GIM, National Accounts Officer

Glenmede Trust Co•Philadelphia, PA

3d•Hybrid

About The Position

The National Accounts Officer is a member of Glenmede Investment Management’s Distribution Team and manages primary and secondary national accounts relationships in support of the firm’s distribution strategy. The role manages relationships with broker-dealers, TAMPs, and investment platforms, covering manager research, business management, and distribution, and uses partner-firm data to identify opportunities within national account relationships. The position is based in a hybrid work environment, with three days per week in the Philadelphia, Pennsylvania office. It includes responsibility for platform product placements and onboarding, negotiating platform fees and selling agreements, coordinating due diligence and manager reviews, and supporting business development, client and revenue retention, and relationship growth. The officer also works with internal and external partners to support sales, industry visibility, marketing, branding, and messaging.

Requirements

Bachelor’s degree, preferably in business, finance, economics, or a related discipline.
At least 7 years of experience in investment management distribution and National Accounts Management.
SIE exam and Series 7 and Series 66 required, or willingness to obtain them.

Nice To Haves

Self-starter with excellent organizational skills and processes.
Strong business development and sales planning skills, including the ability to manage complex relationships.
Strong relationship management skills and ability to build relationships internally and externally.
Proven decision-making and analytical skills, including ability to communicate complex topics and concepts across equity, fixed income, and alternative asset classes.
Proven experience working with CRM tools.
Excellent presentation and communication skills.
Experience representing ETFs.
Willingness to travel as needed.
CFA preferred, or working toward obtaining it.

Responsibilities

Manage national account relationships with investment research, distribution, and business management contacts, in both proactive and liaison capacities.
Broaden product placements on platforms and manage platform approval and onboarding, including for newly launched ETFs.
Manage and negotiate fees, pricing arrangements, and selling agreements for platform relationships; coordinate onboarding processes with relevant internal groups, such as legal and client service.
Collaborate with client service on due diligence processes and ongoing manager reviews.
Plan conferences and attend them on behalf of Glenmede.
Balance new business acquisition with client and revenue retention, and deepen relationships with existing clients.
Work with the sales and broader distribution teams to drive sales and share industry trends and updates about TAMPs, broker-dealers, platform partners, and manager research.
Coordinate with industry organizations and conferences to increase visibility for GIM and the firm’s thought leadership.
Provide input to internal partners on marketing, branding, and messaging.
Perform additional duties as required by the position.