Social Finance
Director, Investor Relations for Impact-First Investments
Social Finance, New York, New York, us, 10261
Overview
Director, Investor Relations for Impact-First Investments is a senior fundraising and investor relations role focused on leading capital raising for Social Finance’s impact-first investment initiatives. The Director reports to the Chief Philanthropy Officer and collaborates with the Impact-First Investing team to manage existing investors and pursue a $250M fundraising plan for the Social Finance Impact First Fund. Location flexibility with preferred locations in Boston, MA; San Francisco, CA; New York, NY. Role and Responsibilities
Social Finance seeks a strategic and entrepreneurial Director to lead capital raising and investor relations for its impact-first investment initiatives. The Director will serve as the central relationship manager for existing investors and advance an ambitious $250M fundraising strategy for the Social Finance Impact First Fund. Key activities include positioning the Fund at the intersection of philanthropy and impact investments, identifying and cultivating prospective investors, and converting interest into commitments. The ideal candidate will bring a proven track record of fundraising from UHNWIs, family offices, foundations, and other mission-aligned institutions, financial fluency, and a passion for building the field of impact-first investing. The Director will collaborate cross-functionally with teams across the firm—including Impact First Investing, Legal, Finance, and Communications—to ensure excellence in investor experience, reporting, and fund positioning. This is a high-visibility role for an experienced fundraiser with strong execution skills and a track record of closing six- and seven-figure investments in a fast-paced, outcomes-oriented environment. Capital Raising and Investor Engagement
Lead fundraising efforts and relationship management for Social Finance’s Impact First Fund, with accountability for annual fundraising goals Cultivate a robust pipeline of 1,000+ prospective investors, including UHNWIs, family offices, foundations, DAFs, and other mission-aligned capital providers Partner with the Chief Philanthropy Officer to design and execute a comprehensive fundraising strategy to raise $250M in philanthropic and investment capital Maintain an active calendar of one-on-one meetings and tailored investor events in key U.S. markets; travel expected (approximately 10–15%) Drive identification, cultivation and solicitation of prospective funders, with a focus on securing six- and seven-figure commitments Refine and develop investor materials that clearly communicate the fund’s investment strategy, impact thesis, and value proposition Represent Social Finance in high-level meetings, events, and convenings as a credible, mission-aligned spokesperson for the Fund Ensure a high-quality investor experience through consistent, timely, and personalized engagement across all touchpoints Investor Relations & Reporting
Manage the full investor lifecycle—from early cultivation and onboarding through stewardship and long-term relationship management Facilitate efficient investment processes in coordination with financial intermediaries, fund administrators, and internal teams Collaborate with Impact First Investing, Legal and Finance on fund documentation, onboarding, compliance, and reporting obligations Develop best-in-class investor communications, including data room, quarterly reports, impact updates, and tailored correspondence Design and lead planning and execution of an annual investor meeting Respond to investor inquiries with accurate, timely, and insightful data Oversee CRM usage (Affinity or equivalent), ensuring data accuracy, usability, and accessibility across teams Qualifications
We are looking for candidates with a high level of professional excellence, initiative, strategic and detail orientation, and passion for our mission. 8–10+ years of experience in investor relations, fundraising, capital advisory, or client management Demonstrated success identifying, cultivating and managing relationships with sophisticated investors (UHNWIs, family offices, foundations, DAF platforms) Proven track record of soliciting and closing seven-figure commitments Experience in people management, mentoring, and developing direct reports Strong financial and investment fluency, with the ability to communicate complex concepts clearly Excellent written and verbal communication skills; ability to develop investor-facing materials and facilitate high-level engagements Experience managing and leveraging CRM systems to inform strategy and deepen relationships Highly collaborative, proactive, independent, and able to navigate ambiguity Entrepreneurial mindset with a commitment to applying business models to social problems through innovative capital deployment Benefits
Comprehensive health care coverage: medical, dental, and vision Retirement savings plan with employer contribution Short-term, long-term, and life insurance policies Commuter benefits and cell phone reimbursements Hybrid work model (in office a minimum of two days per week) Budget for team building and employee recognition Mentorship and onboarding programs Collaborative and energizing workspaces in multiple cities Paid vacation and paid holidays Paid parental leave Notes: Social Finance uses a lockstep compensation model for equity and transparency. For this Director level role, starting base salary is disclosed, with adjustments based on full work experience during the interview process. Bonuses are possible but not guaranteed and depend on performance.
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Director, Investor Relations for Impact-First Investments is a senior fundraising and investor relations role focused on leading capital raising for Social Finance’s impact-first investment initiatives. The Director reports to the Chief Philanthropy Officer and collaborates with the Impact-First Investing team to manage existing investors and pursue a $250M fundraising plan for the Social Finance Impact First Fund. Location flexibility with preferred locations in Boston, MA; San Francisco, CA; New York, NY. Role and Responsibilities
Social Finance seeks a strategic and entrepreneurial Director to lead capital raising and investor relations for its impact-first investment initiatives. The Director will serve as the central relationship manager for existing investors and advance an ambitious $250M fundraising strategy for the Social Finance Impact First Fund. Key activities include positioning the Fund at the intersection of philanthropy and impact investments, identifying and cultivating prospective investors, and converting interest into commitments. The ideal candidate will bring a proven track record of fundraising from UHNWIs, family offices, foundations, and other mission-aligned institutions, financial fluency, and a passion for building the field of impact-first investing. The Director will collaborate cross-functionally with teams across the firm—including Impact First Investing, Legal, Finance, and Communications—to ensure excellence in investor experience, reporting, and fund positioning. This is a high-visibility role for an experienced fundraiser with strong execution skills and a track record of closing six- and seven-figure investments in a fast-paced, outcomes-oriented environment. Capital Raising and Investor Engagement
Lead fundraising efforts and relationship management for Social Finance’s Impact First Fund, with accountability for annual fundraising goals Cultivate a robust pipeline of 1,000+ prospective investors, including UHNWIs, family offices, foundations, DAFs, and other mission-aligned capital providers Partner with the Chief Philanthropy Officer to design and execute a comprehensive fundraising strategy to raise $250M in philanthropic and investment capital Maintain an active calendar of one-on-one meetings and tailored investor events in key U.S. markets; travel expected (approximately 10–15%) Drive identification, cultivation and solicitation of prospective funders, with a focus on securing six- and seven-figure commitments Refine and develop investor materials that clearly communicate the fund’s investment strategy, impact thesis, and value proposition Represent Social Finance in high-level meetings, events, and convenings as a credible, mission-aligned spokesperson for the Fund Ensure a high-quality investor experience through consistent, timely, and personalized engagement across all touchpoints Investor Relations & Reporting
Manage the full investor lifecycle—from early cultivation and onboarding through stewardship and long-term relationship management Facilitate efficient investment processes in coordination with financial intermediaries, fund administrators, and internal teams Collaborate with Impact First Investing, Legal and Finance on fund documentation, onboarding, compliance, and reporting obligations Develop best-in-class investor communications, including data room, quarterly reports, impact updates, and tailored correspondence Design and lead planning and execution of an annual investor meeting Respond to investor inquiries with accurate, timely, and insightful data Oversee CRM usage (Affinity or equivalent), ensuring data accuracy, usability, and accessibility across teams Qualifications
We are looking for candidates with a high level of professional excellence, initiative, strategic and detail orientation, and passion for our mission. 8–10+ years of experience in investor relations, fundraising, capital advisory, or client management Demonstrated success identifying, cultivating and managing relationships with sophisticated investors (UHNWIs, family offices, foundations, DAF platforms) Proven track record of soliciting and closing seven-figure commitments Experience in people management, mentoring, and developing direct reports Strong financial and investment fluency, with the ability to communicate complex concepts clearly Excellent written and verbal communication skills; ability to develop investor-facing materials and facilitate high-level engagements Experience managing and leveraging CRM systems to inform strategy and deepen relationships Highly collaborative, proactive, independent, and able to navigate ambiguity Entrepreneurial mindset with a commitment to applying business models to social problems through innovative capital deployment Benefits
Comprehensive health care coverage: medical, dental, and vision Retirement savings plan with employer contribution Short-term, long-term, and life insurance policies Commuter benefits and cell phone reimbursements Hybrid work model (in office a minimum of two days per week) Budget for team building and employee recognition Mentorship and onboarding programs Collaborative and energizing workspaces in multiple cities Paid vacation and paid holidays Paid parental leave Notes: Social Finance uses a lockstep compensation model for equity and transparency. For this Director level role, starting base salary is disclosed, with adjustments based on full work experience during the interview process. Bonuses are possible but not guaranteed and depend on performance.
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