Relationship Manager, Portfolio Management
Glenmede
full-time
Posted on:
Location Type: Hybrid
Location: Beachwood • Ohio • United States
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About the role
- 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
- 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.
Requirements
- 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
- 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!
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
Investment ManagementPortfolio ManagementAsset AllocationInvestment Policy StatementsClient Relationship Management (CRM)Separately Managed AccountsPrivate EquityHedge FundsInvestment ProposalsFinancial Planning
Soft skills
LeadershipCollaborationCommunicationClient EngagementProblem SolvingTeamworkAdaptabilityProactive ManagementClient FocusInitiative
Certifications
CFAMBA