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Accelerating the global transition to sustainable investing

Client Solutions Lead

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At Ethic, we are powering the future of sustainable investing.

We're a technology-driven, sustainable asset manager empowering institutions and investment advisors to create passive equity portfolios specific to their values and financial goals.

Who you are:

You’re passionate about positively impacting the future of our planet and humanity
You’re a self-starter who is eager to wear multiple hats in a start-up environment
You stand up for what you believe, but are open to having your mind changed
You enjoy working in a dynamic and evolving environment, problem solving collaboratively with a multidisciplinary team

A taste of what you’ll do:

As a Client Solutions Lead you will act as the main day-to-day advisor for the client, and be a key contributor to the ongoing client relationship. You will be responsible for the successful activation and onboarding of new clients, and ensure an ongoing, top-tier client experience. More specifically you will:

Act as an internal advocate for advisor clients, managing relationships cross-functionally with the goal of helping clients achieve their financial and sustainability goals
Partner with our Business Development team to understand and deliver the best solutions for the advisor
Help advisors translate their values into an investment strategy by conducting sustainability surveys and leading workshops; collaborate with our portfolio manager to develop custom sustainable portfolios
Train new advisors on Ethic and sustainability on an ongoing basis in collaboration with our sustainability and product teams
Process ongoing advisor requests; own the timeline and communication associated with advisor requests
Measure and report on the health of advisors; work closely with our Business Development team to grow assets
Contribute to the development and completion of projects on the Client Solutions roadmap with the goal of improving our client experience

What you’ll bring to the table:

3+ years of experience in a client-facing role in asset management or financial services
Excellent attention to detail
An excellent ability to identify, diagnose and solve problems
A demonstrated ability to multitask and prioritize
A demonstrated ability to work independently and take ownership of your work
Excellent communication skills both verbally and in writing; an ability to clearly communicate complex concept to our clients
Familiarity with, and a demonstrated interest in, ESG & sustainable investing

Ethic at a glance

Accelerating the global transition to sustainable investing

Ethic focuses on Financial Services, Sustainability, Impact Investing, and Financial Technology. Their company has offices in New York City. They have a small team that's between 11-50 employees.

You can view their website at https://www.ethic.investments/ or find them on Twitter, Facebook, and LinkedIn.