Client Implementation, Institutional Client Segment

| New York, NY, USA | Hybrid
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What you’ll do: 

As the Client Implementation Lead for our institutional client segment, you will be responsible for overseeing the smooth execution of new account setups and transitions, partnering on new custodial integrations, completing on-going service requests, and facilitating contract negotiations. You will handle complicated portfolio setups and respond to nonstandard account requests, ensuring all operations align with Ethic’s commitment to sustainable investing and client satisfaction.

More specifically you will:

  • Oversee new account setups and the transition process for complex portfolios.
  • Manage relationships with intermediaries, platforms, and custodians to streamline operations.
  • Lead contract negotiations with clients & coordinate with internal stakeholders to ensure completion of requirements.
  • Partner with our portfolio managers, client operations & trading teams to deliver a flawless client experience.
  • Implement efficient processes for handling nonstandard requests and portfolio situations.
  • Collaborate with cross-functional teams to enhance client experience and operational excellence.
  • Oversee the execution of ongoing account service requests in a timely fashion, ensuring advisors have a great experience.
  • Proactively identify opportunities for process improvement, automation, and enhancing the client experience.

Who you are: 

  • Passionate about sustainability and making a positive impact through your work.
  • Experienced in managing client operations within the financial services industry.
  • Strong leader with the ability to handle complex client needs and streamline operations.
  • Excellent communicator with the ability to engage with stakeholders at all levels.
  • Strategic thinker with a proven track record in operational management and client service.

What you’ll bring to the table: 

  • Bachelor’s degree in Business, Finance, or a related field
  • Significant experience in client operations, preferably in investment management or financial services.
  • Demonstrated success in managing complex client portfolios and operational processes.
  • Familiarity with CRM systems and advanced proficiency in Microsoft Office and client reporting tools.

Exceptional candidates may also bring the following:

  • Experience managing and coaching others

About Ethic:

Ethic is working toward a future where all investing is sustainable investing. We empower wealth advisors and investors to create portfolios that seek to align personal values with financial goals.

Our team is committed to fostering an environment that brings together many different voices, perspectives and lived experiences to accelerate the global transition to sustainable investing.

Compensation & Benefits: 

Compensation at Ethic is a combination of base salary, equity (stock options) in the company, and benefits. 

Our benefits package includes; 

  • Medical, dental & vision insurance – premiums 100% covered by Ethic 
  • Unlimited paid time off 
  • 16-weeks of paid parental leave 
  • An annual wellness & education stipend
  • Sponsored employee resource groups
  • Regular lunch & learns and volunteering opportunities
  • A fully-stocked office in lower Manhattan + the flexibility to regularly work remotely

Location: New York, NY 

Submit an application: 

If you are interested in applying for this role, please submit both a resume, a cover letter, and a link to your portfolio below.

Ethic values the diversity of our team and encourages applications from all backgrounds and life experiences. In order to continuously grow a diverse team, we are taking a data-driven approach to understanding and iterating our hiring practices. Please complete the demographic survey below to support us in doing so.


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Technology we use

  • Engineering
    • JavaLanguages
    • JavascriptLanguages
    • ScalaLanguages
    • CassandraDatabases
    • MySQLDatabases

Location

A quiet and beautiful neighborhood in lower Manhattan!

An Insider's view of Ethic

What's something quirky about your company?

Our people - at Ethic, quirkiness and excellence go hand-in-hand. We do our best to foster an environment where everyone feels truly comfortable to be themselves. No dull, faded work personas here. And because it's my fundamental belief that deep-down all human beings are quirky in their own way, you end up with the wonderful situation we have.

Aleksandr

Engineering Associate

How do you empower your team to be more creative?

Creating an environment and space where people feel comfortable to make mistakes & explore ideas that don't follow normal patterns. It's about adding and removing constraints, adding people and processes so we can look at problems from different angles. Finally it's about celebrating the journey. Usually the process is more fun than the outcome.

Johny

Co-founder & Chief Product Officer

What makes someone successful on your team?

Someone who has an open mind and thinks creatively and critically, will thrive at Ethic. Also being passionate about making a positive impact and taking initiative to make that happen - those are the people that are most successful.

Jane

Portfolio Manager

What are Ethic Perks + Benefits

Culture
Volunteer in local community
Open door policy
OKR operational model
Team based strategic planning
Open office floor plan
Flexible work schedule
Remote work program
Work from home whenever it makes sense for you! Or join us in our NYC office.
Diversity
Hiring practices that promote diversity
Health Insurance + Wellness
Flexible Spending Account (FSA)
Dental insurance
Vision insurance
Health insurance
Ethic provides 4 Aetna plans, and covers 100% of premiums for both employees and their dependents on the two base plans.
Life insurance
Financial & Retirement
Company equity
Child Care & Parental Leave
Generous parental leave
After one year, all Ethic employees are eligible for 16 week a paid parental leave.
Family medical leave
Vacation + Time Off
Unlimited vacation policy
Generous PTO
Paid volunteer time
Paid holidays
Paid sick days
40 hours each year
Office Perks
Commuter benefits
Company-sponsored outings
Free snacks and drinks
Some meals provided
Company-sponsored happy hours
Pet friendly
Home-office stipend for remote employees
Professional Development
Lunch and learns
Promote from within

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