Relationship Manager, Wealth Advisory
Glenmede
full-time
Posted on:
Location Type: Hybrid
Location: Philadelphia • Pennsylvania • 🇺🇸 United States
Visit company websiteJob Level
SeniorLead
About the role
- Manage designated client relationships to provide thoughtfully innovative, integrated, and appropriate wealth management advice and solutions
- Lead client meetings, oversee timely production of meeting materials, and coordinate post-meeting follow-up
- Contribute to overall client satisfaction through timely delivery of services and regular and effective communication with clients and partners
- Develop excellent relationships with all Glenmede colleagues and client advisors
- Serve as a fiduciary specialist for clients and the office
- Administer client fiduciary relationships ensuring that fiduciary standards and practices are observed
- Respond to discretionary requests and prepare summaries and recommendations for discretionary actions
- Administer special assets, including real estate and life insurance
- Participate in financial administration and provide guidance and issue resolution for complex client relationships
- Function as a comprehensive Wealth Advisor that can address all areas of wealth management including income, gift and estate taxes, financial and wealth transfer planning, creditor protection, and insurance
- Prepare Wealth Advisory meeting materials in collaboration with Wealth Planning and Portfolio Management team members
- Provide daily administration of trust and investment accounts in consultation with Fiduciary Counsel, Tax, Portfolio Management, beneficiaries, outside trustees, attorneys, and CPAs
- Collaborate with professionals from across the firm to enhance best-practices
- Supervise administrative staff and associates and monitor and review staff performance
- Provide career guidance and identify training needs.
- Contribute to the functioning of the Wealth Advisory practice within your office/team and across the firm
- Participate in firm-wide committees and initiatives.
Requirements
- Bachelor’s degree required
- 7+ years of experience in financial services, preferably in a fiduciary environment or in a wealth management, law or accounting firm
- Advanced degree such as MBA or JD preferred
- Professional designations such as CPA, CTFA or CFP are a plus
- Solid knowledge of trust management, financial planning, philanthropic planning, and fiduciary law, with a preference for depth in one of those areas
- Ability to communicate effectively with clients, colleagues, and external advisors
- Detail-oriented, particularly with financial calculations and administrative requirements
- Command of Microsoft Office and ability to adapt to investment and wealth management-oriented IT applications (e.g. Salesforce, Global Plus, eMoney).
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!
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
fiduciary managementfinancial planningtrust managementphilanthropic planningwealth transfer planningfinancial calculationsinvestment managementestate taxescreditor protectioninsurance
Soft skills
client relationship managementeffective communicationdetail-orientedleadershipcollaborationproblem-solvingcareer guidancetraining needs assessmentadministrative supervisionclient satisfaction
Certifications
CPACTFACFPMBAJD