Strategy Manager

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.

This position will operate in a hybrid work environment, 3 days per week in the office (Philadelphia, PA) and support Glenmede’s Chief Operating Officer and Chief Executive Officer.

OVERVIEW:

The primary function of the Strategy Manager is to oversee and coordinate key initiatives to expand Glenmede’s inorganic growth opportunities. This position is expected to last for 18-24 months, depending on activity.

RESPONSIBILITIES:

• Lead market and competitive research projects to further shape the organization’s approach to inorganic growth.
• Conduct comprehensive financial analysis and valuation modeling to support opportunity decision-making and prepare indications-of-interest as necessary.
• Perform market research to identify potential acquisition partners.
• Coordinate a networking/outreach plan to speak with investment bankers, banking partners, and leadership at organizations that could be viable partners.
• Manage a due diligence process to organize initiatives to assess acquisition opportunities.
• Manage the pitchbook for relevant content and rework based on audience.
• Facilitate discussions with leadership and the Board of Directors around inorganic growth strategies and related business initiatives.
• Ability to travel as necessary (10-20%).

REQUIRED QUALIFICATIONS:

• Bachelor’s degree required, MBA preferred.
• Minimum of five to seven years of experience in financial services with a focus on wealth and investment management.
• Excellent financial modeling and valuation skills.
• Strong analytical, quantitative, and problem-solving skills.
• Advanced proficiency with Microsoft Office Suite.

PREFERRED QUALIFICATIONS:

• Understanding of M&A processes including deal sourcing/structuring, due diligence, and execution.
• Highly organized and detail-oriented, with ability to organize others team members’ schedules and priorities/tasks.
• Consistently meet deadlines, with ability to multi-task.
• Strong interpersonal, verbal and written communication skills, with the ability to effectively communicate at all levels within the organization and externally.
• Excellent problem-solving skills including the ability to balance multiple projects at one time and properly prioritize workload.
• Ability to work both independently and within the team, while collaborating with professionals across the organization as needed.
• Full understanding of privacy and confidentiality.

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.

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