What you’ll do:
As a Director of Relationship Management for RIAs and Networks, you will be responsible for business development for these client segments.
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 and Networks.
- Develop a strategic approach to winning new client business. Position Ethic in the market and communicate our technology and investment offering in the context of RIA and Network needs and pain points.
- Partner with our Marketing and Creative team to create and launch compelling campaigns that demonstrate the full breadth and depth of our offering.
- Continuously develop your in-depth understanding of Ethic’s technology, approach to sustainability, and portfolio management process in order to better serve our clients.
- Proactively identify opportunities for process improvement, automation, and enhancing the client experience.
Who you are:
- 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:
- 8-10 years of experience in a client facing role at an asset management firm, RIA, Network, or wealth management platform.
- Have a strong understanding of the RIA and Network market landscape, including workflow and technology needs for investment teams and advisors.
- Excellent communication and presentations skills - both written and verbal
- Excellent problem solving skills & curiosity
- Strong knowledge of asset management, portfolio management, financial planning and sustainable investing
- A demonstrated passion for sustainability
- 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 & Benefits:
Compensation at Ethic is a combination of base salary, equity (stock options) in the company, and benefits.
The base salary will range from $155,000-$175,000 per year, commensurate with experience, alongside a competitive variable compensation package.
Our benefits package includes;
- Medical, dental & vision insurance – premiums 100% covered by Ethic
- 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: 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, a cover letter, and a link to your portfolio below.
Ethic values the diversity of our team and encourages 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.
