Vice President, Client Development
RSF Social Finance is an impact-focused financial intermediary committed to reimagining and transforming the economy. Centering relationships, RSF uses the tools of finance to bring about positive, real-world change. Through lending, investing, and giving we change the way people relate to and activate money. We connect social enterprises with various forms of capital to contribute to a more just, regenerative, and compassionate world. As a non-profit, RSF supports a broad range of social enterprises in the fields of Food & Agriculture, Education & the Arts, and Climate & the Environment. Primary services include our investing and lending programs and philanthropic programs and services. In partnership with our investors and donors, RSF has made over $800 million in loans and grants since 1984, placing us in the top tier of social finance organizations worldwide.
Our team of passionate professionals is mostly based in the Bay Area, and we work with clients throughout the United States and Canada.
The Vice President, Client Development oversees the Client Engagement and Philanthropic Services departments and collaboratively leads their respective team members. The Vice President works closely with the CEO and Executive Team members to advance RSF’s leadership position as a financial intermediary that catalyzes transformation by circulating money. We do that with a community of values-driven individuals, institutions, and social enterprises. This role cultivates and stewards long-term relationships with donors, investors, and partner organizations and accesses gifts and investments to further RSF’s activities and mission.
Key responsibilities include stewarding relationships with clients, new business development, and overseeing client services. This position also represents RSF externally at conferences, meetings, in the press, etc.
Relationship Management and Business Development (70%)
- Develop and lead the client engagement, fundraising, and business development strategy for RSF’s assets under management, including Donor Advised Funds, Social Investment Fund, and Collaboratives, i.e., philanthropic funds representing specific fields of interest.
- Build long-term client relationships, serve as primary relationship manager for a portfolio of clients and prospective clients, and grow the diversity of RSFs client roster. Focus on the following stakeholders:
- Individual investors and donors
- Wealth Advisors
- Foundations and other values-aligned institutional investors and donors
- Achieve fundraising and business development goals for RSF’s funds.
- Serve as key ambassador for RSF’s work by actively communicating and furthering RSF’s relationship-based approach to working with money and allowing individuals and institutions to align their money with their values.
- Represent RSF at industry events, conferences, and webinars and raise RSF’s profile through speaking engagements, PR, and field leadership.
- Oversee and monitor the generation of revenue from RSF’s services and assets under management.
Client Services (20%)
- Ensure excellent, timely and efficient client service for investors, donors, and grantees.
- Supervise and coach the client services departments (Philanthropic Services grants management and Social Investment Fund teams).
- Assess and recommend infrastructure, process, and capacity improvements by working closely with the Finance, Accounting, and Systems departments.
Executive Leadership (10%)
- Attract and retain talent, lead with clarity and compassion, be a coach and mentor to direct reports and staff members within the department.
- As a member of RSF’s Executive Team, contribute to organizational vision and strategy.
- Contribute to a vibrant, client-focused, and collaborative organizational culture.
- 10+ years of experience in relationship management, fundraising, and/or business development.
- Proven ability to lead teams and manage client-facing business processes.
- Excellent communication skills.
- Demonstrated track record of results–orientation.
- Financially savvy, understands financial services and financial instruments.
- Is passionate about associative/stakeholder economics and participatory grantmaking.
- Collaborative leader, culture carrier, and is committed to diversity and inclusion.
- Appreciates and invites reflection and mindfulness as an element of RSFs culture and community.
Other Job Requirements
Judgment and Independence:
- Ability to handle sensitive client and employee information with strict confidentiality and professionalism.
- Ability to exercise sound judgment, manage time effectively to solve problems, and respond appropriately to changing circumstances and priorities.
- Ability to learn quickly, work well under pressure, and meet deadlines.
- Ability to work collaboratively with staff members and external partners.
- Ability to work independently and as part of a team.
- Commitment to the purpose, values, and operating principles that inform RSF’s work.
- Must be able to use a computer for extended periods of time up to eight hours per day.
- Must be able to frequently communicate orally and by telephone.
Attendance and Availability:
- May be located anywhere in the US, provided the VP attends meetings in the Bay Area and client meetings anywhere in the US as required.
- Must be able to work during RSF’s during regular pacific standard time office hours as set forth in RSF’s Employee Manual.
- Must be available to occasionally work outside of regular office hours when needed.
- Must be able to travel extensively.
RSF Social Finance is an equal opportunity employer; candidates representing a diversity in backgrounds are encouraged to apply.