WM Global Investment Office - Institutional Innovation Lead, Investing with Impact / Impact Private Markets, Executive Director
Core
Leading the creation, development, and execution of innovative impact and sustainable investing solutions, specifically in Impact Private Markets and alternative investments, for institutional and sophisticated private wealth clients.
Role type
Senior, client-facing, strategic Executive Director / Institutional Innovation Lead
Builds
Impact Private Markets platform, alternative investment products, and holistic wealth solutions
Domain
Financial Services / Impact Investing / Private Markets
Required skills
Investment judgment, commercial orientation, client presence, team leadership, cross-functional collaboration, due diligence, strategic roadmap planning, impact reporting strategy, manager engagement, CRM management, industry presence
Preferred skills
Master's degree, MBA, CFA, focus on sustainability/impact investing/private markets
Technologies
N/A
Responsibilities
Lead the Institutional Innovation agenda for impact and sustainable investing solutions; Shape the strategic roadmap for the Impact Private Markets platform; Oversee diligence and approval work for impact-focused alternative investment funds; Act as a senior client-facing representative for institutional clients and Financial Advisors; Manage and develop team members; Engage with internal partners across Legal, Risk, Compliance, and Technology
Seniority
Executive Director, Senior Leadership