Senior Manager, Client Engagement; RSF

RSF Social Finance is a pioneering nonprofit organization dedicated to using the tools of finance to bring about positive, real-world change. Our goal is not only to make capital available to groundbreaking social enterprises; it’s to transform the way people work with money. RSF supports a broad range of nonprofit and for-profit social enterprises in the fields of Food & Agriculture, Education & the Arts, and Climate & the Environment.

Primary services include our investing and lending programs, philanthropic programs and services, and Integrated Capital Institute. In partnership with our investors and donors, RSF has made over $600 million in loans, investments and grants since 1984, placing us in the top tier of social finance organizations worldwide. To learn more, please visit (Use the "Apply for this Job" box below)..org

RSF Social Finance seeks to hire a full-time Senior Manager, Client Engagement who will apply her/his professional experience and expertise to advance RSF’s vision, mission, and values. The Senior Manager, Client Engagement will support RSF’s overall fundraising efforts by selling investment offerings with an emphasis on RSF’s Social Investment Fund (SIF). This person will leverage her/his sales experience to guide all SIF investor cultivation and stewardship strategies and activities including outreach to financial/wealth advisors and high-net-worth (HNW) individuals;

and engage RSF staff, Board, and Ambassador connections and networks. This person will also represent RSF at industry events and conferences. The Senior Manager, Client Engagement will inform and direct RSF’s SIF notes structure strategy (including the design of a multiple term notes offering) and will work collaboratively with the rest of the Client Engagement team to ensure that annual investment fund goals are met or exceeded.

• Achieve individual annual fundraising goals and collaborate with Client Engagement team members to meet overall annual fundraising goals.
• Strengthen RSF’s client engagement strategies, sales activities, and outreach efforts in support of RSF’s investment offerings, focusing primarily on the Social Investment Fund.
• Cultivate, solicit, and steward relationships with financial/wealth advisors, institutional investors, HNW individuals and other investors in support of Social Investment Fund.
• Design, implement, and direct multiple Social Investment Fund notes plan and offerings.
• Collaborate with Marketing team to develop and refine fundraising collateral and other SIF communications.
• Leverage network of professional contacts/connections to expand RSF’s investor prospect lists.
• Conduct field analysis to place RSF in the context of other collaborator/competitor investment fund offerings. Redesign strategy as needed.
• Provide Social Investment Fund transactional support, new account set up, quarterly statement mailings, and access to online client portal, as needed. Re-design investor account business processes to optimize efficiency.

Community Engagement & Team Leadership

• Serve as a spokesperson and ambassador for RSF at conferences and gatherings. Attend events to expand network, raise awareness about RSF offerings, and build new relationships.
• Work with Client Engagement team members to implement and represent RSF at events for clients, prospects, and other stakeholders.
• Cross-train on fundraising for other RSF offerings and programs, as needed.
• Partner with the Social Enterprise Lending team to learn about and engage with the SIF community of borrowers.
• Participate in Community Pricing Meetings (meetings between RSF staff, borrowers, and SIF investors to inform the Fund’s interest rate).
• Collaborate with colleagues to ensure outreach, solicitation, and fundraising goals are…