Client Services Manager

About Candide Group:

Candide Group leverages capital to support the transition away from an extractive global economy to one that is built upon values of social justice and sustainability. We support families, foundations, and other clients who want to flow their money to social justice-focused companies, funds, and vital organizations building a new economy. As a Registered Investment Advisor, we focus on private assets — debt, private equity, real assets, and innovative new structures — where there are both real capital needs and opportunities for mission-aligned clients to build impactful portfolios. We recognize that achieving our values will require an intense reorganization of society, and thus the pursuit of multiple strategies — in addition to our core line of work pursuing transformative impact through investing, we also leverage traditional advocacy through active participation in activism campaigns, work with other organizations about how they can better align their money and values and maintain a thriving presence in media to affect change.

The past few years have been a time of phenomenal growth and development for Candide Group, and since inception, we have directed over $215M into over 115 companies and funds thus far (as of June 2024). Over half of our portfolio is led by people of color and women - in general, we have a strong commitment to equity and inclusion both within our team and the teams we invest in. As we continue to add more relationships of families, foundations and institutions who want their money working for justice, our team is growing to serve those clients.

About the position:

The Client Services Manager provides leadership for all aspects of the client experience within the Advisory practice at Candide Group. Working alongside our senior investment team members, this is an exciting opportunity for a candidate who is deeply committed to impact investing at the intersections of social justice and converting client wealth into a tool for social change. It requires a working knowledge of client relations, investment structures, reporting processes, compliance practices, and impeccable accountability in managing important relationships for Candide Group.

Our standard for working with our clients requires a high level of proficiency, privacy, and professionalism. As we grow and continue to build highly customized portfolios, our goal is to provide authentic and educational services to everyone with whom we work, and the Client Services Manager is the key team member accountable for supporting client services, processes, systems, and target outcomes.

Success in this role is largely defined by the following four factors:

1. Systems for client growth and management are well-defined, efficient and effective.
2. Systems for pipeline and portfolio management, on behalf of clients, are organized, scalable, and productive.
3. Client acquisition, satisfaction, and retention are all kept at a high level.
4. Cultural competencies in the areas within which we strive to impact.

Primary Tasks:

Client Management, Planning & Growth

• Client Management (50% Time Allocation):
  • Build and hold detailed knowledge of our clients, their portfolio strategies, impact goals and general preferences.
  • Develop client meeting agendas and executing follow ups; responsible for keeping client files and notes organized, accessible, and updated, and distributed in a timely manner.
  • Contribute to and track client deliverables including quarterly portfolio reports, impact reports, and ad-hoc questions and requests.
  • Collaborate with the operations department to send quarterly client invoices and account receivable receipts.
  • Support the development and finalization of new client agreements in collaboration with legal counsel.
• Client Strategy (20% Time Allocation):
  • Oversee pipeline management and the matching of clients to opportunities in a timely and efficient manner.
  • Support the investment team in identifying suitable investments for a particular client’s interests
  • Shepherd the investment execution process and act as a bridge between clients and pipeline opportunities, including but not limited to obtaining client approvals and sending and filing subscription agreements, investment agreements, and other client documents.
  • Support ongoing development of client strategies, such as identifying new impact or investment opportunities, enhancing client questionnaires, and improving processes for understanding and onboarding new clients.
• Client Growth & Development (30% Time Allocation):
  • Develop and execute proactive strategies for targeted outreach to and education of potential clients in collaboration with our communications team.
  • Draft and collaborate with the advisory team to produce RFP responses, Proposals for Service, Scope of Service, Pitch Materials, etc.
  • Manage and file new client documentation (onboarding) or archive all client-related documents (offboarding).
  • Formally onboard new clients to understand and map out annual investment goals, impact verticals, asset classes, risk/return profiles, and budgets.
  • Collaborate, document and streamline these processes with key internal stakeholders.

Systems Development and Management

• Build organizational consistency and streamline information and systems, including:
  • Client impact and investment goals
  • Client budgets
  • Pipeline tracking and prioritizing
  • Client deliverable tracking
  • Client feedback/satisfaction; and
  • File/data retention.
• Collaborate to ensure client and investment-related systems fulfill our compliance requirements.

Qualifications and skills for succeeding in this role include:

• Related experience in client services and management, with demonstrated success in building and nurturing client relationships, including managing client communications, overseeing the execution of investment strategies, and ensuring high levels of client satisfaction and retention.
• 5-10 years of relevant professional experience in client services, with a solid track record in managing investment portfolios and reporting processes.
• 5-10 years of experience in financial management, including knowledge of investment structures, client budgeting, and compliance practices relevant to managing client portfolios and executing investment agreements.
• Expertise in developing and implementing systems for tracking client goals, pipeline management, and deliverables, ensuring efficiency and compliance within client services.
• Proven ability to contribute to cross-functional teams and collaborate effectively across various departments, managing up and across while working with stakeholders across different time zones.
• Strong track record of polished and precise communication, with experience drafting and presenting RFP responses, proposals, and pitch materials, and managing sensitive client-related documentation.
• Familiarity with cloud-based applications for workflow management, such as Affinity and Asana, or similar systems that enhance organizational efficiency and support client services and activities.
• Commitment to and/or desire to learn more about social justice issues and impact investing, with a willingness to continuously learn and align investment strategies with social and environmental justice goals.

Location:

The preference is for this position to be located in the San Francisco Bay Area, and we will prioritize those applications. However, we are potentially open to other locations nationally if the skill set is compatible. We are a mostly remote team with monthly meetings for Bay Area staff and full-team gatherings once or twice a year, which may require travel. Ideally, if Bay Area-based, this role will attend monthly meetings in Oakland.

Hours, Compensation, and Benefits:

This is a full-time exempt position. The salary range is $126,000.00 — $137,000.00 commensurate with experience. Additionally, we offer benefits such as medical, dental, and vision insurance, an employer-contributed 401K, 15 days of PTO, and our office is closed the first week of July and the last week of December.

To Apply:

Please email the following to hiring@candidegroup.com and include “NAME - Client Services Manager Application” in the subject line:

• A cover letter indicating the reasons for your interest in this position, what prior experience you bring that would serve you in the role, and why you think you’d be a great fit.
• Your resume.

Please note, there will be an independent assignment if you are invited to a second interview, and before extending a final offer, we will ask for three references.

The deadline for applying is Friday, November 1, 2024.

Candide Group is an equal opportunity employer committed to diversity, equity, inclusion, and justice. We strongly encourage and seek applications from women, people of color, including bilingual and bicultural individuals, formerly incarcerated individuals, as well as members of the lesbian, gay, bisexual, and transgender communities. We do not discriminate in hiring or employment on the basis of race, color, religion, national origin, gender, marital status, sexual orientation, age, disability, or veteran status.