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. The position requires working knowledge of financial and estate planning, fiduciary investment and administration, philanthropic advisory, business development, and related disciplines. This position will be fully in-person, 5 days per week in the Washington DC office.

RESPONSIBILITIES

Relationship Management and Client Service Serve as Relationship Manager on designated client relationships, coordinating investments, financial planning, administration, and other wealth management solutions. Adopt a ‘leader among peers’ management approach and coordinate with external advisors as appropriate. Work with other professionals on the team to ensure clients benefit from integrated wealth management across relevant practice areas; identify financial and non‑financial considerations to integrate into the overall investment plan. Portfolio Management and Investments Develop, implement, communicate, and proactively manage investment plans on behalf of clients, in line with Glenmede’s best practices. Create investment objectives, Investment Policy Statements, and asset allocation plans that align with client goals and monitor portfolio construction to ensure alignment. Maintain client information in accordance with documentation retention practices and the CRM system. 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. Business Development Participate in new business development, attend Glenmede-sponsored events, build relationships with COIs, and partner with Business Development Officers to create, present, and execute investment proposals tailored to client objectives. Firm Building Active engagement in departmental and firm‑wide initiatives to expand capabilities, create solutions to unmet business needs, improve client experience, and develop efficient processes. Willingness to contribute to the advancement of team, office, and business capabilities. Perform other duties as required by the position.

REQUIRED QUALIFICATIONS

Bachelor’s degree required. 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 trusts. 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 industry, demonstrated by an advanced degree (MBA) or certification (CFA).

BENEFITS

Competitive health and welfare benefits, including company HSA contributions. Numerous voluntary benefit choices. Superior 401(k) match. Tuition reimbursement. Company subsidized commuter benefits. Generous paid time off, including parental leave.

SALARY RANGE

$130,000 – $200,000. Actual compensation packages are based on several factors unique to each candidate, including but not limited to job‑related knowledge and skills, experience, education/training, business needs, market demands, and geographical location. Base salary is only part of the total compensation package.

EEO STATEMENT

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 #J-18808-Ljbffr Glenmede