Client Relationship Manager, Advisor Channel

Job description

Client Relationship Manager, Advisor Channel New York, NY (Hybrid: 3-4 days/week in office) Industry Focus: Wealth Management | RIA | Fintech Travel: ~2-3x per month: The Role: We’re looking for a Senior Associate/Lead to join our lean, fast-paced, high-impact Growth team. You’ll play a pivotal role in Ethic’s next phase of growth—driving new relationships, accelerating our sales pipeline, and helping expand our presence across the RIA landscape. This role is perfect for a results-driven, entrepreneurial professional who thrives in dynamic environments and wants to make a real mark in the fintech and wealth management ecosystem. This role will report directly to the General Manager of the Advisor client channel. What you’ll do: As a Senior Associate/Lead on the Growth team at Ethic you will develop and cultivate strong relationships with financial advisors and investment teams at independent RIAs and network-style wealth management firms to partner in delivering Ethic solutions. More specifically you will: - Expand Ethic’s Reach: Increase the volume and quality of new opportunities with our client base through proactive prospecting, creative sourcing, and conference engagement. Pro...