Senior Director, Fund Management and Client Services

About Mission Driven Finance

Mission Driven Finance is a financial services organization dedicated to using finance as a tool for social change. The company focuses on mobilizing capital to increase inclusive and equitable access to education, health, and wealth. Mission Driven Finance operates as a fully remote and distributed team across the United States, reflecting its commitment to flexibility and accessibility in how it structures its workforce.

The organization specializes in impact investing and fund management, working with various fund vehicles and client partners to channel investments toward communities and causes aligned with social and economic justice. Mission Driven Finance serves as an intermediary that helps structure, manage, and oversee private funds and investment vehicles designed to create both financial returns and measurable social impact. The company maintains a collaborative and entrepreneurial culture that emphasizes diverse perspectives, innovative problem-solving, and shared commitment to transforming the financial system.

Mission Driven Finance is structured around functional teams including Investment Management, Fund Services, Legal, Accounting & Finance, and IT, working together to execute on fund and client deliverables.

Mission Driven Finance is seeking a Senior Director, Fund Management and Client Services to join its Fund Services division. This position plays a critical role in managing the full lifecycle of impact investing fund vehicles and maintaining strong client partner relationships. The Senior Director will work primarily with the Managing Director of Fund Services and will be responsible for overseeing a portfolio of funds, managing client relationships, and ensuring effective operations across multiple fund vehicles.

The ideal candidate is an analytical professional with deep expertise in private investments, structured finance, and fund management. This person excels at balancing hands‑on technical analysis with team leadership, managing complex financial models and data, while coaching others to develop similar capabilities. The role requires someone who thrives in a fast‑paced, entrepreneurial environment where initiative and creative problem‑solving are expected and valued.

This is a fully remote position designed for a resourceful and highly organized professional capable of managing multiple complex work streams simultaneously. The successful candidate will be someone who loves creating elegant tools, templates, and processes that improve efficiency and accuracy while maintaining the highest standards of quality and attention to detail.

• Oversee a portfolio of funds and client relationships, serving as the dedicated fund manager responsible for the full lifecycle and operation of assigned funds
• Serve as the primary point of contact for assigned client partner relationships and lead client/partner meetings, including setting agendas, taking minutes, and following up on resulting action items
• Support fund governance processes for assigned funds, including preparing materials and managing the calendar for Investment Committee and fund advisory board meetings
• Maintain accurate records of consents, waivers, and other governance actions taken over the life of each fund
• Screen, underwrite, and produce credit memos for investment opportunities and deals for funds under management
• Present deals to the MDF Credit Committee and Investment Committee
• Collaborate with the Investment Team to ensure alignment on underwriting processes and quality standards
• Coordinate with the Borrower Services team to close investments
• Model and manage cash flows, distributions, and commitments, ensuring appropriate liquidity for fund…