Director of Investment Stewardship

Sorry, this job was removed at 09:17 p.m. (CST) on Friday, Dec 13, 2024
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New York, NY, USA
In-Office
Fintech • Social Impact • Financial Services
Investing aligned with what matters
The Role

What you’ll do: 

Innovation in investment stewardship

  • Partner with product team on building out new features related to shareholder engagement 
  • Partner with the sustainability research & data team to build out a model to use data and research to identify opportunities for proactive resolution opportunities and other corporate engagement initiatives

Client partnerships

  • Work with our clients on engagement initiatives, especially our institutional partners and family office clients
  • Identify prospective clients interested in more impactful engagement work & build community around the work, both within investment management and among other organizations with aligned missions
  • Manage partnerships with proactive resolution generation partners through the resolution lifecycle
  • Shape the client experience around participating in and sponsoring resolutions 

Storytelling & Content

  • Lead research on effectiveness of different types of engagements using Ethic’s sustainability data 
  • Identify opportunities for storytelling around engagement and work with the studio team to amplify high impact proxy votes or engagements Ethic’s clients are participating in

Roadmap

  • Shape Ethic’s vision for stewardship more broadly & integrate into our revenue models, growth strategy, and product roadmap
  • Deeply understand the regulatory and legislative landscape around engagement in service of setting the direction of Ethic’s stewardship function

Who you are: 

  • You prioritize building strong relationships, and enjoying the journey 
  • You’re kind, curious, and interested in other people’s perspectives
  • You enjoy solving hard problems and learning from others along the way
  • You’re inventive and excited about building something new 
  • You’re passionate about positively impacting the future of our planet and humanity

What you’ll bring to the table: 

  • 5-10+ years of experience in shareholder engagement work
  • Experience with building out an interdisciplinary team
  • Strong ability to work with data to generate insights
  • Strong knowledge of the regulatory landscape and emerging trends around asset management as it relates to corporate engagement

About Ethic:

Ethic is working toward a future where all investing is sustainable investing. We empower wealth advisors and investors to create portfolios that seek to align personal values with financial goals. 

Our team is committed to fostering an environment that brings together many different voices, perspectives and lived experiences to accelerate the global transition to sustainable investing.

Compensation & Benefits: 

Compensation at Ethic is a combination of base salary, equity (stock options) in the company, and benefits. 

The base salary for this role will range from $165,000 - $200,000 per year, commensurate with experience. 

Our benefits package includes; 

  • Medical, dental & vision insurance – premiums 100% covered by Ethic 
  • 401k with sustainable investment options and a 3.5% employer match
  • Unlimited paid time off 
  • 16-weeks of paid parental leave 
  • An annual wellness & education stipend
  • Sponsored employee resource groups
  • Regular lunch & learns and volunteering opportunities
  • A fully-stocked office in lower Manhattan + the flexibility to regularly work remotely

Submit an application: 

If you are interested in applying for this role, please submit both a resume and a cover letter below.

Ethic Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Ethic and has not been reviewed or approved by Ethic.

  • Healthcare Strength Benefits materials describe multiple medical plan options with employer-covered premiums on base plans for employees and dependents, alongside dental, vision, and mental-health support. This indicates a robust healthcare offering that reduces out-of-pocket exposure on core plans.
  • Parental & Family Support Policies highlight extended paid parental leave available after a defined tenure threshold. Family-oriented elements such as company-sponsored events and flexible/hybrid work further support caregiving needs.
  • Retirement Support Offerings include a 401(k) with employer match. This provides structured support for long-term savings alongside base compensation.

Ethic Insights

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The Company
HQ: New York, NY
74 Employees
Year Founded: 2016

What We Do

Ethic partners with advisors and institutions to deliver personalized, values-aligned, and tax-smart investing. Our technology powers sophisticated investment solutions through a simple and engaging client experience. Headquartered in New York City, our growing team brings a diverse set of backgrounds and experiences. We’re a financial technology company building the investment management platform of the future.

Why Work With Us

We’re a purpose-driven, high-performance team that embraces diverse perspectives. We offer a collaborative and dynamic work environment with inclusive workplace policies. Team members have the opportunity to solve complex, challenging and impactful problems.

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