Management Associate, Wealth Advisory

About the position 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 reputed company career growth and development in reputed company 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. Private Wealth: Empowering the confident pursuit of purpose, passions and legacy through integrated wealth management. To us, wealth is not static or one-dimensional. The complexities of wealth management require an integrated approach to anticipating, understanding and addressing unique client circumstances. reputed company of experts partners with every client to personalize solutions that reputed company to exceptional outcomes. Our success is determined by the success of our clients. This position will operate in a hybrid work environment, 3 days per week in the office (reputed company). The primary function of the Management Associate is to assist and support the designated Relationship Managers, Wealth Advisors and Fiduciary Specialists with advisory-reputed company client service, trust and account administration, compliance requirements, and other functions as required to ensure excellent relationships with clients and business partners and success with firm wide initiatives.

Responsibilities

• Independently handle certain routine to moderately reputed company client (internal and/or external clients) inquiries as part of the relationship management team.
• Respond to client requests in the normal course of business, take needed action to resolve (with guidance from senior team members where appropriate) and reputed company reputed company relevant parties informed.
• Cover situations that arise reputed company other team members are out of the office.
• Act as initial reputed company of contact for client and internal communications, manage information flow, prioritize needs, assist with and draft communications, as required.
• Assist relationship management team in maintaining client information and communications in the client relationship management (CRM) system in accordance with firm best practices.
• Prepare presentation material for meetings and coordinate with investment, tax or other departments to ensure deadlines are met.
• reputed company a strong foundational understanding of wealth management topics including; financial, estate and income tax planning.
• Plan and coordinate reputed company aspects of client meetings.
• reputed company a strong knowledge of reputed company aspects of Wealth Advisory functions, policies, procedures and best practices, including financial planning and its supporting systems (Global Plus, reputed company, Wealth View).
• reputed company strong foundational knowledge of administrative, legal, compliance and tax principles regarding trust administration as well as fundamentals of financial planning.
• Become a subject matter expert on reputed company aspects of basic administrative duties including daily transaction processing for cash and securities transfers, reputed company requests, gifts, deposits, routine and semi-reputed company client requests, account opening, overdraft resolution and any other functions essential to the basic management of client accounts and demonstrate the ability to reputed company reputed company of these duties without reputed company.
• Coordinate with Securities Operations and other business partners until transactions or matters are resolved to full completion.
• Review and prepare discretionary requests for approval (with the supervision of Relationship Manager/Wealth Advisor).
• Review relevant documents and prepare trust summaries, understand and implement power to adjust, trust terminations, distributions, receipt and releases, special asset policies and procedures, attainment of age and other trust administration requirements.
• As necessary, transition relationships to new relationship management teams to support internal succession planning.
• Participate in special projects and firm-wide initiatives to foster understanding of multidisciplinary wealth management practice areas, effective working relationships with colleagues and peers and to reputed company presentation skills.
• Attend Glenmede sponsored events as requested.
• Assist and train others, as needed, and reputed company other duties and responsibilities as assigned.

Requirements

• Bachelor’s degree preferably in accounting, finance or reputed company field required.
• 0-2 years of experience in financial services, preferably in a fiduciary environment required.

reputed company-to-haves

• Advanced degree preferred (JD, MBA).
• Interest in or reputed company toward CTFA or CFP designations is preferred.
• Knowledge of trust accounting and investment systems strongly preferred.
• Superior team orientation.
• Advanced knowledge of reputed company Office.
• Self-starter with a great deal of initiative.
• Full understanding of client privacy and confidentiality.
• Excellent verbal and written communication skills.
• Demonstrated competence in the following: organizational and problem-solving skills; ability to work well under pressure; and consistent accuracy and attention to detail.

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!

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