National Accounts Officer, GIM

Empowering Financial Futures.

For more than 65 years, Glenmede’s independent ownership, innovation and unwavering commitment to our clients have made us a trusted partner for private wealth, endowment & foundation, and investment management clients.

Our people are invaluable. Through a team-oriented environment, your knowledge, expertise and varied backgrounds contribute to thoughtful innovation. Our culture fosters opportunities for continuous career growth and development in all areas of the organization. Working at Glenmede, you will experience the infrastructure and resources of a large firm combined with the client and employee focus of an independently owned boutique.

Glenmede Investment Management: Exceeding client expectations through our consistent approach to active management, unparalleled access to our team of experts and excellent service.

Our professionals are dedicated to outperforming our clients’ expectations. Going above and beyond is our imperative. We work to keep clients a step ahead in today’s markets by consistently using our insights, rigor and discipline to develop differentiated strategies — even if it means taking a new path when others are headed in a different direction.

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

OVERVIEW:

The primary function of the GIM National Accounts Officer is responsible for managing primary and secondary national accounts relationships and helping build strategy for execution, as part of the Glenmede Investment Management Distribution team. Responsible for relationship management with Broker Dealers, TAMPS and investment platforms, including manager research and business development. Leverage Partner Firm Data and incorporate into maximizing opportunities national account relationships.

RESPONSBILITIES:

Relationship Management. Managing relationships with National Accounts including the investment research, distribution and business management contacts in both proactive and liaison capacities. Maintain responsibility for all conference planning activities and attends conferences on behalf of Glenmede. Communicate complex topics and decipher analytical concepts across, equity, fixed and alternative asset classes. Responsible for independently establishing their own activity, reporting and pipeline management. Establish a delicate balance of new business acquisition, client / revenue retention and deepen relationships with existing clients.

Networking and Relationship Building. Collaborate with the broader distribution team on industry trends, share relevant information and create best opportunity for success. Function as an extension of investment teams as the first point of contact. Coordinate with key industry organizations and conferences to create increased visibility for GIM and our thought leadership in the respective territory. Provide input to our internal partners on marketing, branding, messaging. etc.

Firm Building. Remain intellectually inquisitive to additional knowledge in all areas (capital markets, products, competitors, etc) that can be used for personal growth and to share across the sales team. Active engagement in department-specific and firm-wide initiatives in order to expand capabilities, create solutions to unmet business needs, improve client experience, or develop more efficient processes. Ability and willingness to contribute to the advancement of team, office and business capabilities. Other duties as required by the position.

REQUIRED QUALIFICATIONS:

• Bachelor’s degree required, preferably in business, finance, economics or other related discipline.
• 7 years experience in investment management distribution and National Accounts Management required.
• SIE exam, Series 7 / 63 required, CFA preferred or willing to obtain.

PREFERRED QUALIFICATIONS:

• Ability to be a self-starter with solid organizational skills and process.
• Strong business development and sales planning skills with the ability to manage complex relationships.
• Proven decision-making and analytical skills.
• Strong relationship management skills.
• Ability to use customer relationship management systems.
• Excellent presentation and communication skills.
• Willingness to travel as needed.

Headquartered in Philadelphia, PA, Glenmede has 9 office locations in the US. For further information, please visit http://www.glenmede.com.

Our Benefits Overview:

• 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!

Glenmede is an Equal Opportunity Employer and Prohibits Discrimination and Harassment of Any Kind: Glenmede is committed to the principle of equal employment opportunity for all employees and applicants and to providing employees with a work environment free of discrimination, retaliation, and harassment. All employment decisions, including hiring decisions, at Glenmede are based on business needs, job requirements and individual qualifications in full compliance with all local, state and federal laws prohibiting discrimination on the basis of any status protected by the laws or regulations in the locations where we operate. Glenmede will not tolerate discrimination or harassment based on any of these characteristics. https://www.glenmede.com/equal-opportunity-employer/

** 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. All resumes submitted by search firms to any employee at Glenmede via-email, the Internet, or directly without a valid written search agreement will be deemed the sole property of Glenmede, and no fee will be paid in the event the candidate is hired by Glenmede.

#LI-Hybrid