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.
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. Our team of experts partners with every client to personalize solutions that lead 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 (New York, NY). This can vary and will be based on business and department needs.
OVERVIEW:
As a Regional Director, you will be responsible for managing the Private Wealth business and client experience and advancing the New York City-based regional office's growth strategy. Key elements of these responsibilities include senior leadership of the regional Private Wealth team and market; overseeing the delivery of fully integrated Goals-Based Wealth Management to clients who have $5 million to $150+ million of investable assets; enhancing service areas to ensure sustainable, competitive positioning; directly managing a select number of client relationships, and actively representing Glenmede in the industry and community at large.
RESPONSIBILITIES:
The Regional Director leads an integrated team of Wealth Advisors, Portfolio Managers, and Administrators and has the overall responsibility to cultivate and grow client relationships through the team within the market. This role will also be responsible for executing against strategic business plans to meet client needs and achieve strategic and financial goals. Oversight and management of the New York City office team and ensuring the delivery of a seamless client experience through coaching the team to adopt Glenmede best practices.
Ensure client facing advisors are utilizing Glenmede’s broad range of resources, including Goals-Based Wealth Management, tax and estate planning, trust and estate management and administration and portfolio management. Manages the performance of the team through regular, timely feedback as well as the formal performance review process to ensure delivery of exceptional client experience and to foster engagement, motivation and development within the team.
Firm Building:
Serve as a member of the Private Wealth Leadership team, the Private Wealth Operating Committee, and other key committees and initiatives to advance the overall business and practice areas. Be a strong partner with Marketing, Sales, Technology and Operations, Middle Office, and other business areas to ensure quality practices and process management. As a senior leader in Private Wealth, advance relationship management, service strategy, and resource development by contributing to and leveraging best practices; engaging specialist professionals to enhance the client experience and related services continually, and cultivating and collaborating with other industry practitioners. Perform other duties as required by the position.
Lead Business Management, Development and Growth:
Effectively lead and coach the New York City-based Private Wealth group, a team of high performing professionals, to achieve annual and long-term business goals and individual career satisfaction at Glenmede. Lead the team in providing fully integrated Goals-Based Wealth Management advice and services, client development, and community engagement in a manner consistent with Glenmede’s values, strategy, and business practices. Lead the team in developing referrals and cultivating new business opportunities from your collective personal network, the existing client base, and intermediaries and influencers. Serve as a visible member of the community and provide advocacy and support for business development and client appreciation events.
Relationship Management:
Manage key client relationships by drawing upon your skills and those of your colleagues and outside advisors to deliver a personalized Goals-Based Wealth Management experience. Provide advice and solutions that integrate investment management disciplines; estate, financial, and tax planning services; trust and estate management and administration; and legacy, educational and philanthropic services. Develop excellent relationships with all GTC colleagues and client advisors.
REQUIRED QUALIFICATIONS:
- Bachelor’s degree.
- 5+ years of experience managing and leading a high-performing team of wealth management professionals.
- 10+ years of experience managing high net worth client relationships in wealth management, fiduciary or family office environment.
PREFERRED QUALIFICATIONS:
- Advanced degree or professional certifications (CFA, CPA, CTFA, or CFP).
- Solid knowledge of investment management, trust management, financial planning, fiduciary law, and related federal and state regulations, with a preference for depth in one of those areas.
- Sound knowledge of legacy, philanthropic, educational, and related areas.
- Excellent business acumen with family CEO-level presence
- Highly developed communication skills, both oral and written, for effective technical and interpersonal interaction with clients, intermediaries, and colleagues (excellent partnership skills).
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!Salary Range: $220,000 - $375,000Actual 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.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/. ** 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-DNI
