The Associate will serve as the first point of contact for clients via phone and email, troubleshooting issues and guiding them through the client portal. They will also maintain accurate records and coordinate with internal teams to resolve inquiries and support operations.
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 Staff Accountant is responsible for managing general ledger activities, month-end closing processes, and accounts payable functions. They also provide support for audits, tax reporting, and grant disbursements while identifying opportunities for process efficiencies.
The Senior Officer manages a portfolio of high-net-worth and institutional clients, serving as their primary point of contact and internal advocate. They are responsible for coordinating onboarding, driving strategic engagement, and ensuring high service standards across internal departments.
The Director of Client Engagement leads a high-performing team to ensure exceptional client experiences, relationship excellence, and effective cross-functional collaboration. This role establishes operational infrastructure, manages complex client escalations, and drives continuous improvement in service delivery and client satisfaction.
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.
