Ethic
A Client Relationship Manager at Ethic focuses on expanding relationships with financial advisors and investment teams in the wealth management and fintech industries. The role involves driving growth through strategic client engagement and pipeline management.
Headquarters
New York, New York, United States
Company Size
51-200 employees
Founded
2015
Ethic is a financial technology and asset management company that partners with advisors and institutions to deliver personalized, values‑aligned, and tax‑smart investing. Using ESG data and portfolio‑construction technology, Ethic builds custom strategies and separately managed accounts that combine sustainability screens, impact measurement, and tax‑aware optimization. It provides the reporting, operational infrastructure, and tools that let financial firms scale fiduciary‑grade sustainable investing for their clients.
Ethic launches Work Ethic podcast on wealth leadership and change
1 week ago
Tax incentives, Kansans’ work ethic attract Fortune 500 company to Overland Park
Apr 21, 2025
State Street Global Advisors Announces Strategic Partnership and Investment in Ethic
Apr 3, 2025
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Ethic.
6% below the average for this role
Takaichi’s work ethic sound bite wins Japan’s buzzword of the year
Dec 1, 2025