The Director of Events & Sponsorships will define and execute the annual event portfolio, including client convenings, thought leadership forums, and internal programming. They will partner with senior leadership to translate brand mission into bespoke experiences while managing budgets, vendor relationships, and sponsorship activations.
The Senior Associate will manage the operational infrastructure, CRM workflows, and data analytics to support the Client Solutions team's growth. They will also coordinate inbound leads, maintain pipeline reporting, and collaborate across departments to streamline the prospect-to-client transition.
The Senior Associate will drive new client acquisitions for the firm's impact investing platform by identifying and engaging high-value prospects. They will also manage the sales pipeline, develop strategic proposals, and collaborate with internal teams to ensure seamless client onboarding.
The Associate will manage investment operations, including capital calls, distributions, and data reconciliation for private debt and equity investments. They will also proactively identify process improvements and provide high-level support to internal stakeholders and fund contacts.
The Associate will support investment execution, monitor private debt and equity impact investments, and manage corporate actions. They will also identify process improvement opportunities and support cross-functional initiatives to enhance client experience.
The Investment Strategist leads client engagement for institutional investors, managing relationships from prospect closing to ongoing portfolio strategy and implementation. They are responsible for designing impact investment strategies, drafting Investment Policy Statements, and coordinating bespoke reporting for family offices, foundations, and corporations.
The Director will develop and lead a company-wide thought leadership strategy to elevate the brand and position executives as industry experts. They will manage editorial standards, oversee content production across various channels, and partner with internal teams to align narratives with business goals.
