Business Development Associate

Who you are:

  • You’re passionate about positively impacting the future of our planet and humanity
  • You’re a relationship builder 
  • You’re a self-starter, eager to work on a small, flat and highly collaborative team 
  • You stand up for what you believe in, but you are open to having your mind changed
  • You enjoy the journey 

A taste of what you’ll do:

You’ll be responsible for supporting our Business Development team, with the mission of developing and maintaining strong professional relationships with wealth management (RIA) clients. In particular you will:

  • Work closely with the senior members of our Business Development team to understand client needs and business objectives, and deliver the most appropriate solution
  • Maintain Ethic’s Salesforce, capture diligent notes and coordinate next-steps from key client meetings 
  • Assist with regular business reviews, track appropriate KPIs
  • Coordinate meetings with current and prospective clients, and take ownership of client follow-up communication on behalf of Ethic’s Business Development team
  • Take ultimate accountability for client outcomes; proactive and highly engaged in communications
  • Proactively identify/anticipate adoption issues, misalignments, and/or gaps

What you’ll bring to the table:

  • 1-3 years in a business development role, focused on wealth management - internships may apply
  • A basic understanding of the wealth management industry
  • A demonstrated ability to build relationships and garner trust with executive decision makers and influencers
  • A demonstrated ability to manage effective and timely communication
  • An interest in financial products, particularly equities (and ideally ESG)
  • Exceptional organizational, communication & listening skills

As an important part of our team, we’re excited for you to help us build the future of sustainable investing and contribute positively to our culture.

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