Client Relationship Manager, Advisor Channel

Client Relationship Manager, Advisor Channel

New York, NY (Hybrid: 3-4 days/week in office)

Industry Focus: Wealth Management | RIA | Fintech

Travel: ~2-3x per month

(Please apply via Ethic's website here . Response time will be faster.)

The Role

We’re looking for a Senior Associate/Lead to join our lean, fast-paced, high-impact Growth team. You’ll play a pivotal role in Ethic’s next phase of growth—driving new relationships, accelerating our sales pipeline, and helping expand our presence across the RIA landscape.

This role is perfect for a results-driven, entrepreneurial professional who thrives in dynamic environments and wants to make a real mark in the fintech and wealth management ecosystem. This role will report directly to the General Manager of the Advisor client channel.

What you’ll do:

As a Senior Associate/Lead on the Growth team at Ethic you will develop and cultivate strong relationships with financial advisors and investment teams at independent RIAs and network-style wealth management firms to partner in delivering Ethic solutions.

More specifically you will:

• Expand Ethic’s Reach: Increase the volume and quality of new opportunities with our client base through proactive prospecting, creative sourcing, and conference engagement. Proactively surface and develop opportunities with advisors at the firms we work with through a deep understanding of their goals and needs, accelerating the adoption of our offering and securing new, high-value engagements to drive asset and ultimately revenue growth.
• Own the Pipeline : through each stage of an opportunity, demonstrate ownership of the sales cycle and workflows to ensure a strong client experience and ultimate outcome.
• Drive Organizational Excellence : Oversee and optimize client documentation processes, including agreements, context documentation, and Salesforce, to ensure robust data integrity and enable superior cross-team collaboration. Collaborate with our Client Success, Build, and Investments teams to ensure an exceptional and consistent client experience across all touchpoints, proactively addressing complex client needs and driving client loyalty.
• Stay in Motion: Represent Ethic at industry conferences and client events, and bring back actionable insights to refine our approach. Synthesize and action industry learnings and client feedback to critically inform our product and investment roadmaps, and champion internal understanding of evolving market needs.
• Exemplify World Class & In Service of Others: reflect our principles in your day to day interactions with colleagues and clients.

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:

• 4–6 years of experience in business development, sales, or relationship management within wealth management, fintech, or asset management.
• Wealth Management Industry Knowledge : Strong understanding of the wealth management industry landscape, including how various RIAs are structured and how to strategically position Ethic's solutions for maximum impact and adoption.
• Proactivity & Initiative: Demonstrated leadership in anticipating client and market needs, independently driving client initiatives, and consistently seeking out significant value-add opportunities for the firm.
• Exceptional Communication (Written and Verbal) : The ability to articulate relevant financial concepts with clarity and persuasiveness to investment teams and advisors; highly effective negotiation and presentation skills.
• Financial Acumen & Product Knowledge : Strong understanding of direct indexing, portfolio management, and financial markets..
• Interpersonal Skills & Relationship Building: A highly developed aptitude for building and nurturing deep, strategic relationships with key decision-makers and influencers, both externally and internally, fostering long-term partnerships.
• Active Listening: Advanced capacity to deeply understand and interpret complex client needs, unspoken concerns, and strategic objectives, leading to proactive and tailored solutions.
• Problem-Solving : Strong ability to diagnose complex client and business challenges, collaborate with cross-functional teams to identify root causes, and develop innovative, impactful solutions.
• Analytical Skills: Ability to analyze financial data, identify strategic trends, understand client portfolios, and interpret the broader implications of market movements for client strategy.
• Salesforce Proficiency : Experience in leveraging Salesforce for strategic client management, pipeline forecasting, and generating actionable insights for business development.
• Organizational Skills & Attention to Detail: Exceptional ability to manage multiple high-priority initiatives, and strategically prioritize workload.

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.