Hybrid Private Wealth Portfolio Relationship Manager

Glenmede Trust Company; Philadelphia (Philadelphia County); Hybrid; USD 120,000 - 180,000; Full time

Benefits offered by this job

Health and welfare benefits (incl. HSA

Voluntary benefit options

Commuter benefits

Generous paid time off

Job summary

Glenmede Trust Company, headquartered in Philadelphia, seeks a Relationship Management Officer, Portfolio Management to provide integrated investment management for designated private client relationships. You will collaborate with wealth advisory and planning colleagues to align investment strategies with client objectives and firm best thinking.

The role requires knowledge of financial planning, fiduciary/trust administration, and the ability to communicate actionable solutions to clients and

Qualifications

• 4–6 years of experience in a financial services organization primarily performing portfolio management duties.
• Demonstrated ability to articulate views and navigate conversations around financial markets and portfolio management.
• Knowledge of private equity, hedge funds and other specialized investment strategies.

Responsibilities

• Independently develop, implement, and actively manage investment plans aligned with client objectives and the firm’s best thinking.
• Interact with clients to discuss portfolio management and investment strategy in line with the firm’s view.
• Collaborate with client service teams to deliver comprehensive wealth management solutions.

Skills

Portfolio management

Relationship management

Client service

CRM systems

Education

MBA

CFA/ CFP

Tools

CRM systems

Job description

Glenmede Trust Company, headquartered in Philadelphia, seeks a Relationship Management Officer, Portfolio Management to provide integrated investment management for designated private client relationships. You will collaborate with wealth advisory and planning colleagues to align investment strategies with client objectives and firm best thinking.

The role requires knowledge of financial planning, fiduciary/trust administration, and the ability to communicate actionable solutions to clients and