🛠 Tech Stack

💼 About This Role

You'll drive new relationships and accelerate the sales pipeline for Ethic's Advisor Channel, a fintech platform serving RIAs. As a Senior Associate/Lead on the Growth team, your core impact is expanding Ethic's presence across the wealth management landscape. This role stands out for its direct report to the General Manager

🎯 What You'll Do

• Proactively prospect and source new opportunities with advisor clients
• Own the sales cycle from opportunity to close
• Optimize client documentation and Salesforce data integrity
• Collaborate with Client Success, Build, and Investments teams

📋 Requirements

• 4–6 years in business development or relationship management in wealth management or fintech
• Wealth management industry knowledge including RIA structures
• Exceptional communication with financial advisors
• Salesforce proficiency for pipeline management

✨ Nice to Have

• Direct indexing or portfolio management understanding
• Analytical skills for financial data analysis

🎁 Benefits & Perks

• 🏖️ Hybrid flexibility (3-4 days in office)
• 📈 Direct access to executive leadership
• 🏢 Fintech startup culture with lean team
• 🌍 Impact on sustainable investing

📨 Hiring Process

Estimated timeline: 2-3 weeks · AI estimate

1. 1Recruiter call· 30 min
2. 2Hiring manager interview· 45 min
3. 3Panel interview· 60 min