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Relationship Management Officer, Portfolio Management

Glenmede · Greenville, DE · 2 wk ago
HybridFull-time

About the role

Empowering the confident pursuit of purpose, passions and legacy through integrated wealth management. This position will operate in a hybrid work environment, 3 days per week in the office (Wilmington, DE).

Responsibilities

  • Independently develop, implement, and actively manage investment plans that are consistent with client objectives and goals and the firm’s best thinking and practices
  • Navigate client conversations and inquiries around portfolio management and investment strategy topics in a manner that is consistent with the firm’s view
  • Aid clients in identifying and articulating goals
  • Develop and implement asset allocation/investment plans, which incorporates a well-documented investment policy statement to help clients achieve stated goals
  • Initiate and execute trades to ensure consistent alignment with client’s goals and risk tolerance and Investment Policy Committee recommendations
  • Perform investment research as needed; review daily transactions reports for possible investment actions
  • Serve as a client contact along with the Relationship Manager and/or Wealth Advisor, ensuring that firm client contact standards are met with every decision maker in a client relationship
  • Contribute to the formulation and delivery of asset sufficiency and basic Wealth View/Goals-Based Wealth reports
  • Participate in client meetings and provide expertise on investment-related issues
  • Assist in client onboarding
  • Respond to client inquiries and initiate and coordinate communication with clients when appropriate
  • Work closely with other professionals on the client relationship team and across the firm to ensure that clients benefit from the firm’s best thinking across relevant wealth management practice areas
  • Identify financial and non-financial considerations to integrate into the overall investment plan
  • Take responsibility for implementing conclusions
  • Ensure portfolio management compliance reporting and oversight requirements are met as required
  • Prepare and maintain client information in with documentation retention practices and procedures utilizing the client relationship management (CRM) system and all other required technology platforms
  • In compliance with regulatory policies and procedures, approve transaction requests including, but not limited to disbursements, trades, transfers of cash via ACH or wire, etc.
  • When appropriate, participate in new business development process
  • Attend Glenmede sponsored events
  • Identify and capitalize on opportunities to expand existing business or obtain qualified client referrals
  • Acquire and maintain an in-depth knowledge of the firm’s investment processes and philosophy by participating in Investment Policy Committee meetings, Manager Research meetings, and other venues
  • Acquire in-depth knowledge of trading and investment/portfolio management systems to help achieve efficiencies in day-to-day investment management of multiple client relationships
  • Take an engaged role in firm-wide and private client group initiatives and projects, including technology integration, enhanced client service and increased productivity
  • Look for opportunities to contribute to firm thinking on investment issues and processes

Qualifications

  • Bachelor’s degree
  • 4-6 years of experience in a financial services organization primarily performing portfolio management duties
  • Demonstrated ability to articulate views and navigate conversations around financial markets and portfolio management
  • Working knowledge of private equity, hedge funds and other specialized investment strategies

Pay

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!

Schedule

Hybrid work environment, 3 days per week in the office (Wilmington, DE)

Benefits

For further information, please visit www.glenmede.com

Equal Opportunity Employer

Glenmede is an equal opportunity employer 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/

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