Business Development Director

Company: Sonen Capital LLC
Location: San Francisco
Posted on: November 13, 2024

Job Description:

Sonen Capital is an independent impact investment advisor that works with endowments, foundations, and family offices to create bespoke investment solutions that deliver competitive financial returns alongside meaningful and measurable social and environmental impact. With over a decade of impact investment experience, we partner with clients to develop and manage comprehensive and customized portfolios across all investment themes and asset classes. Sonen was built on the conviction that investing to generate financial returns and lasting impact are not only compatible but also mutually reinforcing objectives.We are seeking an experienced Business Development Director to join our sales & marketing team. The ideal candidate will have a demonstrated track record of building an institutional investor pipeline and converting prospects to clients in investment advisory and/or asset management businesses. A passion for impact investments is a must.The Business Development Director will be based in San Francisco, California, and report to the Chief Growth Officer.RoleThe Business Development Director is a senior role primarily responsible for growing Sonen's relationships across $50M+ endowments, foundations and family offices globally. This position is responsible for driving revenue growth, expanding our client base and strengthen our market presence with institutional investors. The role will also require a deep understanding of the unique needs and challenges faced by endowments, foundations and family offices, and impact investment advisory.Responsibilities

• Develop a complete understanding of Sonen's investment services, processes and philosophy and passionately articulate the firm's capabilities with internal and external constituents.
• Build and grow the pipeline of prospective clients across endowments, foundations and family offices globally.
• Lead and support sales efforts, including prospect research, identification and qualification, presentation strategy, content development, participate in investor pitches, and RFPs.
• Grow revenue and convert prospects to clients by managing sales cycle and workflow diligently, updating and managing CRM system, run and analyze reports.
• Develop relationships and engage with Centers of Influence (COIs) to generate new leads.
• Contribute to the development of thought leadership and other marketing content, including providing strategic guidance on branding, messaging, and positioning to enhance Sonen's visibility and reputation in the market.
• Identify and participate in relevant industry events to build brand and pipeline.
• Be a team player, working collaboratively with colleagues in business development, investments, compliance, finance & operations.
• Takes ownership on quality and timeliness of all work product; take initiatives in improving productivity and results.
• Contribute to business development strategic planning and execution. Anticipate market trends, market needs, industry changes and competitive intel and suggest adaptation as needed.Qualifications and Experience
  • Demonstrated success in building investor pipelines and converting prospects to clients
  • In depth knowledge of endowment, foundations and family offices.
  • Good understanding of investment and asset allocation concepts, and the impact investment management industry.
  • Outstanding communications and writing skills.
  • Out-going, proactive and confident personality.
  • Ability to operate independently with a high level of responsibility, while partnering effectively with the team.
  • Experience with CRM.
  • Strong command of Word, Excel, Powerpoint.Compensation and Benefits
    • Salary Range: $150,000-$175,000
    • 401(k), Health, Vision, and Dental Insurance
    • 20 days PTO
    • 12 paid holidays
    • Potential equity awardLocationEqual Opportunity EmployerSonen is an equal opportunity employer that is committed to inclusion and diversity. We seek to ensureequal opportunity for all applicants without regard to race, color, religion, sex, sexual orientation, genderidentity, national origin, disability, Veteran status, or other legally protected characteristics.
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Keywords: Sonen Capital LLC, Tracy , Business Development Director, Executive , San Francisco, California