WM Global Investment Office - Institutional Innovation Lead, Investing with Impact / Impact Private Markets, Executive Director

Responsibilities

• Platform leadership, strategy and innovation
• Lead the Institutional Innovation agenda for Investing with Impact, with a focus on building and scaling innovative impact and sustainable investing solutions for institutional and sophisticated private wealth clients.
• Help shape the strategic roadmap for the Impact Private Markets platform, including priority themes, product gaps, manager engagement, client demand and areas for future innovation.
• Partner with internal stakeholders across Legal, Risk, Compliance, investment teams, product, platform and other control partners to move new ideas from concept to approval and implementation.
• Alternatives research, due diligence and manager engagement
• Lead the team responsible for Impact Private Markets research, impact-first alternatives product evaluation, thematic innovation and related client and advisor engagement.
• Oversee diligence and approval work for impact-focused alternative investment funds and private markets opportunities, partnering closely with GIMA, investment due diligence teams, Legal, Risk, Compliance and platform partners.
• Develop and maintain rigorous standards for evaluating private markets strategies, including investment merit, impact credibility, manager quality, risks, client fit and platform relevance.
• Build and deepen relationships with asset managers, general partners and strategic partners across impact private markets and alternatives; source and evaluate new ideas that may enhance the platform.
• Impact reporting and client-facing insights
• Work with team leadership to drive the strategic vision for impact reporting in private markets, including how reporting can be more useful, credible, scalable and compelling for clients and advisors.
• Help translate complex impact themes, manager activity and client outcomes into clear, high-quality insights, reporting and narrative that can support client engagement.
• Advisor, client and field engagement
• Act as a senior client-facing representative of the Impact Private Markets and Institutional Innovation platform with institutional clients, sophisticated private wealth clients, Financial Advisors and internal partners.
• Partner with advisors and relationship teams to identify client needs, deliver tailored insights and translate client feedback into priorities for manager research, innovation, reporting and thought leadership.
• Help ensure advisors understand what the team is building, why it matters and how to communicate impact private markets opportunities effectively with clients.
• Oversee the development of clear, compelling materials for advisors, clients and internal teams, partnering with communications, marketing, field engagement and distribution colleagues.
• Distribution, CRM and commercial discipline
• Help build a more systematic approach to current clients, prospects, advisor engagement, CRM and pipeline tracking.
• Partner with current and future distribution resources to support commercialization of the institutional alts and impact private markets platform, including advisor and client targeting, follow-up, events and sales enablement.
• Industry presence and external partnerships
• Help identify which external events, industry forums, asset manager relationships and sponsorship opportunities are most worth pursuing and aligned with platform growth.
• Represent the team with external partners and industry participants, connecting external engagement back to client needs, investment priorities and business objectives.
• Team leadership and cross-firm partnership
• Manage and develop team members, set priorities, allocate resources and create leverage through clear processes, decision frameworks and repeatable approaches to diligence, client engagement and platform development.
• Engage with partners across the Firm including Investment Solutions, Technology, Marketing, Legal, Risk, Compliance, the Global Sustainability Office and the Institute for Sustainable Investing.

  Qualifications

  • Bachelor's degree; Master's degree, MBA or CFA strongly preferred; focus on sustainability, impact investing or private markets a plus.
  • 10+ years of work experience in financial services, private markets, alternative investments, impact investing, sustainable investing, institutional investing, investment research, product strategy or a related field.
  • Strong understanding of private markets and alternative investment structures, manager due diligence, institutional client needs and investment approval processes.
  • Demonstrated ability to evaluate investment strategies through both financial and impact-oriented lenses, including assessment of manager quality, risk, client fit and impact credibility.
  • Prominent track record in client service and relationship management, especially with complex clients, senior advisors, asset managers and multiple internal stakeholders.
  • Credible senior presence with the ability to engage with institutional clients, sophisticated private wealth clients, asset managers, Financial Advisors and internal leadership.
  • Experience leading teams, managing complex projects and influencing across a matrixed organization.
  • Familiarity with ESG data, impact measurement frameworks, impact reporting approaches and sustainable investing products across public and private markets.
  • Understanding of impact measurement and management best practices in private markets; familiarity with impact-first investing, catalytic capital or blended finance strongly preferred.
  • Excellent communication skills, including the ability to make complex investment ideas clear, compelling and actionable in both written materials and presentations.
  • Strong commercial judgment and ability to connect investment ideas to client demand, advisor engagement and business growth.
  • Able to manage multiple deadlines and priorities, including both short-term client requests and long-term strategic initiatives.
  • Strong PC skills, especially PowerPoint and Excel; experience with financial market data sources such as Bloomberg, Morningstar or FactSet a plus.
  • Experience navigating a large firm and building consensus among various business units preferred.
  • Series 7 and 66 required within first 90 days.