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Glenmede · 3 weeks ago

Relationship Manager, Wealth Advisory

Philadelphia, PA

Full-time

Hybrid

Senior Level

7+ years exp

Glenmede is a trusted partner for private wealth, endowment & foundation, and investment management clients. The Relationship Manager, Wealth Advisory position is responsible for managing client relationships and providing integrated wealth management advice, ensuring exceptional client experiences and effective trust administration.

ConsultingFinancial ServicesInsurance

Growth Opportunities

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. Supervise administrative staff and associates and monitor and review staff performance. Provide career guidance and identify training needs

Business Development and Growth . Participate in new business development and presentations for prospective clients. Develop referrals; expand existing relationships; cultivate new business from clients, intermediaries, and your personal network consistent with annual business plans

Firm Building. Contribute to the functioning of the Wealth Advisory practice within your office/team and across the firm, including in the areas of fiduciary oversight, compliance, and best practice management. Participate in firm-wide committees and initiatives. Perform other duties as required by position

Qualification

Wealth ManagementFiduciary ServicesFinancial PlanningTrust ManagementPhilanthropic PlanningFiduciary LawClient CommunicationMicrosoft OfficeSalesforceGlobal PlusEMoneyTeam DevelopmentBusiness DevelopmentDetail-oriented