Relationship Manager, Portfolio Management

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.

Portfolio Management and Investments 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.

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.

Business Development 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.

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.

Firm Building 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.

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.

Perform other duties as required by the position.