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Oversee contract management, legal research, compliance with regulatory matters, review legal agreements, conduct legal analysis, ensure compliance with regulations, maintain compliance management system, assist with regulatory filings, drafting policies, support ad hoc projects

As the Director of Relationship & Client Portfolio Management, you will consult with institutional clients on investments, oversee portfolio reviews, partner with internal teams, and cultivate client relationships, all with a focus on sustainable investing. Ideal candidates will have 8-10 years of client-facing experience in asset management, strong knowledge of equity investments and sustainable investing, and exceptional communication and organizational skills.

Oversee new account setups, transitions, custodial integrations, service requests, and contract negotiations for institutional clients. Manage relationships, lead negotiations, collaborate with internal teams, and identify process improvements for client satisfaction and operational excellence.

Ethic is seeking a Client Success Associate to support the growth of their client base by managing client pipeline, daily trading workflow, account management, and contributing to client success processes.