Director of Product - Client Experience

Posted 2 Days Ago
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New York, NY
Hybrid
Senior level
Fintech • Social Impact • Financial Services
The Role
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.
Summary Generated by Built In

What you’ll do: 

You will partner closely with our Client Experience team to deeply understand customer needs, define feature scopes, and deliver impactful enhancements to our client-facing web application, ensuring a seamless and delightful user journey.

More specifically you will:

  • Shape the Product Roadmap: Collaborate strategically with product managers, design, engineering, sustainability, and investments teams to develop and prioritize a dynamic product roadmap for our client experience platform.
  • Align Business & Customer Goals: Translate Ethic's business objectives and customer aspirations into actionable product strategies, identifying opportunities to drive growth, improve retention, and optimize operational efficiency.
  • Insight-Driven Problem Solving: Employ a collaborative problem-solving approach, leveraging both qualitative and quantitative data to make informed decisions and propose solutions that deliver measurable business impact.
  • Elevate the User Experience: Champion the enhancement of Ethic’s advisor and end-client experience across the entire client lifecycle, focusing on intuitive design and functionality.
  • Product Lifecycle Management: Own and refine existing products, including internal tools, by actively gathering, analyzing, and integrating user feedback into the product roadmap.
  • Strategic Communication & Collaboration: Proactively communicate product updates and project status to internal stakeholders, anticipate and resolve blockers, and ensure timely delivery of impactful features.
  • Strategic Project Support: Contribute to strategic projects and partnerships, leveraging your product expertise to drive successful outcomes.

Who you are: 

  • You are a relationship builder, prioritizing collaboration and fostering a positive team environment.
  • You possess a curious and empathetic mindset, valuing diverse perspectives and continuous learning.
  • You are passionate about solving complex problems and thrive in a collaborative environment.
  • You are an innovator, driven to build and shape the future of sustainable investing.
  • You are deeply committed to making a positive impact on the planet and society.

What you’ll bring to the table: 

  • 7+ years of experience in product management, with a proven track record of delivering successful B2B2C web-based technology products.
  • Startup experience, a strong understanding of user experience principles, and fintech industry knowledge are highly valued.
  • Exceptional communication and collaboration skills, with the ability to effectively convey ideas and build consensus across diverse teams.
  • Strong analytical and problem-solving abilities, with a comfort level navigating ambiguity and prioritizing effectively. Demonstrated understanding of modern web technologies and architectures.
  • Excellent organizational skills, with a proven ability to manage project dependencies, timelines, and stakeholder coordination.
  • Empathy and a relationship-oriented approach to building strong teams. Proactively manage junior product managers so they can achieve their full potential.

About the Client Experience Team:

Ethic’s Client Experience team is a dynamic, multidisciplinary team comprising product, design, and engineering professionals. We are dedicated to delivering exceptional user experiences across all stages of the customer lifecycle, driving growth and engagement through intuitive and seamless platforms. Our work is integral to Ethic’s success, requiring close collaboration with portfolio management, investments, sustainability, and operations teams. Driven by a shared commitment to impact, we prioritize teamwork and value collaboration as a cornerstone of our culture.

About Ethic:

We at Ethic partner with advisors and institutions to deliver personalized, values-aligned, and tax-smart investing. Our technology enables sophisticated investment solutions through a simple and engaging client experience. We empower advisors and institutions to deliver investments that reflect what matters most to them and their clients.

We're backed by investors including Oak HC/FT, Nyca Partners, Fidelity, UBS, Jordan Park Group, and Kapor Capital. We are an SEC Registered Investment Adviser based in New York City.

Our team is committed to fostering an environment that brings together diverse voices, perspectives, and lived experiences. We are striving to drive positive outcomes for investors and to contribute to a more sustainable and prosperous future for the world.

Compensation & Benefits: 

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

The base salary for this role will range from $200,000- $250,000 per year, commensurate with experience. 

Our benefits package includes; 

  • Medical, dental & vision insurance – premiums 100% covered by Ethic (includes dependents) 
  • 401k with sustainable investment options and a 3.5% employer match
  • Unlimited paid time off 
  • 16-weeks of paid parental leave 
  • An annual $600 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 (in-office at least 3 days a week) 

Submit an application: 

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

Ethic values the diversity of our team and welcomes 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. 



Top Skills

Technology Products
Web Technologies

What the Team is Saying

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The Company
HQ: New York, NY
78 Employees
Hybrid Workplace
Year Founded: 2016

What We Do

A technology-driven asset manager and registered investment advisor delivering personalized investment solutions that are tailored to reflect individual sustainability and financial priorities.

Headquartered in New York City, our growing team brings a diverse set of backgrounds and experiences. Together, we are on a mission to help create a future where all investing is sustainable investing.

Why Work With Us

We’re a mission-driven team that welcomes & embraces diverse perspectives, with a collaborative work environment and inclusive workplace policies. We are committed to taking care of people and the planet, which is why we’ve built a team committed to solving big problems, creating a positive impact— and having a whole lot of fun along the way.

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Ethic Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

Typical time on-site: Flexible
HQNew York, NY
A quiet and beautiful neighborhood in lower Manhattan!

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