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Fintech • Social Impact • Financial Services
The Client Relationship Manager will develop strong relationships with financial advisors, ensuring excellent client experiences, and align stakeholders on Ethic's solutions. Responsibilities also include identifying process improvements and enhancing client engagement.
Fintech • Social Impact • Financial Services
Manage client relationships by facilitating proposal requests, supporting advisors through portfolio implementation, conducting client outreach, and enhancing client success processes for a best-in-class experience.
Fintech • Social Impact • Financial Services
The Director of Product will lead product management efforts by shaping the product roadmap, enhancing client experience, driving user-centric strategies, and collaborating with various teams to ensure project success.