Hybrid Senior Relationship & Portfolio Manager

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

Benefits offered by this job

Competitive benefits

Job summary

Glenmede, headquartered in Philadelphia, seeks a Relationship Management Officer, Portfolio Management to provide comprehensive investment advice and ongoing management for designated private client relationships. You will work with wealth advisory and planning colleagues to deliver integrated solutions aligned with client goals.

The role requires knowledge of investment planning, fiduciary/trust administration, and the ability to develop and implement asset allocation, with a client-focused,

Qualifications

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

Responsibilities

• Develop, implement, and actively manage investment plans aligned with client objectives and firm practices.
• Navigate client conversations on portfolio management and investment strategy per firm views.
• Assist clients in identifying and articulating goals and risk tolerance.
• Prepare and maintain client information in CRM and ensure documentation retention practices.
• Support client onboarding and coordinate communications with clients and team members.
• Collaborate with wealth advisory and planning peers to deliver integrated investment solutions.

Skills

Portfolio management

Relationship management

Client service

Communication

Education

MBA

CFA

CFP

Tools

CRM system

Trading systems

Job description

Glenmede, headquartered in Philadelphia, seeks a Relationship Management Officer, Portfolio Management to provide comprehensive investment advice and ongoing management for designated private client relationships. You will work with wealth advisory and planning colleagues to deliver integrated solutions aligned with client goals.

The role requires knowledge of investment planning, fiduciary/trust administration, and the ability to develop and implement asset allocation, with a client-focused,