OCIO Relationship Manager for Foundations & Endowments

Glenmede

Philadelphia (Philadelphia County)

Hybrid

USD 80,000 - 120,000

Full time

14 days+
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Benefits offered by this job

Competitive health benefits
401k match
Tuition reimbursement
Generous paid time off

Job summary

Glenmede, based in Philadelphia, is looking for an OCIO Relationship Manager to oversee nonprofit client relationships and deliver exceptional service. You will collaborate with Portfolio Managers and manage account administration while developing junior team members.

The ideal candidate has 7-10 years of relevant experience and a Bachelor’s degree, with strong analytical and communication skills. This role offers a hybrid work environment and a competitive benefits package.

Qualifications

  • 7-10 years of experience advising nonprofit clients, foundations, or endowments.
  • Experience in a regulated investment management environment or nonprofit finance.
  • Strong background in finance, accounting, or tax preparation.

Responsibilities

  • Manage client relationships and deliver integrated philanthropic solutions.
  • Support private equity and hedge fund administration.
  • Develop junior team members and provide coaching.

Skills

Client relationship management
Philanthropy knowledge
Analytical skills
Effective communication

Education

Bachelor’s degree

Tools

Microsoft Office
CRM systems

Job description

Glenmede, based in Philadelphia, is looking for an OCIO Relationship Manager to oversee nonprofit client relationships and deliver exceptional service. You will collaborate with Portfolio Managers and manage account administration while developing junior team members.

The ideal candidate has 7-10 years of relevant experience and a Bachelor’s degree, with strong analytical and communication skills. This role offers a hybrid work environment and a competitive benefits package.

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