Manager, Client Experience

Boston Area or Washington, DC (Hybrid- 3 days a week in office)

Posted 3 days ago

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

We are seeking a manager to join our Client team to support and grow into managing impact investment programs across leading private wealth and charitable institutions.

CapShift is a mission-driven growth company working at the intersection of finance and impact. 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 hundreds of billions of dollars to funds and social enterprises tackling major social and environmental challenges.

Responsibilities

Institutional Account Support

• Work with our client leads to design and manage complex institutional relationships with senior leaders across the largest financial advisors, donor-advised fund (DAF) providers, family offices, and foundations
• Delight clients through strong relationships and exceptional customer service
• Work across CapShift’s teams to help financial and philanthropic institutions get the most value out of CapShift’s capabilities across research, marketing, operations, portfolio advisory, and technology
• Institutionalize client best practices across the CapShift team and strengthen technology-based processes to manage client accounts at scale

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 – through written collateral, email campaigns, one on one meetings and more – we want you to bring new and creative ideas!
• Bring in the voice of the customer to help create and execute on an engagement plan in collaboration with other internal team leaders, while bringing client insights to our Product teams to help us build our roadmap
• Establish and monitor metrics of success across client relationships
• Opportunity to lead client relationships commensurate with prior experience

Qualifications

• 3-5 years of relevant work experience
• Client service experience required – preferably in a financial services or other professional setting
• A desire to learn about wealth management, investment finance, or impact investing
• Extremely 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
• Alignment with CapShift’s vision of systems change through mobilizing large amounts of capital into authentic impact investments across the Sustainable Development Goals

How 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 — using the form below.

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

Apply Here

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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.

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