What you’ll do:
Ethic is looking for exceptional Client Success candidates to support the growth of our client base. The Client Success function serves as the main point of contact for clients in their day to day service needs. You’ll work closely with Relationship Managers, Portfolio Managers, and members of Ethic’s Sustainability team to deliver values-aligned portfolios to Ethic’s clients.
- Manage client pipeline including facilitating portfolio proposal requests through internal Ethic systems, presenting proposals to advisors, and supporting advisors through portfolio implementation
- Manage daily trading workflow with a focus on time-sensitive client outreach, providing exceptional service through all communication with clients and their teams
- Partner with Relationship Managers to execute on firm & advisor operational onboarding, identifying additional enhancements with a particular focus on scalable solutions
- Capture insights related to Ethic’s client base, raising feedback to cross-functional teams in support of improved efficiencies & enhanced client experience
- Support on-going account management and triage inbound requests for clients in partnership with Relationship Managers
- Contribute to the continuing innovation and evolution of client success processes within Ethic, to help provide our clients with a best in class client experience
Who you are:
- You prioritize building strong relationships, and enjoying the journey
- You’re kind, curious, and interested in other people’s perspectives
- You enjoy solving hard problems and learning from others along the way
- You’re inventive and excited about building something new
- You’re passionate about positively impacting the future of our planet and humanity
What you’ll offer:
- At least 3+ years of relevant professional work experience
- Bachelor's degree strongly preferred
- Have financial services experience serving and interacting directly with clients
- Prior experience working with RIAs, Family Offices, and/or Custodians is preferred but not required
- Possess a service-oriented mindset and are motivated to help others
- Are well-organized, deadline driven, proactive, and possess strong follow-up
- Enjoy collaborative environments and communicate effectively with a broad range of stakeholders while managing multiple priorities simultaneously
- Enjoy solving problems - if you don’t know the answer, you’ll dig until you find it
- Work well independently and as part of a team
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 & Benefits:
Compensation at Ethic is a combination of base salary, equity (stock options) in the company, and benefits.
The base salary for this role will range from $75,000 - $90,000 per year, commensurate with experience.
In addition, this position is eligible for variable compensation tied to predetermined goals and key results.
Our benefits package includes;
- Medical, dental & vision insurance – premiums 100% covered by Ethic
- 401k with sustainable investment options and an employer match up to 3.5%
- Unlimited paid time off
- 16-weeks of paid parental leave
- An annual 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/office usage: New York, NY
This position will be expected to work from our Tribeca office a minimum of 3 days per week (4-5 while onboarding)
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.
