Client Relationship Manager, Institutional Partnerships
Team | New York, NY
(4 days/week in office; 5 days/week during first 6 months)
What you’ll do:
We’re looking for a Client Relationship Manager to join our Growth team and support the expansion of our Institutional client segment.
This role sits at the intersection of relationship management and client service. You’ll work closely with senior team members to build and deepen relationships with institutional clients and support the process end to end, from initial conversations through ongoing support.
This role is ideal for someone who is looking to deepen their experience in client relationship management and has an interest in values-aligned investing.
More specifically you’ll:
- Support, build and cultivate strong relationships with institutional clients, working both independently and in close collaboration with the Growth team to establish trust
- Develop a deep understanding of client needs and clearly communicate Ethic’s value proposition, products, and sustainability approach
- Partner with more senior team members to help accelerate client onboarding and contribution to AUM growth
- Help facilitate ongoing client reviews, updates, and account service requests with a high level of responsiveness and attention to detail
- Partner cross-functionally with Growth, Investments, Product, Client Success, and leadership to deliver a seamless and high-quality client experience
- Proactively identify opportunities to improve processes, drive automation, and enhance the overall client experience
Who you are:
- You identify with our company Principles that define our culture, guide our actions, and allow us to do our best work:
- We are In Service of others - our clients, our colleagues, the company, and the world.
- We strive to be World Class - the best at what we do.
- You’re a problem solver, able to and interested in learning new things quickly to solve unique and challenging problems.
- You are driven, possess a strong work ethic, a bias towards action, and a desire to win as a team.
- You can communicate clearly and concisely in a variety of mediums.
- You operate with high integrity, doing the right thing when no one is looking.
- You take a long-term view towards contributing to a strong team with a culture of feedback.
- You’re passionate about positively impacting the future of our planet and humanity.
What you’ll bring to the table:
- You have 3+ years of experience in a client-facing role within a financial services firm
- You bring a strong understanding of public equity markets, direct indexing, and sustainable or mission-aligned investing
- You’re a clear and confident communicator, comfortable presenting and interacting with clients
- You’re highly organized, detail-oriented, and able to manage multiple priorities effectively
- You’re a strong problem solver who can think critically and navigate ambiguity
- You’re proactive, take ownership, and collaborate well across teams
- You have a genuine interest in sustainable and impact-focused investing
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 $110,000-$120,000 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
- Annual $600 wellness & education stipend
- Annual $1,000 professional development reimbursement
- Sponsored employee resource groups
- Regular lunch & learns and volunteering opportunities
- A fully-stocked office in lower Manhattan
Location: New York, NY
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.