Director of Impact Engagement

The Director of Impact Engagement will help lead the firm’s impact assets growth strategy across client engagement, marketing and advisor training. This role is responsible for attracting significant impact assets to the firm and enhancing the firm’s offerings to impact clients. The Director of Impact Engagement will also be responsible for augmenting the firm’s visibility as a leader in the space of impact and values-aligned investing, while driving thought leadership and innovation, and ensuring alignment with latest sectoral developments and emerging regulatory frameworks. Description Strategic Leadership Develop, enhance, and help lead the firm’s client-facing impact strategy, aligning it with investment philosophy, client expectations, and fiduciary standards. Sales and Growth Lead impact and values-aligned asset business development, sales strategy, and training for the firm. Lead institutional RFP responses and train teams firm-wide to win new impact mandates. Collaborate with marketing to augment leadership in impact investing, including public relations and recognitions through national or international awards. Pursue business development opportunities to be managed by advisor teams. Investment Integration Help source unique and new impact investing opportunities through network and partnerships. Communicate impact client pipeline and impact themes to the investment team. Client Advisory & Education Lead or engage with clients and prospects to articulate the firm’s impact strategy and approach to values-aligned investing. Support advisors and relationship managers in incorporating impact goals into asset allocation and financial planning discussions. Grow the number of impact-oriented Caprock advisors. Measurement & Reporting Leverage impact reporting relationship with Bluemark. Lead B-Corp and other certifications. External Engagement & Partnerships Represent the firm in industry forums, conferences, and advocacy initiatives related to impact investing. Build and maintain partnerships in the impact investing ecosystem. Skills & Qualifications At least 7-10 years of experience in impact investing and working with impact-oriented clients/families. Experience with impact investments across multiple asset classes. Experienced public speaker and presenter. What We Provide Caprock is committed to investing in its people and the communities we serve. Competitive base salary and bonus structure. Contribute the maximum allowed to employee 401(k) plans. Employer paid premium for health/dental/vision benefits for employees and their dependents. Paid parking and phone reimbursement. 10 paid holidays. Flexible Paid Time Off. Caprock is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, genetics, disability, age, or veteran status. About Caprock is a top multi-family office Registered Investment Advisory (RIA) serving ultra-high-net-worth clients. Founded in 2005, Caprock acts as a full-service outsourced chief investment officer and chief financial officer for 400 wealthy families with a total of more than $13 billion in assets under advisement. The firm is privately held with locations in Boise, Seattle, San Jose, Newport Beach, Park City, New York, Austin, Chicago, Scottsdale, Winter Park, and Denver. Caprock’s clients benefit from the firm’s endowment-like investment approach. The firm has expertise and access to private markets, where it manages more than $4 billion in investments, including private equity, venture capital, real estate, and private credit. Caprock also has expertise and is an industry thought leader in impact investing. The firm is an SEC-registered investment advisor and a founding B-Corporation. Caprock has received recognition as a top advisory firm in its category from Barrons, Financial Advisor Magazine, USA Today, and others. #J-18808-Ljbffr Caprock Group