Manage and implement existing national accounts, ensuring targets are met while coordinating team efforts in Oklahoma. Act as the primary contact for client issues and training.
About the role
- Relationship Manager at Glenmede managing client relationships in wealth advisory. Leading fiduciary services and developing comprehensive wealth management solutions for clients.
Responsibilities
- 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
- 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
- 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
- Provide daily administration of trust and investment accounts in consultation with Fiduciary Counsel, Tax, Portfolio Management, beneficiaries, outside trustees, attorneys, and CPAs
- 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.
- Contribute to the functioning of the Wealth Advisory practice within your office/team and across the firm
- Participate in firm-wide committees and initiatives.
Requirements
- Bachelor’s degree required
- 7+ years of experience in financial services, preferably in a fiduciary environment or in a wealth management, law or accounting firm
- 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
- Command of Microsoft Office and ability to adapt to investment and wealth management-oriented IT applications (e.g. Salesforce, Global Plus, eMoney).
Benefits
- Competitive health and welfare benefits, including company HSA contributions
- Numerous voluntary benefit choices available
- Superior 401k match
- Tuition reimbursement
- Company subsidized commuter benefits
- Generous paid time off, including parental leave
- Plus more!
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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