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Head of Advisory

Company: Global Impact Investing Network
Location: New York
Posted on: May 28, 2023

Job Description:

You are a dynamic leader who has experience in both structured, rigorous environments and small startup firms where the team was built from scratch. With a strong service orientation, you have managed and grown client relationships. You are able to grow network and industry presence while bringing in net new clients and revenue, as your formal training establishes credibility with clients and your attentive nature ensures that clients are heard and valued.You are skilled at building and managing a team of advisors, developing talent, and integrating professionals into the Align Impact culture. You provide tools, resources, and training while fostering constant innovation and improvement, earning the trust of your direct reports.What You Will Be Doing:The Head of Advisory will align closely with the CEO and COO to provide strategic support across the company. You will partner with key stakeholders on the implementation and education of impact initiatives and performance reporting while directing research and advocating for new strategies based on client demand to complement the existing offerings.Responsibilities:

  • Oversee all client engagements across the organization
  • Lead the most complex client relationships
  • Build and manage a team of Advisors & Sr. Advisors, developing that talent and integrating professionals into Align Impact's culture
  • Set the bar and advise, coach and mentor the rest of the advisory team
  • Coordinate and collaborate with the CEO, COO, and contribute to Business Development efforts across the organization, bringing in net new clients/revenue
  • Continue to grow your network & industry presence for the company and you professionally
  • Standardize Align Impact's offerings and provide tools, resources, and training to the advisory team
  • Facilitate constant innovation and improvement, including strategic projects and initiatives for the firm as well as impact ecosystem
  • Contribute to and collaborate with Executive Team & Senior Leadership (both as a collective as well as with individuals)
  • Sit on Internal Investment Committee
  • Prioritize appropriately & effectively manage deadlines
  • Deliberately focus on your professional developmentQualifications
    • A Bachelor's degree in Business Administration, Finance or a relevant field from an accredited institution with a preference for CFP. A Masters' degree is preferred.
    • 15+ years of related experience, preferably in private wealth management
    • Strong experience leading, supervising, and motivating a team of Financial Advisors
    • Strategic thinker and proficient in decision-making
    • Deep understanding of ESG, Impact Investing, Modern Portfolio Theory, taxes, estate planning, insurance, and overall market environments
    • Some travel will be required based on the location
    • Ability to communicate effectively and in a professional mannerTo applyApplicants will be directed to the Job Posting on Creative Alignments Jobs Board .Compensation is expected to range between $350,000 to $485,000 base annually, commensurate with experience plus benefits. Opportunity for bonus and equity.Align ImpactAlign Impact is a female-founded, owned, led and majority-staffed, SEC-registered independent advisor and certified B Corporation with $2.6 billion of assets under advisement. We specialize in co-creating and implementing impact investing strategies with individuals, families, foundations, institutions, and advisors.Align Impact envisions a world that works for all of humanity's 8 billion people and the planet. Impact investing has the power to help realize that vision and is an integral part of the wealth management process. We build diverse investment portfolios that integrate our clients' values within a disciplined due diligence process and craft strategies that outline their personal impact targets and the resources available to achieve those impacts. With the Impact Strategy as our roadmap, we evaluate and deploy capital to best-in-class investment and philanthropic opportunities over time, and then monitor and report on the progress of implementation while iterating the impact investing strategy accordingly.

Keywords: Global Impact Investing Network, New York , Head of Advisory, Other , New York, New York

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