Relationship Manager, Wealth Advisory
Florham Park, NJ, 07932All locationsFlorham Park, NJ, 07932New York, NY, 10022 Hybrid
$125,000–$275,000 a yearJobFig found this opening at its original source and checks that it remains available.
About the role
This position will operate in a hybrid work environment, 3 days per week in the office (New York, NY or Florham Park, NJ) . The Relationship Manager, Wealth Advisory position is responsible for managing current and new client relationships through overall excellence in client experience, integrated goals-based wealth management and advice, and effective trust administration. This position may work with other officers on large, complex family relationships and also support specialized fiduciary, compliance and illiquid asset functions for the business unit. Competitive health and welfare benefits, including company HSA contributions Numerous voluntary benefit choices available
What you'll bring
- Bachelor’s degree required.
- 7+ years of experience in financial services
- Advanced degree such as MBA or JD preferred.
- Professional designations such as CPA, CTFA or CFP are a plus.
- Solid knowledge of trust management, financial planning, philanthropic planning, and fiduciary law, with a preference for depth in one of those areas.
- Ability to communicate effectively with clients, colleagues, and external advisors.
- Detail-oriented, particularly with financial calculations and administrative requirements.
- Headquartered in Philadelphia, PA, Glenmede has 9 office locations in the US.
- For further information, please visit http://www.glenmede.com.
- Command of Microsoft Office and ability to adapt to investment and wealth management-oriented IT applications (e.g. Salesforce, Global Plus, eMoney).
- preferably in a fiduciary environment or in a wealth management, law or accounting firm.