GIM, National Accounts Officer

Glenmede Trust Co•Philadelphia, PA

2d•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 to support and execute the firm’s distribution strategy. The role covers Broker Dealers, TAMPs, and investment platforms, including manager research, business management, and distribution, and uses partner-firm data to maximize opportunities within national account relationships. The position operates in a hybrid work environment, with three days per week in the Philadelphia, Pennsylvania office. The role also involves travel as needed.

Requirements

Bachelor’s degree; preferably in business, finance, economics, or another 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, with the ability to manage complex relationships.
Strong relationship management skills and ability to foster relationships both externally and internally.
Proven decision-making and analytical skills, including the 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 relationships with national accounts and their investment research, distribution, and business management contacts, acting proactively and as a liaison.
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 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, client and revenue retention, and deepening relationships with existing clients.
Collaborate with the existing sales and broader distribution team to drive sales and share industry trends, strategy updates, and information about TAMPs, broker-dealers, other 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.