Client Relationship Manager, Advisor Channel

About 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.

Responsibilities

• 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.
• 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.

Requirements

• 4–6 years of experience in business development, sales, or relationship management within wealth management, fintech, or asset management.
• 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.
• Demonstrated leadership in anticipating client and market needs, independently driving client initiatives, and consistently seeking out significant value-add opportunities for the firm.
• The ability to articulate relevant financial concepts with clarity and persuasiveness to investment teams and advisors; highly effective negotiation and presentation skills.
• A strong understanding of direct indexing, portfolio management, and financial markets.
• 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.
• An advanced capacity to deeply understand and interpret complex client needs, unspoken concerns, and strategic objectives, leading to proactive and tailored solutions.
• A strong ability to diagnose complex client and business challenges, collaborate with cross-functional teams to identify root causes, and develop innovative, impactful solutions.
• The ability to analyze financial data, identify strategic trends, understand client portfolios, and interpret the broader implications of market movements for client strategy.
• Experience in leveraging Salesforce for strategic client management, pipeline forecasting, and generating actionable insights for business development.
• An exceptional ability to manage multiple high-priority initiatives, and strategically prioritize workload.

Qualifications

• Passionate about positively impacting the future of our planet and humanity.

Skills

• Problem-solving
• Communication (written and verbal)
• Financial acumen and product knowledge
• Interpersonal skills and relationship building
• Active listening
• Organizational skills and attention to detail

Benefits

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