Relationship Manager, Endowment & Foundation Advisory

Glenmede Trust Co•Philadelphia, PA

20h•Hybrid

About The Position

Glenmede is seeking a Relationship Manager, Endowment & Foundation Advisory to join their team. This role is responsible for developing and maintaining client relationships within the foundation, endowment, charitable trust, and other nonprofit sectors. The Relationship Manager will serve as the primary point of contact, delivering advice and account administration to client stakeholders, and will collaborate with Portfolio Managers to ensure a seamless Outsourced Chief Investment Officer (OCIO) client experience. The position operates in a hybrid work environment, requiring 3 days per week in the Philadelphia, PA office.

Requirements

Bachelor’s degree required.
Experience working in a regulated investment management environment or nonprofit finance experience.
7-10 years of progressive experience advising nonprofit, foundation, or endowment clients, with a background in accounting, finance, and tax preparation.

Nice To Haves

Professional designation such as CPA or CFP preferred.
Experience and proven success with charitable trust administration, nonprofit clients, donor advised funds, foundations, and endowments strongly preferred.
Strong knowledge of philanthropy and foundation management, with the ability to collaborate effectively in a team-based client service environment.
Demonstrated understanding of exempt organization entity structures, reporting needs, and the operational challenges exempt organizations face.
Effective written and verbal communication skills with clients, co-workers, and professional advisors.
Strong analytical skills and attention to detail, particularly with financial calculations.
Willingness to travel extensively and work outside normal business hours, as needed.
Proficiency in Microsoft Office, including advanced Excel; experience with CRM and portfolio accounting systems.

Responsibilities

Manage designated client relationships and support senior executives in delivering integrated philanthropic advice and solutions to foundation, endowment, charitable trust, and other nonprofit clients, donors, and prospects.
Promote overall client satisfaction through timely service delivery, proactive issue resolution, and regular communication with clients and internal partners.
Prepare customized client meeting materials, including relationship objectives and financial reports; Lead client meetings and complete follow-up activities.
Provide daily administration of investment management accounts for foundations and endowments, coordinating with Endowment & Foundation team members, other Glenmede departments, client staff, board and committee members, attorneys, and accountants.
Facilitate account onboarding, daily transactions, client information maintenance, relationship management system updates, client inquiries, issue analysis and resolution, and account and trust reviews.
Understand and manage transactional and regulatory risk.
Develop junior team members in support of delivering excellent client service.
Provide coaching and training to build technical expertise in the nonprofit sector.
Review staff work product for accuracy and completeness.
Participate in department-specific and firm-wide initiatives that expand capabilities, address unmet business needs, improve the client experience, develop more efficient processes, and advance team, office, and business capabilities.