Relationship Manager, Wealth Advisory

Empowering Financial Futures. For more than 65 years, Glenmede’s independent ownership, innovation and unwavering commitment to our clients have made us a trusted partner for private wealth, endowment & foundation, and investment management clients.

Our people are invaluable. Through a team-oriented environment, your knowledge, expertise and varied backgrounds contribute to thoughtful innovation. Our culture fosters opportunities for continuous career growth and development in all areas of the organization. Working at Glenmede, you will experience the infrastructure and resources of a large firm combined with the client and employee focus of an independently owned boutique.

Private Wealth:
Empowering the confident pursuit of purpose, passions and legacy through integrated wealth management. To us, wealth is not static or one-dimensional. The complexities of wealth management require an integrated approach to anticipating, understanding and addressing unique client circumstances.  Our team of experts partners with every client to personalize solutions that lead to exceptional outcomes.  Our success is determined by the success of our clients.

This position will operate in a hybrid work environment, 3 days per week in the office (Philadelphia, PA).OVERVIEW:

The Relationship Manager, Wealth Advisory position is responsible for managing current and new client relationships through overall excellence in client experience, integrated goals-based wealth management and advice, and effective trust administration. This position may work with other officers on large, complex family relationships and also support specialized fiduciary, compliance and illiquid asset functions for the business unit. RESPONSIBILITIES:

Relationship Management. 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.

Fiduciary Services. 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.

Wealth Advice. By drawing on personal skills and experiences, Glenmede resources and outside advisers, 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, including summary of client wealth objectives, relationship summaries, wealth plans, and trust synopses.

Discuss and deliver ideas and recommendations, explaining to clients the benefits and limitations of various strategies.

Account Administration. Provide daily administration of trust and investment accounts in consultation with Fiduciary Counsel, Tax, Portfolio Management, beneficiaries, outside trustees, attorneys, and CPAs. Prepare annual trust reviews and prepare and maintain Client Wealth Objectives.

Team Development. Collaborate with professionals from across the firm to enhance best-practices.…