Client Relationship Manager, Advisor Channel

<p><strong>Client Relationship Manager, Advisor Channel</strong></p> <p>New York, NY (Hybrid: 3-4 days/week in office)</p> <p><strong>Industry Focus:</strong> Wealth Management | RIA | Fintech</p> <p><strong>Travel:</strong> ~2-3x per month</p> <h4><strong>The Role</strong></h4> <p>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.</p> <p>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.&nbsp;</p> <p><strong>What you’ll do:&nbsp;</strong></p> <p>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.</p> <p><strong>More specifically you will:</strong></p> <ul> <li><strong>Expand Ethic’s Reach: </strong>Increase the volume and quality of new opportunities with our client base through proactive prospecting, creative sourcing, and conference engagement. Proactively 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.</li> <li><strong>Own the Pipeline</strong>: through each stage of an opportunity, demonstrate ownership of the sales cycle and workflows to ensure a strong client experience and ultimate outcome.</li> <li><strong>Drive Organizational Excellence</strong>: 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.</li> <li><strong>Stay in Motion:</strong> 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.</li> <li>