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Ethic · 18 hours ago

Senior Associate - Relationship Management & Business Development

New York, NY

Full-time

Hybrid

Mid, Senior Level

$110K/yr - $120K/yr

4+ years exp

Ethic is a fintech company focused on personalized and values-aligned investing. They are seeking a Senior Associate to join their Growth team, responsible for driving new relationships, managing the sales pipeline, and expanding their presence in the wealth management ecosystem.

FinanceFinancial ServicesFinTechImpact InvestingSustainability

Responsibilities

Generate high-quality introductions and relationships across the RIA, private wealth, and institutional consultant channels

Proactively surface and develop opportunities from advisors at the firms we work with through a deep understanding of their goals and needs, accelerating the adoption of our offering and securing new, high-value engagements to drive asset and ultimately revenue growth

Partner closely with the Head of Business Development to manage the full sales funnel—from outreach and initial meetings to signed client agreements

Increase the volume and quality of new opportunities through proactive prospecting, creative sourcing, and conference engagement

Oversee and optimize client documentation processes, including agreements, context documentation, and Salesforce, to ensure robust data integrity and enable superior cross-team collaboration

Collaborate with our Client Success, Build, and Investments teams to ensure an exceptional and consistent client experience across all touchpoints, proactively addressing complex client needs and driving client loyalty

Represent Ethic at industry conferences and events (~monthly), and bring back actionable insights to refine our approach

Synthesize and action industry learnings and client feedback to critically inform our product and investment roadmaps, and champion internal understanding of evolving market needs

Reflect our principles in your day to day interactions with colleagues and clients

Qualification

Wealth Management KnowledgeSalesforce ProficiencyFinancial AcumenBusiness Development ExperienceAnalytical SkillsExceptional CommunicationInterpersonal SkillsProblem-SolvingActive ListeningOrganizational Skills

Required

4–6 years of experience in business development, sales, or relationship management within wealth management, fintech, or asset management

Strong understanding of the wealth management industry landscape, including how various RIAs are structured and how to strategically position Ethic's solutions for maximum impact and adoption

Demonstrated leadership in anticipating client and market needs, independently driving client initiatives, and consistently seeking out significant value-add opportunities for the firm

The ability to articulate relevant financial concepts with clarity and persuasiveness to investment teams and advisors; highly effective negotiation and presentation skills

Strong understanding of direct indexing, portfolio management, and financial markets

A highly developed aptitude for building and nurturing deep, strategic relationships with key decision-makers and influencers, both externally and internally, fostering long-term partnerships

Advanced capacity to deeply understand and interpret complex client needs, unspoken concerns, and strategic objectives, leading to proactive and tailored solutions

Strong ability to diagnose complex client and business challenges, collaborate with cross-functional teams to identify root causes, and develop innovative, impactful solutions

Ability to analyze financial data, identify strategic trends, understand client portfolios, and interpret the broader implications of market movements for client strategy

Experience in leveraging Salesforce for strategic client management, pipeline forecasting, and generating actionable insights for business development

Exceptional ability to manage multiple high-priority initiatives, and strategically prioritize workload