Manager, Client Experience

Background

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 $350 million of 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 ​works​ with many leading wealth management firms and 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.  

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.  

Summary

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. 

Requirements

• • 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

Compensation and Benefits

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

How 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.