Sophia O.

Enigma
DISC Type : cid

Programme Manager at Impact Investing Institute

London, England, United Kingdom

Overview

As a Programme Manager at the Impact Investing Institute, Sophia guides trusts and foundations on leveraging their assets for positive change. A Kings College London graduate with a Certificate in Impact Investing, she is also an alumna of the On Purpose leadership programme for social and environmental sector professionals.

Sophias career reflects a deep commitment to social and environmental progress. She is energized by forward-thinking discussions on new economic models and finding hope amid global challenges, dedicating her work to aligning finance with purpose.

She launched a practical guide for wealth managers, outlining the business case for integrating impact investing into their strategies.

Personality Overview

Fast Follower

Friendly Yet Blunt

Persuasive & Assertive

They can sound friendly and charming but can quickly change gears to become inquisitive and probing  They are likely to ask many questions and look heavily for supporting proof as well as information. They are generally strong communicators and are not easy to convince.

Topics They Care About

Impact Investing
Her core role involves working with trusts, foundations, and wealth managers to help them consider the impact of all their assets.
Ethical Pensions
Views pension reform as an exciting opportunity for capital to actively build the world people will retire into.
Sustainable Endowments
Partners with foundations on initiatives like the 'Endowments Investing Challenge' to align their investments with their core mission.

Media Appearances

Sophia has no verified media appearances

Work History

3-2023
Programme Manager at Impact Investing Institute
9-2020 - 3-2023
Program Coordinator at Impact Investing Institute
4-2020 - 4-2021
On Purpose Associate at On Purpose London
4-2020 - 9-2020
On Purpose Associate at Impact on Urban Health
10-2017 - 4-2020
Product and Production Manager at Itza

Education

Bachelor of Arts (BA) from King's College London

More Information

Social Presence :

Prographics :

Exp : 8 Location : London, England, United Kingdom Job Level : Middle Designation : Programme Manager at Impact Investing Institute
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Insights For Selling To Sophia

During A Call Or A Meeting

DO's

  • Help them realize that any personal risk in making this decision is far less compared to what the results could mean for them
  • Let them lead the discussion, create opportunities for them to speak if they are not very forthcoming
  • Use phrases like ‘clear evidence’, ‘data-based results’ etc.

DONT's

  • Don’t rely excessively on your relationship with them to win the deal even if you come to form one
  • Avoid making offhand commitments, understand the root of their concerns first
  • Don’t be too objective but make sure to pad your storytelling with data points

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Sophia is

  • Proven value, strong objective evidence are important for them, rapport can impact decisions a little.
  • Will you ever get a clear answer from Sophia

  • They are practical and friendly, but can give a clear response with a little prodding

Insights For Deal Planning

    How fast (or slow) will Sophia move?

  • They like to be detailed, so unless they develop strong conviction, they can take their time to arrive at decisions
  • Can Sophia take some risk or not?

  • They evaluate their decisions systematically and do not take risks that often, unless you can get them to develop strong conviction

You And Sophia

Personality Compatibility


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