Client Relationship Manager, Institutional Partnerships

Ethic • New York, NY

51d • $110,000 - $120,000 • Hybrid

About The Position

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.

Requirements

• 3+ years of experience in a client-facing role within a financial services firm
• Strong understanding of public equity markets, direct indexing, and sustainable or mission-aligned investing
• Clear and confident communicator, comfortable presenting and interacting with clients
• Highly organized, detail-oriented, and able to manage multiple priorities effectively
• Strong problem solver who can think critically and navigate ambiguity
• Proactive, takes ownership, and collaborates well across teams
• Genuine interest in sustainable and impact-focused investing

Responsibilities

• 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

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: Mid Level
• Education Level: No Education Listed