About this role
Role Overview
- As a Regional Director, you will be responsible for managing the Private Wealth business and client experience and advancing the New York City-based regional office's growth strategy.
- Overseeing the delivery of fully integrated Goals-Based Wealth Management to clients who have $5 million to $150+ million of investable assets.
- Directly managing a select number of client relationships, and actively representing Glenmede in the industry and community at large.
- Cultivating and growing client relationships through an integrated team of Wealth Advisors, Portfolio Managers, and Administrators.
Requirements
- Bachelor’s degree.
- 5+ years of experience managing and leading a high-performing team of wealth management professionals.
- 10+ years of experience managing high net worth client relationships in wealth management, fiduciary or family office environment.
Benefits
- 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!