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Director of Client Portfolio Management, Institutional Client Segment



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

What you’ll do:

As a Director of Relationship & Client Portfolio Management for our institutional client segment you will own the portfolio solutioning process for Ethic’s Institutional business. You will spend time with Ethic’s Institutional clients (Institutional Consultants, Endowments, Foundations) to understand their sustainability & investment objectives and partner with Ethic team members on implementation of portfolios. In addition to this, you will facilitate on-going portfolio reviews and provide updates to clients on their portfolios.

More specifically you will:

  • Consult with institutional clients on investments they are interested in and present investment opportunities.
  • Deeply understand clients needs and successfully communicate Ethics value proposition and products.
  • Proactively monitor Institutional accounts that Ethic manages and conduct portfolio reviews.
  • Partner with our portfolio managers, client operations & trading teams to deliver a flawless client experience.
  • Work through complex portfolio management proposals and understand the trade offs between investments and sustainability.
  • Work with our Creative Team, Compliance Team, Investments Team, Sustainability Team and Growth Team to create materials that clearly communicate Ethic’s offering & philosophy.
  • Oversee the execution of ongoing account service requests in a timely fashion, ensuring advisors have a great experience.
  • Cultivate strong client-centric relationships in order to accelerate the transition to sustainable investing.
  • Continuously develop your in-depth understanding of Ethic’s technology, approach to sustainability, and portfolio management process in order to better serve our consultant clients.
  • Proactively identify opportunities for process improvement, automation, and enhancing the client experience.

Who you are:

  • You’re passionate about positively impacting the future of our planet and humanity
  • You’re independent and comfortable working at a small, fast-paced environment
  • You’re kind, curious, and interested in other people’s perspectives
  • You’re inventive and excited about building something new
  • You’re open-minded and value diversity

What you’ll bring to the table:

  • 8-10 years of experience in a client facing role at an asset management or investment management firm
  • Excellent attention to detail
  • Excellent organizational skills with an ability to multitask and prioritize
  • Excellent communication and presentations skills - both written and verbal
  • Excellent problem solving skills & curiosity
  • Strong knowledge of equity investments, portfolio management, financial planning and sustainable investing
  • Experience working with institutional investors
  • A demonstrated passion for sustainability issues
  • A demonstrated ability to take ownership of your work while effectively collaborating

Exceptional candidates may also bring the following:

  • CFA designation
  • 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.

The base salary for this role will range from $200,000-225,000 per year, commensurate with experience.

In addition, this position is eligible for variable compensation tied to predetermined goals and key results.

Our benefits package includes;

  • Medical, dental & vision insurance – premiums 100% covered by Ethic
  • 401k with sustainable investment options and a 3.5% employer match
  • 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 (in-office at least 2 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. Please complete the demographic survey below to support us in doing so.