GIM, Business Development Officer (Intermediary Channel)

Glenmede Trust Co•Philadelphia, PA

20d•Hybrid

About The Position

The Business Development Officer is a member of Glenmede Investment Management’s Distribution Team and is responsible for developing and structuring business primarily across the financial advisor channel. The role generates sales and revenue and manages client relationships within an established geographic territory, serving Registered Investment Advisor (RIA) and Broker Dealer Financial Advisor channels, as well as other opportunistic relationships. The position operates in a hybrid work environment, with three days per week in the Philadelphia, Pennsylvania office. Glenmede Investment Management is the investment management division of The Glenmede Trust Company, N.A. It offers actively managed equity, fixed income, and alternative investment strategies to institutional investors, financial intermediaries, and their clients. Strategies are available through separately managed accounts, model delivery, mutual funds, and ETFs.

Requirements

Bachelor’s degree required, preferably in business, finance, economics, or a related discipline.
At least 7 years of experience in investment management distribution.
SIE exam and Series 7 and 63 licenses required, or willingness to obtain them.
Demonstrated success as a self-starter, including the ability to independently build a territory business plan and generate a pipeline of leads and referral sources.
Proficiency with Salesforce or a comparable CRM platform to manage pipeline, activity tracking, and reporting.

Nice To Haves

Entrepreneurial mindset and a track record of building a book of business from the ground up, ideally in a boutique or lean distribution environment.
Strong business development and sales planning skills, including the ability to manage complex relationships.
Proven decision-making and analytical skills, and the ability to communicate complex topics and interpret concepts across equity, fixed income, and alternative asset classes.
Strong relationship management skills.
Familiarity with digital prospecting tools such as LinkedIn Sales Navigator.
Excellent presentation and communication skills.
Experience representing ETFs.
Willingness to travel within the assigned territory as needed.
CFA designation or progress toward obtaining it.

Responsibilities

Develop a regional business plan to prioritize prospects, drive activity, manage the pipeline, and meet established sales targets.
Independently generate and cultivate new business leads and referral sources in the assigned territory.
Balance new business acquisition with client and revenue retention, and deepen existing client relationships to identify cross-selling opportunities.
Collaborate with internal client service teams on RFPs, due diligence inquiries, client questions, and portfolio attribution and commentary updates.
Work with client service and legal teams to onboard new relationships and make updates to existing relationships as needed.
Cultivate relationships with centers of influence, including industry organizations and conference providers, to build the brand, support prospecting, increase visibility, and advance thought leadership in the market and territory.
Provide input to internal partners on marketing, branding, and messaging.
Build knowledge of capital markets, investment strategies, investment vehicles, ETFs, and competitors for personal development and to share across the sales team.
Perform additional duties as assigned.