CREO is an NYC-headquartered 501(c)3 think-and-do tank with a mission to leverage investment as a tool to build and scale climate and sustainability solutions that support the decarbonization of industries and a more sustainable future for the benefit of all. 

With less than 10 years to activate financial and capital markets to support the necessary decarbonization transition and meet the objectives of the Paris Agreement, family offices, family foundations, and other asset owners have a critical role to play in the near term. CREO acts as a partner to further engage, support, and activate CREO’s growing membership of family offices across three Global Hubs – the Americas, EMEA, and starting in 2023, APAC – to advance CREO’s goal of helping members deploy $100B of high impact capital into the decarbonization transition by 2025. 

CREO is seeking an ambitious, passionate, and disciplined executive to lead CREO’s growth strategy in the Americas region, which covers North, South, and Central Americas and the Caribbean and represents CREO’s largest global hub with 90+ members and 50% forecasted growth from 2022-2024. The responsibilities for this role include increasing connectivity and density of the CREO community in the Americas region by acting as account lead for all members in the region and delivering excellent member service; expanding CREO’s presence across the region, including development of new members and strategic relationships in priority countries; contributing to CREO’s knowledge center by synthesizing and sharing insights on the climate and sustainability marketplace in the Americas region with the Research, Programs, and Services Teams; deepening CREO’s impact by partnering with the Investment Team to build the pipeline for investment opportunities across sectors and asset classes across the region and especially in Latin America; and lead the Americas Team (Investment Director, Americas; Regional Director, Canada; Chief of Staff, Americas (TBH); Regional Director, Latin America (TBH)) for successful delivery of all activities across the region. 

The Managing Director, Americas will work closely with the Americas Team and closely collaborate with the EMEA, Investment, Programs, and Research Teams. This position will report to the Chief Executive Officer (CEO) and will join the Executive Leadership Team (ELT). 

Year One Objectives  

• Develop a thorough understanding of Americas members – especially those in the United States and across Latin America - including their goals for investing in climate and sustainability strategies, to establish high-trust relationships and optimize mission-related outcomes in the region; 
• Leveraging the Americas Strategy for 2022-2024, build a comprehensive development and member engagement strategy and implementation plan for 2022 to begin establishing relationships with priority leads in regions of highest impact for CREO, such as Latin America; 
• Develop a strategy for expansion into Mexico, including planning and hosting an exploratory meeting in Mexico for families with an interest in the climate and sustainability marketplace to connect with likeminded families and build knowledge on the opportunity set for climate in Mexico, North America, and globally; 
• In partnership with the Programs Team, deliver the annual Global Meeting Americas in Fall 2022 in New York – a 200-attendee, in-person gathering – with a key objective of bringing Americas members together with other regions to discuss global climate and sustainability trends and opportunities, increase connectivity and investment by the community; and 
• In collaboration with the CEO and the ELT, lead a special project of strategic relevance that advances CREO’s reach and visibility.  

Desired Qualifications 

• At least 18 years of consecutive, relevant work experience in a combination of strategic consulting, climate, or impact investing, and/or equivalent experience in finance, with experience in climate and sustainability, commercial investing, and/or family offices highly desirable 
• Demonstrated ability to successfully manage many accounts and/or build trusted relationships with a range of stakeholders 
• Demonstrated ability to lead at the executive level, including experience managing a team, building strategic plans, and meeting specific key performance indicators (KPIs) 
• Comfort working in a multi-time-zone setting that leverages cloud-based platforms for work activities and communications, including Outlook, Slack, and Salesforce 
• Demonstration of the ability to handle confidential information with integrity and discretion 
• Fluency in English required, fluency in Spanish desirable 

Compensation & Benefits 

This role will be paid a base salary commensurate with experience. 

CREO relies on TriNet as our employer of record, and TriNet administers our benefits and 401(k) plans. Medical, dental, and vision insurance plans are available for the employee plus spouse, children, and whole family; CREO contributes a monthly fee towards premiums, with the specific amount dependent on plan type, plus Basic Life AD&D. After six months of service, employees are eligible to participate in the 401(k) plan, and CREO matches contributions up to 4% annually. After six months of service, employees also have access to 12-weeks of paid family leave for qualifying life events.   

CREO offers flexible schedules to accommodate personal obligations and/or caregiving responsibilities. 

Authorization to work in the United States is required. 

More About CREO  

To achieve our mission, CREO works with an ecosystem of global stakeholders, including Members (wealth owners, family offices, and family enterprises), Affiliate Members (select institutional and corporate investors), and Partners (aligned investors such as pension funds, university endowments, or private equity; government; not-for-profit organizations; and academia).  

CREO core activities include:  

• Building Community: build meaningful relationships and foster collaboration among the global pool of active climate and sustainability investors;
• Building Investor Competence: deliver programs, research products, and services to apply a climate and sustainability lens to all investment strategies; 
• Data Aggregation, Research and Analysis: leverage CREO’s unique access to practitioners’ expertise to develop research products and build a global center of knowledge for applied climate and sustainability finance; 
• Facilitating Investment: Originate, review, share, and facilitate aligned investment opportunities across asset class, sectors and geographies that achieve carbon mitigation, carbon removal, improved management of our ecological systems and resources, and supports circular approaches; 
• Active Leadership: Partner with other leading organizations and increase information flow to optimize coordination between investors, corporations, and institutions.  

CREO leads with the intensity of an investment bank and the heart of a foundation. We apply the following organizational values to all facets of our work:  

1. Do the right thing: we use good judgment, lead with humility, and act with integrity 
2. Never stop exploring: we seek new ideas, people, places, and ways of doing things  
3. Act with discipline: we commit to our work, team members, and timelines  
4. Think big: together, we can do more  
5. No BS  
6. Be kind  

CREO has implemented a mandatory COVID vaccination policy for all employees who will work at one of our physical locations, attend any of our in-person events or travel on behalf of the organization. Staff unable to be vaccinated may request reasonable accommodations under certain circumstances. 

Interested candidates may send a note expressing interest and their resume tohiring@creosyndicate.org.  

CREO strives to be a diverse, equitable, and inclusive workplace. As an Equal Opportunity Employer, we are committed to providing employees with a work environment free of discrimination and harassment. All employment decisions are based on business needs and job requirements. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.