Client Relationship Manager, Sr. Associate

Ethic; New York (NY); On-site; USD 100,000 - 110,000; Full time

Job summary

A leading company in financial services is seeking a Client Relationship Manager, Sr. Associate to build strong relationships with RIAs and enhance client experiences. This role demands a proactive mindset and a passion for sustainability, contributing to positive client outcomes.

Benefits

Medical, dental & vision insurance – premiums 100% covered

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

Flexibility to regularly work remotely

Qualifications

• 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.

Responsibilities

• Develop and cultivate strong relationships with RIAs.
• Understand clients’ needs and communicate Ethic’s value proposition.
• Oversee ongoing account service requests to ensure great experiences.

Skills

Relationship Management

Communication

Problem Solving

Organizational Skills

Attention to Detail

Job description

Client Relationship Manager, Sr. Associate

Client Relationship Manager, Sr. Associate

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

$100,000.00/yr - $110,000.00/yr

Additional compensation types

Annual Bonus and Stock options

Client Relationship Manager, Sr. Associate

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 year 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 presentations 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:

We at Ethic partner with advisors and institutions to deliver personalized, values-aligned, and tax-smart investing. Our technology enables sophisticated investment solutions through a simple and engaging client experience. We empower advisors and institutions to deliver investments that reflect what matters most to them and their clients.

We're backed by investors including Oak HC/FT, Nyca Partners, Fidelity, UBS, Jordan Park Group, and Kapor Capital. We are an SEC Registered Investment Adviser based in New York City.

Our team is committed to fostering an environment that brings together diverse voices, perspectives, and lived experiences. We are striving to drive positive outcomes for investors and to contribute to a more sustainable and prosperous future for the world.

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

The base salary will range from $100,000-$110,000 per year, commensurate with experience, alongside a competitive variable compensation package.

Our 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

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales and Business Development

Referrals increase your chances of interviewing at Ethic by 2x

Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

Paid maternity leave

Paid paternity leave

Disability insurance

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