Managing Director, Client Experience

Boston, MA
Job Type
Deadline for Applications
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 — to the form on our website.
Where to Apply

Position: Managing Director, Client Experience
Type of Role: Full-time
Location: Boston Area; 3 days a week in our West Newton, MA office with flexibility as needed

Do you want to enable leading financial and philanthropic institutions to invest more capital into low-income communities and protecting the planet?

We are seeking a client engagement leader to manage our relationships 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 the $1.5 trillion of charitable assets in the U.S. 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 hundreds of billions of investment dollars to funds and social enterprises tackling major social and environmental challenges.


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 providers, financial advisors, and family offices

Direct successful client impact investing programs, ensure the highest-quality deliverables, and delight clients through strong relationships and exceptional customer service

Lead onboarding and program launch for new institutional clients, helping them to roll out CapShift’s platform to their team.

Lead the Client Experience team, managing, training and mentoring other team members in client best practices

Coordinate with CapShift team to deliver capabilities to clients across impact investment research, marketing, operations, portfolio advisory, and technology

Client Engagement

Support our client’s advisors and sales teams, driving them to better utilize our tools and services to build impact investment portfolios

Be an expert on impact investing and engage family facing team members at CapShift’s clients to ensure they are equipped to meet client 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

Determine how to best position regular education and marketing collateral for our clients’ internal teams

Deliver on strategic client experiences that are consistently connected to the firm’s overall growth strategy

Client Strategy

Establish and monitor metrics of success for client relationships

Represent the client’s voice within CapShift and as part of CapShift’s leadership team

Establish a common approach and process for driving implementation across client verticals, and oversee rollout among other client account leads on our team


7-15+ years of relevant work experience

Experience managing complex customer relationships, multifaceted deliverables, and strategic engagement strategies

Strong project management skills and an ability to critically review and prioritize projects based on business needs

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

Finance and investment acumen from studies or relevant work experience desired

Preference for demonstrated experience in managing wealth management relationships

Preference for demonstrated familiarity or expertise 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

About CapShift

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 is ​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.

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 form on our website.

We will begin reviewing applications starting November 20th. We encourage interested candidates to submit their applications early.

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