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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.

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.

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.

Manage the portfolio solution process for Ethic’s Institutional clients, conduct portfolio reviews, consult on investment opportunities, and foster client relationships with a focus on sustainable investing.

The Investment Operations Analyst will handle portfolio accounting, trade management, and client onboarding while maintaining relationships with custodians and brokers. Responsibilities include reconciliations, billing process management, and improving operational processes.

As an Associate Portfolio Manager, you'll manage multi-asset portfolios, analyze investments, and collaborate with teams on portfolio strategies and improvements.

The Performance Analyst analyzes investment portfolio performance, implements performance attribution models, investigates data integrity, and collaborates with teams to improve investment processes.