Director of Investment Stewardship

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.