Relationship Manager, Endowment

4 weeks ago


Philadelphia, Pennsylvania, United States Glenmede Full time
Empowering Financial Futures

Glenmede, a trusted partner for private wealth, endowment & foundation, and investment management clients, seeks a seasoned Relationship Manager, Endowment to join our team.

This role will operate in a hybrid work environment, 3 days per week in the office (Philadelphia, PA).

Key Responsibilities:
  • Manage endowment and foundation client relationships, meeting with CFOs, Investment Committees, Trustees, and other parties to discuss investment positioning, performance, and economic conditions.
  • Present via in-person, hybrid, and virtual meetings, maintaining an institutional mindset and communicating effectively with both highly sophisticated investment professionals and less investment-oriented individuals.
  • Attend client functions as needed to strengthen relationships and coordinate with associates, advisory, and administrative teams to administer accounts, schedule meetings, and provide high-quality client service.
  • Work with operations, performance measurement, and administration teams to meet client reporting needs and determine investment objectives, customizing Investment Policy Statements (IPS) and spending policies.
  • Implement and monitor client asset allocation and manager selection, providing tailored education on equity, fixed income, hedge fund, private equity, real asset, sustainable & impact, program-related, and other investments.
  • Actively participate in E&F investment committee and OCIO portfolio working group meetings, interacting with research teams on a regular basis.
  • Prepare and attend customized finals presentations, articulating Glenmede's E&F investment approach, and partner with the business development team on the entirety of the sales process.
  • Contribute to thought leadership, including whitepapers, webinars, and E&F / Glenmede events, and mentor support staff and colleagues as needed.
Requirements:
  • Bachelor's Degree required.
  • Seven years of experience in Finance or Investments.
  • Proven ability to interface with clients, deliver institutional-level service, and investment knowledge at client/prospect meetings.
  • Flexibility to travel nationwide and willingness to bring new ideas to the team, intellectual curiosity, and an interest in meaningfully contributing to group discussions.
  • Strong knowledge and interest in the Capital Markets and ability to understand and discuss Investment Strategy.
Preferred Qualifications:
  • CFA charterholder or other investment designation preferred.
  • Experience presenting to endowment and foundation clients, and OCIO consultants, preferred.
About Glenmede:

Glenmede is an Equal Opportunity Employer and Prohibits Discrimination and Harassment of Any Kind.

We are not seeking agency assistance with this role. No agencies, third parties, or phone calls, please. Glenmede is not accepting unsolicited resumes from search firms.


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