About The Organization

The Center for Sustainable Finance and Private Wealth (CSP) is a nonprofit organization that conducts academic and applied research into sustainable finance and impact investing issues, and trains ultra-high-net-wealth investors, philanthropists, next gen inheritors, and their advisors on evidence-backed frameworks for achieving greater–and more systemic–impact with their full range of capital. We envision a world where private wealth is a force for preserving and improving life for all—guided by evidence, collaboration, and a deep commitment to real-world impact.

Headquartered in Zurich with teams in Asia and the Americas, CSP has developed a vibrant global network of 300 alumni and has helped mobilize up to $32 billion toward climate, environmental and social impact, and the UN Sustainable Development Goals (SDGs) over the past decade. Academic collaborators include University of Zurich, St. Gallen, MIT Sloan, Stanford PACS, and others.

About The Role

We are seeking an experienced trainer to help lead delivery of our educational programs on impact investing and sustainable finance targeting wealth holders and their advisors. Reporting to the Director of Programming and Engagement, this role focuses primarily on training and program execution, working within established frameworks while bringing deep subject matter expertise to enhance program quality.

As our Senior Manager (or Director) of Training, you will be the go-to trainer, taking ownership of established training programs while supporting the execution of new program initiatives. This position is ideal for someone passionate about adult education, impact investing, sustainable finance, and delivering high-quality learning experiences that drive meaningful change.

Key Responsibilities

Training Delivery (40%)

Serve as primary trainer and facilitator for core modules in direct wealth holder training programs, both in-person and online
Deliver foundational content for in-house trainings through partner organizations
Serve as expert trainer for new program initiatives under guidance of Director of Programming and Engagement
Ensure consistent quality, messaging, and learning outcomes across all training sessions

Program Management and Program Support (40%)

Take ownership of managing 1-3 existing training programs, improving upon and delivering existing curricula and templates, including overseeing speaker management, logistics, etc
Support Director of Programming and Engagement on program improvements and iterations for other programs
Provide subject matter expertise input on curriculum development and program design across programs
Support evaluation and assessment of program effectiveness through participant feedback
Assist with translation of research findings into training content where applicable
Contribute to cost-effectiveness goals for training programs

External Representation & Partnership Support (10%)

Represent the organization as a subject matter expert at industry conferences, panels, and speaking engagements
Cultivate relationships with senior-level partners, potential collaborators, and ecosystem leaders
Participate in high-profile industry discussions and contribute to sector-wide conversations on impact investing and wealth management

Team Collaboration & Development (10%)

Work collaboratively within CSP team in the US, as well as with teams in Europe and Asia
Support capacity building across the team by sharing expertise and best practices
Participate in strategic team planning and workflow optimization initiatives
Contribute to organizational growth planning as the team scales

Required Qualifications

Minimum 7 years of substantive experience with demonstrated expertise in content delivery and facilitation for adult audiences on finance-related topics
Background and subject-matter expertise in sustainable finance sector, particularly impact investing, philanthropy, sustainable finance, or wealth management
Senior-level presentation and thought leadership experience, including speaking at industry conferences or professional events
Experience in instructional design and curriculum development
Knowledge of adult learning principles and training methodologies
Proven track record of engaging and educating professional audiences, particularly high-net-worth individuals, family offices, institutional investors and/or senior wealth management industry executives
Strong facilitation skills for both virtual and in-person formats with groups of varying sizes
Experience with program management and coordinating multiple training initiatives simultaneously
Demonstrated robust project management skills and expertise in a fast-paced, quickly evolving organization
Demonstrated ability to engage and build relationships with a variety of stakeholders
Exceptional written and oral communication skills
Outstanding interpersonal skills
Self-motivated and proactive, with the ability to work independently and collaboratively in a remote, small-team environment
Flexibility and adaptability in a dynamic work environment
Tech-savvy with proficiency in GSuite, Asana, Zoom, Microsoft Office Suite, etc
Willingness and ability to travel domestically and internationally (up to approximately 20%) for training delivery, conference presentations, and strategic meetings

Preferred Qualifications

Masters or Ph.D. in a related field a plus
Knowledge of or background in systems thinking a plus
Experience working for a small, entrepreneurial organization
Fluency in Spanish and/or Brazilian Portuguese a plus

What We Offer

Flexible remote work with a preference for candidates in the New York, Boston, Chicago, Philadelphia, Los Angeles, or San Francisco Bay area
Opportunity to make meaningful impact in the sustainable finance and philanthropy space
Be part of a very results-oriented, entrepreneurial, pragmatic, science-based, and fast-moving global team that is highly qualified and deeply driven for the advancement of sustainable development
Be deeply embedded in our unique global community of impact-minded academics (e.g., MIT Sloan, Stanford PACS, St. Gallen, etc.), practitioners (e.g. leading wealth management firms), and investors (e.g. ultra-high-net-wealth individuals and their family offices). Be part of an important movement and have a tangible impact on sustainable development
Competitive compensation for a nonprofit organization, commensurate with experience
25 annual paid vacation days, up to 12 annual paid sick days, approximately 11 paid holidays + your birthday off
Up to 9% employer-matched 401k pension contributions
Company pays 100% of insurance premiums for employees and a portion of premiums for dependents
Company pays a portion of dental and vision insurance premiums
Travel opportunities to exciting destinations (e.g., Singapore, Zurich, Oslo, New York, Boston, etc.)
Stipend toward coworking membership
Professional development support and growth opportunities
Collaborative team environment with opportunities for advancement

Regular office hours may include some early mornings and weekends due to the nature of training programs, alumni activities, and other CSP entities in Europe and Asia.

Position Details

Level: Senior Manager to Director level (exact level dependent on experience)
Reports to: Director of Programming and Engagement
Start Date: Target September 2025 (flexible based on candidate availability)
Employment Type: Full-time preferred; open to part-time or contract arrangements for exceptional candidates
Location: Remote within the United States
Travel: Up to approximately 20% for training delivery, conference presentations, and strategic meetings
Salary range: For the state of California only, the range of starting salary for this role is $100,000 - $145,000. Actual compensation is influenced by a variety of factors, including but not limited to skills, experience, qualifications, and geographic location

Application Process

Please submit your resume along with a cover letter highlighting your relevant training experience and reason why you are interested in this role at this time. Include specific examples of training programs you've developed and delivered, particularly any related to finance or impact investing.

We are an equal opportunity employer committed to diversity and inclusion. We encourage applications from candidates of all backgrounds who share our mission of creating positive change through education and strategic philanthropy even if you don’t meet every requirement.

This position offers the opportunity to join a mission-driven organization focused on impact investing and strategic philanthropy, working as part of a collaborative team while taking ownership of critical training functions. The role provides significant growth potential within a rapidly expanding program portfolio.

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Center for Sustainable Finance and Private Wealth (CSP) North America jobs

Senior Manager (or Director) of Training