Client Relationship Manager

Ethic; New York (NY); On-site; USD 115,000 - 125,000; Full time

Benefits offered by this job

Medical, dental & vision insurance

401k with employer match

Unlimited paid time off

16-weeks of paid parental leave

Annual wellness & education stipend

Sponsored employee resource groups

Regular lunch & learns

Volunteering opportunities

Fully-stocked office

Remote work flexibility

Job summary

An innovative firm is seeking a Client Relationship Manager to enhance client experiences and build strong relationships with financial advisors. In this dynamic role, you'll work independently and collaboratively to understand client needs, communicate value propositions, and oversee account services. Your passion for sustainability will drive the transition to sustainable investing, while your excellent communication and organizational skills will ensure client satisfaction. Join a forward-thinking team committed to making a positive impact on the future of investing.

Qualifications

• 4-6 years of experience in a client-facing role at a financial services firm.
• Excellent communication and presentation skills, both written and verbal.

Responsibilities

• Develop and cultivate strong relationships with RIAs for excellent client experience.
• Identify opportunities for process improvement and enhance client experience.

Skills

Client Relationship Management

Communication Skills

Problem Solving

Organizational Skills

Attention to Detail

Sustainability Knowledge

Equity Investments Knowledge

Job description

Get AI-powered advice on this job and more exclusive features.

This range is provided by Ethic. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$115,000.00/yr - $125,000.00/yr

Additional compensation types

Annual Bonus and Stock options

Client Relationship Manager

at Ethic

New York, NY

What you’ll do:

As a Client Relationship Manager at Ethic you will develop and cultivate strong relationships with RIAs, ensuring excellent client experience at each phase of the client journey from the initial introduction of Ethic through the portfolio management process.

More specifically you will:

• Work both independently as well as collaboratively with other Growth team members to cultivate strong client relationships and build trust with RIAs
• Deeply understand clients needs and successfully communicate Ethics value proposition and products
• Align stakeholders, both internally and externally, on the right Ethic solution for the client
• Oversee the execution of ongoing account service requests in a timely fashion, ensuring advisors have a great experience
• Proactively identify opportunities for process improvement, automation, and enhancing the client experience through partnering closely with our product and investments teams.
• Cultivate strong client-centric relationships in order to accelerate the transition to sustainable investing

Who you are:

• You’re passionate about positively impacting the future of our planet and humanity
• You’re independent and comfortable working at a small, fast-paced environment
• You’re kind, curious, and interested in other people’s perspectives
• You’re inventive and excited about building something new
• You’re open-minded and value diversity
• You’re a proactive and creative thinker
• You’re comfortable with ambiguity and are naturally inclined to help solve problems/close gaps

What you’ll bring to the table:

• 4-6 years of experience in a client facing role at a financial services firm
• Strong knowledge of equity investments
• Experience working with financial advisors
• Excellent attention to detail
• Excellent organizational skills with an ability to multitask and prioritize
• Excellent communication and presentation skills - both written and verbal
• Excellent problem solving skills
• A demonstrated passion for sustainability issues
• A demonstrated ability to meet revenue or other client goals
• A demonstrated ability to take ownership of your work while effectively collaborating

About Ethic:

Ethic is working toward a future where all investing is sustainable investing. We empower wealth advisors and investors to create portfolios that seek to align personal values with financial goals.

Our team is committed to fostering an environment that brings together many different voices, perspectives and lived experiences to accelerate the global transition to sustainable investing.

Compensation at Ethic is a combination of base salary, equity (stock options) in the company, and benefits.

The base salary will range from $115,000-$125,000 per year, commensurate with experience, alongside a competitive variable compensation package.

Benefits package includes:

• Medical, dental & vision insurance – premiums 100% covered by Ethic (includes dependents)
• 401k with sustainable investment options and a 3.5% employer match
• Unlimited paid time off
• 16-weeks of paid parental leave
• An annual $600 wellness & education stipend
• Sponsored employee resource groups
• Regular lunch & learns and volunteering opportunities
• A fully-stocked office in lower Manhattan + the flexibility to regularly work remotely

Location:

New York, NY (in-office at least 3 days a week)

Submit an application:

If you are interested in applying for this role, please submit both a resume and a cover letter below.

Ethic values the diversity of our team and welcomes applications from all backgrounds and life experiences. In order to continuously grow a diverse team, we are taking a data-driven approach to understanding and iterating our hiring practices.

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Sales and Business Development