Relationship Manager, Endowment & Foundation Investments Blog Post

Allocator Jobs; Philadelphia (Philadelphia County); On-site; USD 60,000 - 80,000; Full time

Job summary

An established industry player in investment and wealth management is seeking a Relationship Manager for Endowment & Foundation Investments. This pivotal role involves overseeing significant assets, including managing over $10 billion for various clients. The firm, founded by the Pew family, prides itself on its expertise across diverse asset classes and a commitment to high-net-worth individuals and institutional clients. As part of a dedicated team, you will have the opportunity to influence investment strategies and contribute to managing substantial charitable assets. If you are passionate about finance and dedicated to excellence, this role offers a unique opportunity to make a meaningful impact.

Job description

Relationship Manager, Endowment & Foundation Investments

January 18, 2025

Type of Role: Operations

Experience Level: VP/Principal/Director

Location: Philadelphia, Pennsylvania

Founded in 1956 by the Pew family to manage their charitable assets, Glenmede is among the nation’s leading investment and wealth management firms. The company oversees $41.6 billion of assets under management (as of 9/30/2023), for high-net-worth individuals, families, family offices, endowment, foundation and institutional clients. Headquartered in Philadelphia, the firm has offices in Delaware, Florida, New Jersey, New York, Ohio, Pittsburgh and Washington, DC. The Endowment and Foundation (E&F) investment team is responsible for over $10 billion in assets: approximately $6 billion for the Pew Charitable Trusts and $4 billion in E&F OCIO portfolios. Private Investments, an integral team within E&F investments, manages approximately $2.5 billion in assets across our E&F and Private Wealth clients. The investment team has decades of experience investing with fund managers across all asset classes, including public equities, fixed income, hedge funds, buyouts, and venture capital. In addition to fund investing, the team also co-invests directly in companies and purchases assets in the secondary market.