Job Description

Boston Area (preferred) or Washington DC

Posted 3 months ago

Would you like to help lead business development and sales for an industry-leading, tech-enabled impact investing platform?

Do you have a 10-15+ year track record of successfully closing new consultative relationships in the private wealth and/or charitable sectors? Are you passionate about being a leader of a rapidly growing, mission-driven firm mobilizing capital into impact at scale?

CapShift is a mission-driven growth company working at the intersection of finance and impact to direct hundreds of billions of dollars to funds and social enterprises tackling major social and environmental challenges. We offer a fast-paced, collaborative environment with a culture of personal development, creative freedom, and the partnership of a dedicated team.

All roles at CapShift require flexibility and collaboration, given the start-up nature of the organization. CapShift is looking for a Business Development Managing Director/Senior Director (title based on experience) who will:

Responsibilities

• Lead the expansion and refinement of the sales and growth strategy and playbook
• Manage revenue reporting and forecasting for the executive team and Board of Directors
• Support CapShift’s presence in the industry, including travel to conferences, leading webinars, and direct meetings with prospects
• Oversee a multi-person sales team (full and part-time), including building out training, messaging, incentives, and individual goals
• Report to the CEO
• Advisor and family office relationship management
  • Play a lead role in generating and cultivating new relationships in the advisor and family office segment
  • Develop strategy and execute new institutional and channel partnerships within the financial services and wealth management sectors
  • Be prepared to travel 2-3x per month
• Client Engagement
  • Coordinate with the Client team to build out advisor and client rep relationships with a growing set of wealth advisors and DAF providers, to deepen their adoption of CapShift’s platform
• Team leadership
  • Play a leader-player role that will require coordinating a team of sales leads with deep industry expertise and serving as a sales lead, specifically on our most complex institutional sales
  • Deeply understand CapShift’s mission, value proposition, and impact investing solution to effectively communicate with potential clients, in coordination with Product and Marketing teams
  • Closely coordinate with the Marketing team to develop collateral, campaigns, and event ideas to drive brand awareness and lead generation – on topics such as climate change, social justice, community investing, and global health
  • Play an active role in creating company culture and building processes to support scale

Qualifications

• 10-15 years or more of experience in business development leadership across the private wealth and/or charitable sectors (advisors, family offices, foundations, donor advised funds, and the overall high net worth wealth market)
• Consistent track record of meeting and exceeding individual and organizational sales goals
• Well-developed understanding of impact investing tools and products and how the private wealth and charitable sectors utilize them in their practice and portfolios
• Excellence in leading consultative sales of complex technology, advisory, or investment services
• A passion to work for a mission-driven and high-growth, flexible startup environment in which employees are expected to take on multiple responsibilities (prior startup experience preferred)
• Proficiency with Salesforce and sales forecasting and reporting
• Prior experience in managing a relationship-driven sales process and team
• Excellent communication, presentation, analytical, and problem-solving skills

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 short 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 jobs@capshift.com with “Business Development Managing Director/Senior Director” in the subject line. Please include answers to the following questions:

• 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 (eg., H-1B visa status, etc.)

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

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.

Job Tags

Similar Jobs