Website Sonen Capital
About Sonen Capital
Sonen Capital is a prominent independent impact investment advisor specializing in creating bespoke investment solutions aimed at delivering both competitive financial returns and meaningful social and environmental outcomes. Established with a strong conviction in the compatibility and mutual reinforcement between financial gain and lasting positive impact, Sonen Capital engages deeply with endowments, foundations, and family offices. Their investment strategy encompasses a comprehensive and customized portfolio management approach across diverse investment themes and asset classes. With a rich experience spanning over a decade, Sonen Capital is dedicated to contributing to systemic change through strategic capital allocation frameworks and collaborations with impact ecosystem leaders. Their headquarters is located in San Francisco, California, integrating a seasoned team and a solid commitment to diversity and inclusion as part of their core operational ethos.
About this Role
The Business Development Director role at Sonen Capital represents a crucial senior position responsible for elevating Sonen’s relationships with $50M+ endowments, foundations, and family offices globally. This position demands a strategic leader capable of spearheading revenue growth and expanding the firm’s client base while enhancing its market presence within the institutional investment sphere. The role requires a profound understanding of the challenges and needs unique to endowments, foundations, and family offices, alongside a strong drive to succeed in impact investment advisory. Key tasks involve sales efforts, client engagement, and a proactive stance in shaping Sonen’s brand visibility and market reputation.
Responsibilities
- Develop a comprehensive understanding of Sonen’s investment services and philosophy.
- Build and grow the pipeline of prospective clients across endowments, foundations, and family offices globally.
- Lead and support sales efforts including prospect research and presentation strategies.
- Manage sales cycle diligently and update CRM systems effectively.
- Engage with Centers of Influence to generate new leads.
- Contribute to thought leadership and enhance Sonen’s market visibility.
- Identify and participate in relevant industry events.
- Work collaboratively with colleagues across departments.
- Take ownership of all work products; initiate productivity improvements.
- Contribute to strategic business development planning.
Requirements
- Proven success in building and converting investor pipelines.
- In-depth knowledge of endowments, foundations, and family offices.
- Strong understanding of investment concepts and the impact investment industry.
- Excellent communication and writing skills.
- An outgoing, proactive, and confident personality.
- Independence in work with a strong sense of responsibility.
- Proficiency with CRM software and MS Office Suite.
Benefits
- Salary range of $150,000 – $175,000.
- 401(k) retirement plan.
- Health, vision, and dental insurance.
- 20 days of paid time off.
- 12 paid holidays.
- Potential equity award opportunities.
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