Senior Relationship Manager

Domini Impact Investments LLC is currently seeking a Senior Relationship Manager to join our team in New York, New York.

Who we are:

We believe the investments we make today will shape the world we live in tomorrow. We manage the Domini family of mutual funds to help build a better future for the planet and its people and grow a community of investors working to address a wide range of social and environmental issues.
Domini Impact Investments LLC is a women-led SEC registered investment adviser specializing exclusively in impact investing. We serve individual and institutional investors who wish to create positive social and environmental outcomes while seeking competitive financial returns. We apply social, environmental, and governance standards to all our investments, believing they help identify opportunities to provide strong financial rewards to our fund shareholders while also helping to create a more just and sustainable economic system.
Domini has a large, global brand presence in a small firm environment. We provide a mission-driven career with an opportunity for rapid advancement. Our nimble atmosphere allows for employees to learn and master a wide array of industry knowledge and skills, work closely and collaborate with the most senior leaders in the firm, and welcomes fresh perspectives and ideas.
Domini is proud to be an Equal Employment Opportunity employer that celebrates diversity and does not discriminate based on race, religion, color, national origin, sex, sexual orientation, gender identity, age, veteran status, disability status, or any other applicable characteristics protected by law.

About the role:

The Senior Relationship Manager will have primary responsibility for Domini’s institutional sales and distribution efforts. Our successful candidate will lead sales activities with prospects and clients and work closely with the firm’s senior leaders to develop and implement Domini’s strategy for institutional business development, with the goal of driving positive net inflows across institutional channels and deepening client relationships.
Life in a small firm requires a willingness to take on any task that needs completion to ensure firm and project success. This requires a passion for engaging in new challenges and roles, as well as fulfilling basic duties that are often crucial to achieving strong results and best-in-class branding.

What you will do:

Lead national sales efforts for the Domini Funds to drive growth and retention of assets under management from institutional investors.
Assist in the development and implementation of Domini’s institutional sales and business development strategy, including documenting and reporting on specific goals, actions, and KPIs.
Become an expert on Domini’s investment strategies, mutual fund vehicles and share class structures, broker-dealer platform availability, and distribution arrangements.
Leverage industry knowledge to identify and pursue new business leads and develop pipeline of sales prospects across distribution channels, including broker-dealer platforms, RIAs, family offices, consultants, pension plans, foundations/endowments, etc.
Convert prospects into clients by showcasing Domini’s leadership in impact investing, educating them on the Domini Funds, and demonstrating how we can uniquely serve their investment needs.
Lead sales and due diligence meetings with prospective and existing clients, traveling regularly and as needed to meet with prospects and clients in person.
Manage relationships and due diligence activities with manager research teams and gatekeepers to get the Domini Funds onto recommended lists and win model mandates.
Represent Domini and expand network through attendance at in-person and virtual industry events and conferences, including opportunistic speaking engagements. Help plan and manage the firm’s overall strategy for institutional events and sponsorships.
Expand and deepen client relationships through regular and consistent communication and exceptional client service.
Collaborate across departments on sales materials (e.g., pitchbooks, RFI responses), institutional marketing communications, and thought leadership content.
Help maintain CRM database, including contact records, sales activity logs, and related reporting.

Our ideal candidate:

Minimum 7-10 years of experience in financial services, ideally in sales and/or relationship management role
FINRA Series 6 or 7 license and Series 63 license required
Readiness to travel frequently for client meetings and conferences
Highly motivated with a desire to take initiative and deliver results
Exceptional communication, interpersonal, and professional networking skills
Strong presentation, public speaking, and writing skills
Perceptive, diligent, and organized, with a passion for delivering exceptional client service
Effective project management and problem-solving abilities
Ability to work both independently and as part of a team
Sound judgment, strong integrity, sensitivity to diverse constituencies, and a passion for helping build a better world

Why Join Our Team:

Be part of forward-thinking, inclusive team committed to making a positive difference in the world
Boutique financial services firm with an exclusive focus on impact investing
The base compensation for this role is between $125,000 and $150,000. Salary is based on factors such as experience, skills, etc. This role also offers an additional bonus based on individual, department and firm success.
Generous compensation and paid time off package
Employer-paid medical benefits for employee
Employer-paid dental benefits
Employer-paid life insurance
401(k) with employer matching program
Omni-channel work environment including both office and remote work

Contact Information:

Resume and cover letter, including salary requirements must be submitted to be considered for this position. Please forward your resume and cover letter to: careers@domini.com