Relationship Manager, Wealth Advisory

Overview This position will operate in a hybrid work environment, 3 days per week in the office (Princeton, NJ). The Relationship Manager, Wealth Advisory position is responsible for managing current and new client relationships through overall excellence in client experience, integrated goals‑based wealth management and advice, and effective trust administration. The role may work with other officers on large, complex family relationships and also support specialized fiduciary, compliance and illiquid asset functions for the business unit.

Responsibilities Relationship Management. 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. Fiduciary Services.

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, and provide guidance and issue resolution for complex client relationships. Wealth Advice. 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, including summaries of client wealth objectives, relationship summaries, wealth plans, and trust synopses. Discuss and deliver ideas and recommendations, explaining to clients the benefits and limitations of various strategies. Account Administration.

Provide daily administration of trust and investment accounts in consultation with Fiduciary Counsel, Tax, Portfolio Management, beneficiaries, outside trustees, attorneys, and CPAs. Prepare annual trust reviews and maintain Client Wealth Objectives. Business Development and Growth.

Participate in new business development and presentations for prospective clients. Develop referrals; expand existing relationships; cultivate new business from clients, intermediaries, and your personal network consistent with annual business plans. Firm Building.

Contribute to the functioning of the Wealth Advisory practice within your office/team and across the firm, including in the areas of fiduciary oversight, compliance, and best practice management. Participate in firm‑wide committees and initiatives. Perform other duties as required by the position.

Required Qualifications 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. Preferred Qualifications 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 such as Salesforce, Global Plus, eMoney. 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 Salary Range $138,000–$180,000. Actual compensation packages are based on several factors unique to each candidate, including but not limited to job‑related knowledge and skills, experience, education/training, business needs, market demands, and geographical location.

Base salary is only part of the total compensation package. Equal Opportunity Statement Glenmede is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to any legally protected characteristics. To learn more about Glenmede’s policy on equal employment opportunity, please visit https://www.glenmede.com/equal-opportunity-employer/. #J-18808-Ljbffr