GIM, National Accounts Officer

Glenmede Investment Management (GIM) is the investment management division of The Glenmede Trust Company, N.A., an independently owned wealth and investment management firm with approximately $50 billion in assets under management. As a boutique manager, GIM offers actively managed equity, fixed income, and alternative investment strategies to institutional investors, financial intermediaries, and their clients. GIM strategies are built on a long-standing foundation of fundamental and quantitative research, options-based approaches, and thematic investing across market capitalizations and are available in a variety of investment vehicles, including separately managed accounts (SMAs), model delivery, mutual funds, and ETFs.

This position will operate in a hybrid work environment, 3 days per week in the office (Philadelphia, PA).

OVERVIEW:

The National Accounts Officer, as a member of the Glenmede Investment Management (GIM) Distribution Team, manages primary and secondary national accounts relationships to support and execute the firm’s distribution strategy. This role is responsible for relationship management with Broker Dealers, TAMPs, and investment platforms, including coverage of manager research, business management, and distribution, and leveraging partner firm data to maximize opportunities within national account relationships.

RESPONSIBILITIES:

Relationship Management

• Manage relationships with National Accounts including the investment research, distribution and business management contacts in both proactive and liaison capacities.
• Prioritize broadening product placements on platforms/managing the platform approval and onboarding process, including newly launched ETF’s
• Manage and negotiate fees/pricing arrangements/selling agreements for all platform relationships and coordinate internal process with relevant groups (e.g. legal, client service) in onboarding process.
• Collaborate closely with client service on due diligence processes and ongoing manager reviews.
• Maintain responsibility for conference planning activities and attend conferences on behalf of Glenmede.
• Balance new business acquisition, client and revenue retention, and deepen relationships with existing clients.

Networking and Relationship Building

• Collaborating with existing sales/broader distribution team to drive sales and keep team updated on industry trends and strategy, updates to TAMPs, B/Ds, and other platform partners, including manager research, to create the optimal opportunity for success.
• Coordinate with key industry organizations and conferences to create increased visibility for GIM and firm’s thought leadership.
• Provide input to internal partners on marketing, branding, and messaging.

Firm Building

• Additional duties may be assigned as required by the position.

REQUIRED QUALIFICATIONS:

• Bachelor’s degree, preferably in business, finance, economics or other related discipline.
• 7+ years' experience in investment management distribution and National Accounts Management.
• SIE exam, Series 7 / 66 required, or willingness to obtain.

PREFERRED QUALIFICATIONS:

• Ability to be a self-starter with excellent organizational skills and processes.
• Strong business development and sales planning skills with the ability to manage complex relationships.
• Strong relationship management skills with ability to foster relationships both externally and internally
• Proven decision-making and analytical skills; including ability to communicate complex topics and concepts across equity, fixed and alternative asset classes.
• Proven experience working with CRM tools
• Excellent presentation and communication skills.
• Experience representing ETF’s
• Willingness to travel as needed.
• CFA preferred, or working toward obtaining.

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 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.