Director – Advisory Services

Social Impact Advisory Firm


Professional Services


Austin, TX / San Francisco, CA / Boston, MA / Washington, DC





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Position details

Client / Situation

  • Our client is a non-profit dedicated to mobilizing capital to drive social progress
  • They engaged us to find a Director who, in collaboration with the CEO and the senior management, will both shape and implement the organization’s advisory services strategy

Objectives / Mandate

  • Build the pipeline of advisory business in collaboration with Social Finance senior management
  • Serve as primary contact through all phases of an advisory project Project ManagementDesign and structure work required to provide excellent deliverables to partners > Drive intellectual work on the project, pursuing action-oriented recommendations that will deliver impact for partners and Social Finance > Maintain close contact with partners (individuals and organizations) throughout the project and facilitate workshops/meetings > Update senior management on project progress and elevate important content and issues > Collaborate across the firm to support business development and fundraising efforts > Support the firm’s talent management efforts via recruiting, coaching, goal setting, mentoring, and ongoing performance management > Serve on the firm’s commitments committee

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