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Fintech • Social Impact • Financial Services
The Director of Relationship Management will drive business development for RIAs and Networks, cultivate strong client relationships, develop strategic approaches, collaborate for marketing, and improve client experience through technology and investment offerings.
Fintech • Social Impact • Financial Services
The Director of Product will lead the development of investment product features, collaborate with multiple teams, manage workflows, and ensure product timelines are met while enhancing user experience.
Fintech • Social Impact • Financial Services
The Client Relationship Manager will develop strong relationships with financial advisors, ensuring excellent client experiences, and align stakeholders on Ethic's solutions. Responsibilities also include identifying process improvements and enhancing client engagement.