Relationship Manager, Portfolio Management

ADP is currently experiencing a systemwide issue that is preventing all candidates from submitting applications. At this time ADP is unable to provide an estimated resolution timeline.

We appreciate your interest in employment with Glenmede and encourage you to return and submit your application once the issue is resolved. This message will be removed as soon as the system is functioning properly.

If you have questions please contact

Empowering Financial Futures.

For more than 65 years Glenmedes independent ownership innovation and unwavering commitment to our clients have made us a trusted partner for private wealth endowment & foundation and investment management clients.

Our people are invaluable. Through a team-oriented environment your knowledge expertise and varied backgrounds contribute to thoughtful innovation. Our culture fosters opportunities for continuous career growth and development in all areas of the organization. Working at Glenmede you will experience the infrastructure and resources of a large firm combined with the client and employee focus of an independently owned boutique.

Private Wealth: Empowering the confident pursuit of purpose passions and legacy through integrated wealth management.

To us wealth is not static or one-dimensional. The complexities of wealth management require an integrated approach to anticipating understanding and addressing unique client circumstances. Our team of experts partners with every client to personalize solutions that lead to exceptional outcomes. Our success is determined by the success of our clients.

This position will operate in a hybrid work environment 3 days per week in the office (Cleveland OH).

OVERVIEW:

The Relationship Manager role in Portfolio Management provides comprehensive investment advice and management for Glenmedes private clients and serves as Relationship Manager on designated relationships. This position works closely with an experienced team of wealth advisory and planning colleagues to provide integrated wealth management solutions that meet varied complex private client needs. This position requires working knowledge of additional practice areas such as financial and estate planning fiduciary investment and administration philanthropic advisory business development and other relevant disciplines.

RESPONSIBILITIES:

• Relationship Management and Client Service
  • Serve as Relationship Manager on designated client relationships being accountable for coordinating investments financial planning administration and other wealth management advice and solutions.
  • Adopt a leader among peers management approach in fulfilling Relationship Management responsibilities and coordinate with external advisors as appropriate.
  • Work closely with other professionals on the team to ensure that clients benefit from our best thinking across relevant wealth management practice areas. Identify financial and non-financial considerations to integrate into the overall investment plan.
• Portfolio Management and Investments
  • Develop implement and proactively communicate and manage investment plans on behalf of clients consistent with Glenmedes best thinking and practices.
  • Formulate client investment objectives create Investment Policy Statements develop and implement an asset allocation that enables the client to achieve stated objectives and monitor overall portfolio construction to ensure alignment with clients wealth objectives.
  • Prepare and maintain client information in accordance with documentation retention practices and procedures utilizing the client relationship management (CRM) system and all other required technology platforms.
  • Become proficient with Glenmedes investment solutions including Separately Managed Accounts Private Equity hedge funds and other specialized strategies.
  • Participate in Investment Policy Committee meetings Manager Research meetings and other venues to maintain investment knowledge and contribute to firm thinking.
• Business Development
  • Participate in new business development process attend Glenmede-sponsored events cultivate COIs and partner with Business Development Officers to create present and execute investment proposals tailored to meet client objectives.
• Firm Building
  • Active engagement in department-specific and firm-wide initiatives in order to expand capabilities create solutions to unmet business needs improve client experience or develop more efficient processes.
  • Ability and willingness to contribute to the advancement of team office and business capabilities.
• Perform other duties as required by the position.

REQUIRED QUALIFICATIONS:

• Bachelors degree required.
• A minimum of ten years experience in Investment Management with a focus on Portfolio Management and a track record of investment success.

PREFERRED QUALIFICATIONS:

• Ability to manage difficult or complex investment portfolios for investment management accounts or fiduciary (irrevocable or revocable trust) accounts.
• Proven ability to work with private clients in a collaborative team-based environment.
• Strong knowledge of and interest in Capital Markets.
• Knowledge understanding and ability to discuss other wealth management disciplines and how they integrate into a comprehensive plan.
• Commitment to the investment and wealth management industry as demonstrated by an advanced degree (MBA) or certification (CFA).

Headquartered in Philadelphia PA Glenmede has 9 office locations in the US. For further information please visit .

Our Benefits Overview:

-Competitive health and welfare benefits including company HSA contributions

-Numerous voluntary benefit choices available

-Superior 401k match

-Tuition reimbursement

-Company subsidized commuter benefits

-Generous paid time off including parental leave

-Plus more!

Glenmede is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to any legally protected characteristics. To learn more about Glenmedes policy on equal employment opportunity please visit We are not seeking agency assistance with this role. No agencies third parties or phone calls please. Glenmede is not accepting unsolicited resumes from search firms. All resumes submitted by search firms to any employee at Glenmede via-email the Internet or directly without a valid written search agreement will be deemed the sole property of Glenmede and no fee will be paid in the event the candidate is hired by Glenmede.

#LI-Hybrid