Associate Director / Director of Client Portfolio Management
Institutional Client Segment
What you’ll do:
As a Director of 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:
Who you are:
What you’ll bring to the table:
Exceptional candidates may also bring the following:
About Ethic:
We at Ethic partner with advisors and institutions to deliver personalized, values-aligned, and tax-smart investing. Our technology enables sophisticated investment solutions through a simple and engaging client experience. We empower advisors and institutions to deliver investments that reflect what matters most to them and their clients.
We're backed by investors including Oak HC/FT, Nyca Partners, Fidelity, UBS, Jordan Park Group, and Kapor Capital. We are an SEC Registered Investment Adviser based in New York City.
Our team is committed to fostering an environment that brings together diverse voices, perspectives, and lived experiences. We are striving to drive positive outcomes for investors and to contribute to a more sustainable and prosperous future for the world.
Compensation & Benefits:
Compensation at Ethic is a combination of base salary, equity (stock options) in the company, and benefits.
The base salary will range from $125,000-$140,000 per year, commensurate with experience, alongside a competitive variable compensation package.
Our benefits package includes:
Location: New York, NY (in-office at least 3 days a week)
Submit an application:
**If you are interested in applying for this role, please apply on the Ethic website.
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.
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