Relationship Management Officer, Wealth Advisory
Glenmede2 days ago
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HybridFull-timeSenior
Summary
Glenmede is seeking a Relationship Management Officer, Wealth Advisory to join their team in Beachwood, OH. The role involves managing client relationships and providing wealth advisory services as part of a private client wealth management team.
About the Role
As a Relationship Management Officer, you will be responsible for day-to-day client management, fiduciary and account administration, and providing wealth advisory services. Your tasks will include managing designated client relationships, addressing client needs, preparing for client meetings, serving as a fiduciary advisor, and collaborating with various teams to enhance client experiences and firm initiatives.
About You
Required:
- Bachelor's degree required.
- 5+ years of experience in financial services, preferably in a fiduciary operating environment or in a wealth management, law or accounting firm.
Preferred:
- Advanced degree/certification preferred (JD, MBA, CTFA, CFP, CPA).
- Knowledge of trust management, financial planning, philanthropic planning and fiduciary law.
- Strong verbal and written communication skills for effective interactions with clients, colleagues and external advisors.
- Detail-oriented, especially with financial calculations and administrative requirements.
- Superior team orientation.
- Command of Microsoft Office and ability to adapt to investment and wealth management-oriented IT applications.
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.
Glenmede
We believe every client is a universe of one. Our commitment to clients is guided by our values and driven by the pursuit of excellence. Privately owned and independent, our innovation and unparalleled commitment to our clients have made us a trusted partner for more than 65 years. To read our social media terms of use, visit: https://bit.ly/3PXx7ok
Beachwood, OH