Job Details

Overview

Director, Investor Relations for Impact-First Investments at Social Finance — Boston, MA; San Francisco, CA; New York, NY.

About Us

Social Finance is a national nonprofit and a registered investment advisor (SF Advisors, LLC). We work with the public, private, and social sectors to create partnerships and investments that measurably improve lives. Since our founding in 2011, we have mobilized over $400 million in new investments designed to help people and communities realize improved outcomes in workforce and economic mobility, health, and housing.

We are driven by the belief that social and economic systems should enable all people to thrive, and the conviction that we can create the most meaningful and measurable change in our communities when governments and markets work together. Our organization is built upon five core values: people, performance, integrity, collaboration, and inclusion.

Our work spans four areas: Impact-first Investing, Workforce and Education Investments, Advisory & Public Sector Practice, and the Social Finance Institute. Our Impact-first Investment team designs, launches, and manages investments that provide solutions for effectively deploying impact capital across a range of social outcomes. Our Workforce and Education Investments team designs, launches and manages financial solutions focused on addressing workforce challenges, including skills acquisition and training access. Our Advisory team partners with government and philanthropy leaders to implement data-driven programs for advancing social impact. And through the Social Finance Institute, we aim to build the field and change systems through actionable research, communities of practice, and educational outreach.

Role and Responsibilities

Capital Raising and Investor Engagement

• Lead fundraising efforts and relationship management for Social Finance's Impact First Fund, with clear 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; regular travel is 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 compelling 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, leveraging internal systems and analytics
• Oversee CRM usage (Affinity or equivalent), ensuring data accuracy, usability, and accessibility across teams

Qualifications

• 8–10+ years of experience in investor relations, fundraising, capital advisory, or client management
• Demonstrated success identifying, cultivating and managing relationships with sophisticated investors, such as UHNWIs, family offices, DAF platforms, and foundations
• Proven track record of soliciting and closing seven-figure commitments
• Proven experience in people management, including mentoring and fostering the professional growth of direct reports through regular feedback, coaching, and development opportunities
• Strong financial and investment fluency, with the ability to synthesize and communicate complex concepts and fund structures clearly and compellingly
• Excellent written and verbal communication skills, with a talent for developing investor-facing materials and facilitating high-level engagements
• Experience managing and leveraging CRM systems to inform strategy and deepen and expand relationships
• Highly collaborative and proactive; comfortable operating with independence, driving initiatives forward, and navigating ambiguity
• Entrepreneurial mindset with a commitment to applying business models to social problems through innovative capital deployment

Compensation and Benefits

Social Finance uses a lockstep compensation model for purposes of equity and transparency - we strive for everyone coming in at a given level to be paid equitably. For this position, at the Director level, the starting base salary is $140,000; however, during the interview process, we will take into account a candidate's full work experience and may adjust the job title, and commensurate starting salary, as appropriate. At this level, employees typically receive a $5,000 salary increase annually and are eligible to participate in our firmwide annual bonus program. Bonuses are typically between 5-10%, though bonuses are not guaranteed and are dependent on both organizational and individual performance.

Benefits

• Comprehensive health care coverage: medical, dental and vision insurance; flexible spending accounts and more
• 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 and on an ad-hoc basis as needed)
• Dedicated budgets for team building and employee recognition
• Mentorship and onboarding programs
• Collaborative and energizing workspaces in downtown Boston, MA; San Francisco, CA; Austin, TX; Washington, D.C. and New York, NY.
• Paid vacation and paid holidays (with 12/24-1/1 off every year)
• Paid parental leave
• A truly stellar team of high performing, values-driven and fun (!) professionals

Seniority level

• Director

Employment type

• Full-time

Job function

• Finance and Business Development

Industries

• Financial Services and Investment Management

J-18808-Ljbffr