Relationship Manager, Wealth Advisory

Empowering Financial Futures.

For more than 65 years, Glenmede’s 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 (Philadelphia, PA).

OVERVIEW:

The Relationship Manager, Wealth Advisory position is responsible for managing current and new client relationships through overall excellence in client experience, integrated goals-based wealth management and advice, and effective trust administration. This position may work with other officers on large, complex family relationships and also support specialized fiduciary, compliance and illiquid asset functions for the business unit.

RESPONSIBILITIES:

Relationship Management. Manage designated client relationships to provide thoughtfully innovative, integrated, and appropriate wealth management advice and solutions. Lead client meetings, oversee timely production of meeting materials, and coordinate post-meeting follow-up. Contribute to overall client satisfaction through timely delivery of services and regular and effective communication with clients and partners. Develop excellent relationships with all Glenmede colleagues and client advisors.

Fiduciary Services. Serve as a fiduciary specialist for clients and the office. Administer client fiduciary relationships ensuring that fiduciary standards and practices are observed. Respond to discretionary requests and prepare summaries and recommendations for discretionary actions. Administer special assets, including real estate and life insurance. Participate in financial administration and provide guidance and issue resolution for complex client relationships.

Wealth Advice. By drawing on personal skills and experiences, Glenmede resources and outside advisers, function as a comprehensive Wealth Advisor that can address all areas of wealth management including income, gift and estate taxes, financial and wealth transfer planning, creditor protection, and insurance. Prepare Wealth Advisory meeting materials in collaboration with Wealth Planning and Portfolio Management team members, including summary of client wealth objectives, relationship summaries, wealth plans, and trust synopses. Discuss and deliver ideas and recommendations, explaining to clients the benefits and limitations of various strategies.

Account Administration. Provide daily administration of trust and investment accounts in consultation with Fiduciary Counsel, Tax, Portfolio Management, beneficiaries, outside trustees, attorneys, and CPAs. Prepare annual trust reviews and prepare and maintain Client Wealth Objectives.

Team Development. Collaborate with professionals from across the firm to enhance best-practices. Supervise administrative staff and associates and monitor and review staff performance. Provide career guidance and identify training needs.

Business Development and Growth. Participate in new business development and presentations for prospective clients. Develop referrals; expand existing relationships; cultivate new business from clients, intermediaries, and your personal network consistent with annual business plans.

Firm Building. Contribute to the functioning of the Wealth Advisory practice within your office/team and across the firm, including in the areas of fiduciary oversight, compliance, and best practice management. Participate in firm-wide committees and initiatives. Perform other duties as required by position.

REQUIRED QUALIFICATIONS:

• Bachelor’s degree required.
• 7+ years of experience in financial services, preferably in a fiduciary environment or in a wealth management, law or accounting firm.

PREFERRED QUALIFICATIONS:

• Advanced degree such as MBA or JD preferred.
• Professional designations such as CPA, CTFA or CFP are a plus.
• Solid knowledge of trust management, financial planning, philanthropic planning, and fiduciary law, with a preference for depth in one of those areas.
• Ability to communicate effectively with clients, colleagues, and external advisors.
• Detail-oriented, particularly with financial calculations and administrative requirements.
• Command of Microsoft Office and ability to adapt to investment and wealth management-oriented IT applications (e.g. Salesforce, Global Plus, eMoney).

Headquartered in Philadelphia, PA, Glenmede has 9 office locations in the US. For further information, please visit http://www.glenmede.com.

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 Glenmede’s policy on equal employment opportunity, please visit https://www.glenmede.com/equal-opportunity-employer/.

** 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