Client Relationship Manager, Advisor Channel

Ethic • New York, NY

52d • $110,000 - $120,000 • Hybrid

About The Position

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.

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.
• 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.
• Advanced capacity to deeply understand and interpret complex client needs, unspoken concerns, and strategic objectives, leading to proactive and tailored solutions.
• Strong ability to diagnose complex client and business challenges, collaborate with cross-functional teams to identify root causes, and develop innovative, impactful solutions.
• 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.
• Exceptional ability to manage multiple high-priority initiatives, and strategically prioritize workload.
• Problem solver, able to and interested in learning new things quickly to solve unique and challenging problems.
• Driven, possess a strong work ethic, a bias towards action, and a desire to win as a team.
• Can communicate clearly and concisely in a variety of mediums.
• Operate with high integrity, doing the right thing when no one is looking.
• Take a long-term view towards contributing to a strong team with a culture of feedback.
• Passionate about positively impacting the future of our planet and humanity.

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.
• Increase the volume and quality of new opportunities with our client base through proactive prospecting, creative sourcing, and conference engagement.
• 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.
• Demonstrate ownership of the sales cycle and workflows through each stage of an opportunity to ensure a strong client experience and ultimate outcome.
• 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.
• 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.
• Reflect our principles in your day to day interactions with colleagues and clients.

Benefits

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed