Relationship Manager, Portfolio Management
Beachwood, OH, 44122 Hybrid
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About the role
This position will operate in a hybrid work environment, 3 days per week in the office (Cleveland, OH) . The Relationship Manager role in Portfolio Management provides comprehensive investment advice and management for Glenmede’s private clients and serves as Relationship Manager on designated relationships. This position works closely with an experienced team of wealth advisory and planning colleagues to provide integrated wealth management solutions that meet varied, complex private client needs. This position requires working knowledge of additional practice areas such as financial and estate planning, fiduciary investment and administration, philanthropic advisory, business development and other relevant disciplines. Competitive health and welfare benefits, including company HSA contributions Numerous voluntary benefit choices available
What you'll bring
- Bachelor’s degree required.
- A minimum of ten years&rsquo
- experience in Investment Management with a focus on Portfolio Management and a track record of investment success.
- Ability to manage difficult or complex investment portfolios for investment management accounts or fiduciary (irrevocable or revocable trust) accounts.
- Proven ability to work with private clients in a collaborative team-based environment.
- Strong knowledge of and interest in Capital Markets.
- Knowledge, understanding and ability to discuss other wealth management disciplines and how they integrate into a comprehensive plan.
- Commitment to the investment and wealth management industry as demonstrated by an advanced degree (MBA) or certification (CFA).
- Headquartered in Philadelphia, PA, Glenmede has 9 office locations in the US.
- For further information, please visit http://www.glenmede.com.