Location: San Francisco, California, USA
Work Type: Hybrid
Salary: $140,000 - $154,000
Experience Level: 5+ years
Application Deadline: Not specified
About the Company
Climate Lead supports philanthropic leaders around the world in taking immediate and far-reaching climate action. The organization provides information, insights, expert guidance, and practical roadmaps to help climate philanthropists identify and support transformative solutions.
The Opportunity
Climate Lead is hiring a Manager, Impact-First Investing (IFI) to help develop and build its impact-first investing capability. The role combines project management, cross-functional content development, investor engagement support, and practice enablement.
Working closely with the Vice President of Impact-First Investing, the Manager will help build the operational infrastructure for the emerging IFI practice while supporting engagements with donors, investors, families, and funders.
The role will work across the Advisory, Global Climate Strategies, Communications, and Operations teams to move investment opportunities forward and turn technical climate and investment insights into useful, investor-ready materials.
What You’ll Do
Cross-Functional Content & IFI Enablement
- Partner with Global Climate Strategies to extract technical climate solution details, investment theses, and deal insights.
- Work with Communications to develop investor-facing products, pitch decks, reports, and other materials.
- Develop and maintain the IFI team's toolkits, frameworks, templates, and knowledge hub.
- Help relationship managers understand and use available deal memos, financial product resources, and other IFI tools.
- Capture lessons from donor and investor journeys and turn them into scalable templates, guides, and workflows.
- Identify opportunities to improve collaboration, project management, and standardized processes across the Advisory Team.
- Support onboarding and training on IFI tools and market-facing resources.
Strategic Support & Executive Enablement
- Manage internal and external relationships supporting the VP of Impact-First Investing.
- Prepare presentations, reports, briefing materials, donor and investor dossiers, and other strategic documents.
- Project-manage key prospects, investors, and ambassadors across the IFI portfolio.
- Track investor deliverables, timelines, action items, and follow-ups to keep complex deals moving.
- Draft follow-up communications, executive summaries, and strategic pitch materials.
- Vet and prioritize requests reaching the VP and resolve operational bottlenecks.
- Represent the VP in Advisory Team meetings and cross-functional forums when required.
- Maintain accurate donor and investor records in Salesforce and project management systems.
Requirements
Core Qualifications
- 5+ years of experience in project management, investing, operations, or knowledge management.
- Experience in impact investing, fundraising, catalytic finance, or a related field.
- Experience helping build or scale a climate fund, impact investing platform, or venture practice.
- Experience designing and implementing operational frameworks, deal tools, and best-practice resources.
- Strong project management and workflow development capabilities.
Technical Expertise
- Understanding of climate impact investing, catalytic capital, and private financial products.
- Familiarity with climate deal sourcing and pipeline evaluation.
- Ability to translate complex investment structures into accessible communications for investors.
- Experience developing toolkits, templates, frameworks, and knowledge-management systems.
- Proficiency with project management and collaboration tools such as Asana and Google Workspace.
- Familiarity with Salesforce or a similar CRM is an advantage.
Professional Strengths
- Strong written and verbal communication skills.
- Ability to produce high-quality documentation, proposals, presentations, and executive materials.
- Ability to work across technical, communications, advisory, and operational teams.
- Strong organizational and project-management skills.
- Ability to manage multiple priorities and high-consequence deliverables.
Mindset Fit
- Interest in climate action.
- Belief in the role of philanthropy and catalytic investment in driving systemic change.
- Comfortable working in an emerging practice where systems and processes are still being developed.
- Able to operate effectively across internal and external stakeholders.
Benefits & Perks
- Hybrid work environment.
- San Francisco office-based position.
- Domestic and international travel opportunities.
- Opportunity to contribute to the development of Climate Lead's emerging impact-first investing practice.
Why This Role Matters
This position sits at the intersection of climate strategy, impact investing, philanthropy, and organizational execution. The Manager will help turn investment insights and technical climate knowledge into practical tools, investor communications, and repeatable processes while supporting the development of Climate Lead's impact-first investing capability.
Apply
Apply through Climate Lead's official Greenhouse application page.