Website Sonen Capital
About Sonen Capital
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 experience in impact investing, Sonen Capital partners with clients to develop and manage comprehensive and customized portfolios across various investment themes and asset classes. Founded on the conviction that financial returns and lasting impact are mutually reinforcing objectives, the company is committed to creating positive change through strategic investment. In addition to its core services, Sonen Capital is dedicated to promoting and driving economic progress in underserved regions. Recently, the firm pledged to support the Americas Partnership Angel Investor Network to invest over $1 billion in Latin American and Caribbean founders. This commitment aims to empower these regions’ entrepreneurs and contribute to their economic development.
About this Role
We are seeking an experienced Business Development Director to join our sales and 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 essential. The Business Development Director will be based in San Francisco, California, and report to the Chief Growth Officer. This senior role will primarily be responsible for growing Sonen’s relationships with $50M+ endowments, foundations, and family offices globally. The role requires a deep understanding of the unique needs and challenges faced by such institutions 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, and participation in investor pitches and RFPs.
- Grow revenue and convert prospects to clients by managing the sales cycle and workflow diligently, updating and managing the CRM system, and running and analyzing 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, and operations.
- Take ownership of the quality and timeliness of all work products and initiatives to improve productivity and results.
- Contribute to business development strategic planning and execution.
- Anticipate market trends, market needs, industry changes, and competitive intel, and suggest adaptations as needed.
Requirements
- Demonstrated success in building investor pipelines and converting prospects to clients.
- In-depth knowledge of endowments, 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, and PowerPoint.
Benefits
- Salary Range: $150,000 – $175,000
- 401(k)
- Health, Vision, and Dental Insurance
- 20 days PTO
- 12 paid holidays
- Potential equity award
