Teams at ImpactAssets

Manage a portfolio of high‑value clients (HNW, family offices, foundations, corporates). Lead onboarding, coordinate multi‑party deliverables, maintain CRM and service operations, plan engagement strategies, escalate complex issues, capture client insights, and support referral and growth goals while improving processes and playbooks.

Lead and scale a high-performing client engagement team for institutional and UHNW clients. Own onboarding, escalation management, KPI frameworks, CRM adoption, client satisfaction (NPS), retention and expansion strategies, and cross-functional coordination to translate client needs into product and service improvements.

Lead client engagement for institutional clients, design impact and investment strategies, construct bespoke portfolios, manage onboarding and reporting, quarterback meetings and cross‑team deliverables, and support prospect-to-client conversions while ensuring high service standards and impact measurement alignment.