Relationship Manager, Portfolio Management

Overview

The Relationship Manager role in Portfolio Management provides comprehensive investment advice and management for Glenmede’s 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 operates in a hybrid work environment, 3 days per week in the office (Cleveland, OH).

Responsibilities

• Serve as Relationship Manager on designated client relationships, being accountable for coordinating investments, financial planning, administration and other wealth management advice and solutions.
• Avoid 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.
• Develop, implement and proactively communicate and manage investment plans on behalf of clients, consistent with Glenmede’s 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 client’s 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 Glenmede’s 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.
• Participate in new business development process, attend Glenmede-sponsored events, cultivate COI’s, and partner with Business Development Officers to create, present and execute investment proposals tailored to meet client objectives.
• 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.

Required Qualifications

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

Prior Experience

• 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).

Benefits

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!

About Glenmede

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

EEO Statement

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/.

No Agencies

We are not seeking agency assistance with this role. No agencies, third parties, or phone calls, please.