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

Qualifications

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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Are you currently authorized to work in the United States?

Do you now, or will you in the future, require sponsorship for employment visa status (e.g., H-1B visa status, etc.) to work legally for our Company in the United States?

How did you find out about this position? (Please note if you were referred by a CapShift team member).

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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