Portfolio Careers

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Client Implementation, Institutional Client Segment



New York, NY, USA
Posted on Friday, May 24, 2024

What you’ll do:

As the Client Implementation Lead for our institutional client segment, you will be responsible for overseeing the smooth execution of new account setups and transitions, partnering on new custodial integrations, completing on-going service requests, and facilitating contract negotiations. You will handle complicated portfolio setups and respond to nonstandard account requests, ensuring all operations align with Ethic’s commitment to sustainable investing and client satisfaction.

More specifically you will:

  • Oversee new account setups and the transition process for complex portfolios.
  • Manage relationships with intermediaries, platforms, and custodians to streamline operations.
  • Lead contract negotiations with clients & coordinate with internal stakeholders to ensure completion of requirements.
  • Partner with our portfolio managers, client operations & trading teams to deliver a flawless client experience.
  • Implement efficient processes for handling nonstandard requests and portfolio situations.
  • Collaborate with cross-functional teams to enhance client experience and operational excellence.
  • Oversee the execution of ongoing account service requests in a timely fashion, ensuring advisors have a great experience.
  • Proactively identify opportunities for process improvement, automation, and enhancing the client experience.

Who you are:

  • Passionate about sustainability and making a positive impact through your work.
  • Experienced in managing client operations within the financial services industry.
  • Strong leader with the ability to handle complex client needs and streamline operations.
  • Excellent communicator with the ability to engage with stakeholders at all levels.
  • Strategic thinker with a proven track record in operational management and client service.

What you’ll bring to the table:

  • Bachelor’s degree in Business, Finance, or a related field
  • Significant experience in client operations, preferably in investment management or financial services.
  • Demonstrated success in managing complex client portfolios and operational processes.
  • Familiarity with CRM systems and advanced proficiency in Microsoft Office and client reporting tools.

Exceptional candidates may also bring the following:

  • Experience managing and coaching others

About Ethic:

Ethic is working toward a future where all investing is sustainable investing. We empower wealth advisors and investors to create portfolios that seek to align personal values with financial goals.

Our team is committed to fostering an environment that brings together many different voices, perspectives and lived experiences to accelerate the global transition to sustainable investing.

Compensation & Benefits:

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

Our benefits package includes;

  • Medical, dental & vision insurance – premiums 100% covered by Ethic
  • Unlimited paid time off
  • 16-weeks of paid parental leave
  • An annual 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

Submit an application:

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

Ethic values the diversity of our team and encourages 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. Please complete the demographic survey below to support us in doing so.