Dir. of Relationship Management - RIA and Networks

Dir. of Relationship Management – RIA and Networks

8-10 years of experience in a client facing role at an asset management firm, RIA, Network, or wealth management platform.
Have a strong understanding of the RIA and Network market landscape, including workflow and technology needs for investment teams and advisors.
Excellent communication and presentations skills – both written and verbal
Excellent problem solving skills & curiosity
Strong knowledge of asset management, portfolio management, financial planning and sustainable investing
A demonstrated passion for sustainability
A demonstrated ability to take ownership of your work while effectively collaborating

Work both independently as well as collaboratively with other Growth team members to cultivate strong client relationships and build trust with RIAs and Networks.
Develop a strategic approach to winning new client business. Position Ethic in the market and communicate our technology and investment offering in the context of RIA and Network needs and pain points.
Partner with our Marketing and Creative team to create and launch compelling campaigns that demonstrate the full breadth and depth of our offering.
Continuously develop your in-depth understanding of Ethic’s technology, approach to sustainability, and portfolio management process in order to better serve our clients.
Proactively identify opportunities for process improvement, automation, and enhancing the client experience.

You’re independent and comfortable working at a small, fast-paced environment
You’re kind, curious, and interested in other people’s perspectives
You’re inventive and excited about building something new
You’re open-minded and value diversity
You’re a proactive and creative thinker
You’re comfortable with ambiguity and are naturally inclined to help solve problems/close gaps