General Manager, Family Office Client Segment

Ethic is seeking a highly motivated GM for our Family Office Client segment. This role will play a critical role in driving the client experience, strategy, and operations for one of our most important client channels. The role requires a strategic leader with expertise in growth, sustainability, investments, and operations within the broad financial services landscape. A deep appreciation for the customer problems our family offices face when servicing clients each day is essential. What you'll do: Strategic Leadership: The GM is responsible for setting the strategic direction for the family office channel. This involves identifying growth opportunities, defining goals, solutioning, and ensuring execution internally and externally. Operational Management: The GM oversees the day-to-day operations of the family office unit and ensures that teams are working efficiently and effectively. This includes driving key internal channel meetings and collaborating with key cross-functional stakeholders to drive excellent client outcomes. Customer Focus: The GM ensures that the business unit is meeting the needs of family offices across different users - executives, advisors, and investment teams. Performance Monitoring: The GM is responsible for tracking and analyzing key performance metrics to assess the health and progress of the client channel. They will use this data to drive forward planning and team design. Cross-functional Collaboration: The GM collaborates with other senior leaders and departments within Ethic to ensure alignment and leverage synergies across the organization. This includes working with teams such as engineering, marketing, sales, and finance. Innovation and Growth: The GM drives innovation within their area of responsibility, encouraging the development of new products, client service, and sustainability. They stay ahead of industry trends and have a great understanding of Ethic's competitive landscape. Who you are: You prioritize building strong relationships and enjoy 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: Bachelor's degree in Finance, Business, or a related field. 10+ years of experience in operations, strategy, and sales. Proven track record of successfully driving operational excellence within a financial services firm. Strong understanding of and passion for sustainable investing principles. Excellent written and verbal communication skills with a talent for storytelling. Analytical mindset with the ability to leverage data to drive decision-making. Strong project management and organizational skills, with the ability to manage multiple priorities in a fast-paced environment. Collaborative team player with the ability to build relationships across functions. 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 $200,000 - $250,000 per year, commensurate with experience. In addition, this position is eligible for variable compensation tied to predetermined goals and key results. 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. 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 submit both a resume and a cover letter below. 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. Please complete the demographic survey below to support us in doing so. #J-18808-Ljbffr

Created: 2024-11-05