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. 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.

Responsibilities

• 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:
• 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.
• Exemplify World Class & In Service of Others: reflect our principles in your day to day interactions with colleagues and clients.

Requirements

• 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 financi

Additional Information

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

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