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Glenmede · 2 weeks ago

Relationship Manager, Portfolio Management

NYC Metro Area

Full-time

Hybrid

Senior Level, Lead/Staff

$125K/yr - $275K/yr

10+ years exp

Glenmede is a trusted partner for private wealth, endowment & foundation, and investment management clients. The Relationship Manager role in Portfolio Management provides comprehensive investment advice and management for private clients, working closely with a team to deliver integrated wealth management solutions that meet complex client needs.

ConsultingFinancial ServicesInsurance

Growth Opportunities

Responsibilities

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

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

Supervise support staff and work closely with junior professionals by teaching specific skills and sharing experiences that will allow them to expand their contribution to the firm

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

Qualification

Investment ManagementPortfolio ManagementWealth ManagementCapital MarketsFinancial PlanningBusiness DevelopmentClient Relationship ManagementAdvanced Degree (MBA)Certification (CFA)Team Collaboration

Required

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

Preferred

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 the 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)