in providing financial solutions and family office services to ultra-high net worth families, single family offices, and foundations and endowments.Recently ranked the #2 RIA (Registered Investment Advisor) firm in the U.S. by Forbes, Pathstone...

  • Client Manager

    2 days ago

    Boston, United States CareerBuilder Full time

    Company Description: Pathstone is one of the fastest-growing wealth management firms in the country, specializing in providing financial solutions and family office services to ultra-high net worth families, single family offices, and foundations and endowments. Recently ranked the #2 RIA (Registered Investment Advisor) firm in the U.S. by Forbes, Pathstone...

  • Director, Client Operations

    Found in: Jooble US O C2 - 2 days ago

    Boston, MA, United States Direct Recruiters Inc. Full time

    Client Summary: Specializes in making medical software safe and reliable. Empowers software teams to develop safe, secure, and compliant medical applications. Aims to automate documentation and quality processes for faster and innovative software production. Leading in integrating AI/ML into medical software. Position Responsibilities: Customer...

  • Client Partner

    Found in: Careerbuilder One Red US C2 - 19 hours ago

    Boston, MA, United States Virtusa Full time

    DescriptionCompany Background Virtusa Corporation is a leading worldwide provider of digital transformation services that accelerates business outcomes for Global 2000 businesses in banking and financial services, insurance, healthcare/life sciences, and telecommunications, technology, and media.  With over 30,000 people and over 50 offices worldwide, we...

  • Top 10 Private Client Tax Senior Manager

    Found in: Jooble US O C2 - 2 weeks ago

    Boston, MA, United States Austin Rose Associates Full time

    Workload: Private Client Tax compliance and advisory * 25-28 days holiday. Are you a Private Client Tax Senior Manager seeking to join an entrepreneurial and forward-thinking West End accounting firm? Are you keen to manage a prestigious portfolio of clients including HNWIs and non-doms? Our client is a Top 10 firm with the feel of an independent West End...

  • Sales Experience Manager

    Found in: beBee S US - 2 weeks ago

    Boston, United States Richemont Full time

    At Cartier North America, we are proud to employ talent from many different backgrounds, experiences, and identities. We believe that when diversity and inclusion are fully embraced and empowered, creativity and knowledge emerge to deliver excellence. We continue to work towards creating a workforce that represents the diversity of our clients and our...

  • Sales Experience Manager

    1 week ago

    Boston, United States Cartier Full time

    At Cartier North America, we are proud to employ talent from many different backgrounds, experiences, and identities. We believe that when diversity and inclusion are fully embraced and empowered, creativity and knowledge emerge to deliver excellence. We continue to work towards creating a workforce that represents the diversity of our clients and our...

  • Google TV Experience Manager

    Found in: Jooble US O C2 - 7 days ago

    Boston, MA, United States Acosta Group Full time

    **Google TV Experience Manager****General Information****Company:** PRE-US **Location:** BOSTON, Massachusetts, 02118**Ref #:** 49393**Function:** Merchandising **Employment Duration:** Full-time **Benefits:**+ Medical, dental and vision insurance + Company-paid life insurance, short-term and long-term disability + 401k program + Generous Paid Time Off (PTO)...

  • Sales Experience Manager

    1 week ago

    Boston, United States Richemont Full time

    The story of Cartier is founded on audacity and passion. For more than 170 years we have embraced a bold, pioneering spirit that continues to inspire our teams across all Métiers from our boutiques to our workshops and corporate offices. Our 9000+ colleagues of 105 nationalities are united by a shared independent spirit and commitment to excellence,...

  • Client Portfolio Manager

    1 week ago

    Boston, United States CareerBuilder Full time

    Primary relationship resource for a subset of our largest and most important existing Solutions relationships. Partner with sales to support the sales process and ongoing relationship management. This partnership will include support with the initial sales conversations (typically education), help with onboarding new relationships and then ongoing support...

  • Client Communications Manager

    Found in: beBee jobs US - 1 week ago

    Boston, Massachusetts, United States Marsh McLennan Agency Full time

    Client Communications ManagerThe Opportunity:As a Client Communications Manager, you will report to the President of Employee Health & Benefits and work closely with the Employee Health & Benefits consulting teams. In this role, you are responsible for content creation and content strategy for clients to educate and engage their employees and optimize their...

  • Client Manager, Lender Product

    Found in: Talent US C2 - 2 weeks ago

    Boston, United States CoStar Group Full time

    Responsibilities : Be the point of contact for a specified group of clients and build sustainable client relationships. Ability to communicate the overall value of CoStar Risk Analytics’ lender products and credit risk models. Provide clients with basic analytical support on portfolio risk assessment. When client inquiries become complex and need...

  • Senior Product Manager, Camera Experience

    Found in: Jooble US O C2 - 2 weeks ago

    Boston, MA, United States SimpliSafe Full time

    We're a high-tech home security company that's passionate about protecting the life you've built and our mission of keeping Every Home Secure. And we've created a culture here that cares just as deeply about the career you're building. We're embracing a hybrid work model that enables our teams to split their time between office and home. Hybrid for us means...

  • Assistant Manager

    2 days ago

    Boston, United States JTC Group Full time

    **ROLE OVERVIEW** **PURPOSE OF JOB** **MAIN RESPONSIBILITIES AND DUTIES** Like Kind Exchange Administration - Functions as key contributor with demonstrated knowledge and expertise when processing Like Kind Exchanges. Maintain relationships with Like Kind Exchange clients with the highest level of client service. - Confirm and discuss specifics of forward...

  • Managing Director Client Executives

    Found in: Jooble US O C2 - 2 weeks ago

    Burlington, MA, United States State Street Full time

    Charles River focuses intently on delivering market-leading and feature-rich technology wrapped in an exceptional client service experience. As a Client Management Director, you will be responsible for client satisfaction, retention, and growth by ensuring the effective delivery of Charles River IMS projects, support, and services while working closely with...