Top 64 Wealth advisory manager Jobs in Arlington Va

Relationship Manager, Portfolio Management
Glenmede Trust Co —Washington, DC
- $130,000 - $200,000 a year
- Full-time
- Mid-level
- Office
- Business development
- Commuter assistance
- Health savings account
Operations Manager
Jambalaya Group Recruiting —Washington, DC
- $90,000 - $110,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Paid holidays
- Health insurance
Quick Apply
Wealth Management Client Relationship Manager
TIAA —Fairfax, VA
- $71,300 - $80,500 a year
- Online Application
- Mid-level
- Office
- Business development
Senior Associate, Government Contractor Advisory
BDO —McLean, VA
- $95,000 - $125,000 a year
- Full-time
- Microsoft Excel
- CPA
- Writing skills
- Employee stock ownership plan
- Opportunities for advancement
Project Accounting & Operations Manager, Government Services
BDO —McLean, VA
- $125,000 - $145,000 a year
- Full-time
- Microsoft Excel
- Oracle
- Microsoft Outlook
- Employee stock ownership plan
- Opportunities for advancement
Senior Manager – Science & Technology (S&T) Programs
Lockheed Martin Corporation —Arlington, VA
- Full-time
- 8 years
- Business development
- Analysis skills
- Paid jury duty
- Paid holidays
Private Client Advisor
Henley & Partners - The Firm of Global Citizens® —Washington, DC
- $80,000 - $100,000 a year
- Full-time
- Marketing
- Data analysis skills
- Research
- Dental insurance
- Paid time off
Senior Client Service Manager
Merit Financial Advisors —Rockville, MD
- Full-time
- Microsoft Outlook
- Word processing
- Research
- Health savings account
- Paid holidays
Quick Apply
Project Lead - Sage Intacct (Consulting Manager)
CliftonLarsonAllen —Arlington, VA
- Full-time
- Computer Science
- 3 years
- Bachelor's degree
- Health insurance
- Dental insurance
Principal/MD, Value Creation – Technology, Global Portfolio Solutions
The Carlyle Group —Washington, DC
- $300,000 - $400,000 a year
- Remote
- Analysis skills
- Machine learning
- Continuous improvement
- Paid holidays
- Health insurance
Merrill Market Supervision Manager
Bank of America —Washington, DC
- $112,200 - $160,000 a year
- Full-time
- 5 years
- Writing skills
- Office
Client Relationship Manager (Wealth Management) NO RECRUITERS
Momentum Capitol Wealth Advisors —Reston, VA
- $70,000 - $95,000 a year
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Paid training
- Health insurance
Quick Apply
12d
Audit Manager/Director - State and Local Government
CliftonLarsonAllen —Arlington, VA
- $108,500 - $190,000 a year
- Full-time
- 6 years
- Management
- CPA
- Health insurance
- Dental insurance
Business Banking Senior Relationship Manager-McLean, VA
Bank of America —McLean, VA
- $140,000 - $185,000 a year
- Full-time
- 5 years
- Office
- Finance
Market Supervision Manager - Vienna, VA
TD Bank —Vienna, VA
- $91,000 - $145,600 a year
- Full-time
- Management
- Up to 50% travel
- Basic math
- Health insurance
- Paid time off
Acumatica Consulting Director
CliftonLarsonAllen —Arlington, VA
- Full-time
- Computer science
- Computer Science
- 3 years
- Health insurance
- Dental insurance
Client Relationship Leader
CliftonLarsonAllen —Arlington, VA
- Full-time
- Hybrid work
- CPA
- Finance
- Bachelor's degree
- Paid parental leave
- Health insurance
Wealth Manager
YTS Wealth Management, LLC —Tysons, VA
- $90,000 - $150,000 a year
- Weekends as needed
- Background check
- 5 years
- Pass drug screening
- Travel reimbursement
- Paid holidays
Quick Apply
14d
Director, Financial Planning
Edelman Financial Engines, LLC —Fairfax, VA
- $125,000 - $350,000 a year
- Senior level
- Health insurance
- Dental insurance
Quick Apply
10d
Technical Project Manager - Sage Intacct
CliftonLarsonAllen —Arlington, VA
- Full-time
- Computer science
- Computer Science
- 3 years
- Health insurance
- Dental insurance

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wealth advisory manager jobs near arlington va

Relationship Manager, Portfolio Management

Glenmede Trust Co -
Washington, DC

Apply Now

Job Details

Full-time
$130,000 - $200,000 a year

Benefits

Commuter assistance
Health savings account
Health insurance
Tuition reimbursement
Paid time off
Parental leave
401(k) matching

Qualifications

Bachelor's degree

Full Job Description

Empowering Financial Futures.

For more than 65 years, Glenmede’s independent ownership, innovation and unwavering commitment to our clients have made us a trusted partner for private wealth, endowment & foundation, and investment management clients.

Our people are invaluable. Through a team-oriented environment, your knowledge, expertise and varied backgrounds contribute to thoughtful innovation. Our culture fosters opportunities for continuous career growth and development in all areas of the organization. Working at Glenmede, you will experience the infrastructure and resources of a large firm combined with the client and employee focus of an independently owned boutique.

Private Wealth: Empowering the confident pursuit of purpose, passions and legacy through integrated wealth management.

To us, wealth is not static or one-dimensional. The complexities of wealth management require an integrated approach to anticipating, understanding and addressing unique client circumstances. Our team of experts partners with every client to personalize solutions that lead to exceptional outcomes. Our success is determined by the success of our clients.

This position will be fully in-person, 5 days per week in the office (Washington DC).

OVERVIEW:

The Relationship Manager role in Portfolio Management provides comprehensive investment advice and management for Glenmede’s private clients and serves as Relationship Manager on designated relationships. This position works closely with an experienced team of wealth advisory and planning colleagues to provide integrated wealth management solutions that meet varied, complex private client needs. This position requires working knowledge of additional practice areas such as financial and estate planning, fiduciary investment and administration, philanthropic advisory, business development and other relevant disciplines.

RESPONSIBILITIES:

Relationship Management and Client Service
- Serve as Relationship Manager on designated client relationships, being accountable for coordinating investments, financial planning, administration and other wealth management advice and solutions.
- Adopt a ‘leader among peers’ management approach in fulfilling Relationship Management responsibilities, and coordinate with external advisors as appropriate.
- Work closely with other professionals on the team to ensure that clients benefit from our best thinking across relevant wealth management practice areas. Identify financial and non-financial considerations to integrate into the overall investment plan.
Portfolio Management and Investments
- Develop, implement and proactively communicate and manage investment plans on behalf of clients, consistent with Glenmede’s best thinking and practices.
- Formulate client investment objectives, create Investment Policy Statements, develop and implement an asset allocation that enables the client to achieve stated objectives, and monitor overall portfolio construction to ensure alignment with client’s wealth objectives.
- Prepare and maintain client information in accordance with documentation retention practices and procedures utilizing the client relationship management (CRM) system and all other required technology platforms.
- Become proficient with Glenmede’s investment solutions, including Separately Managed Accounts, Private Equity, hedge funds and other specialized strategies.
- Participate in Investment Policy Committee meetings, Manager Research meetings, and other venues to maintain investment knowledge and contribute to firm thinking.
Business Development
- Participate in new business development process, attend Glenmede-sponsored events, cultivate COI’s, and partner with Business Development Officers to create, present and execute investment proposals tailored to meet client objectives.
Firm Building
- Active engagement in department-specific and firm-wide initiatives in order to expand capabilities, create solutions to unmet business needs, improve client experience, or develop more efficient processes.
- Ability and willingness to contribute to the advancement of team, office and business capabilities.
Perform other duties as required by the position.

REQUIRED QUALIFICATIONS:

Bachelor’s degree required.
A minimum of ten years’ experience in Investment Management with a focus on Portfolio Management and a track record of investment success.

PREFERRED QUALIFICATIONS:

Ability to manage difficult or complex investment portfolios for investment management accounts or fiduciary (irrevocable or revocable trust) accounts.
Proven ability to work with private clients in a collaborative team-based environment.
Strong knowledge of and interest in Capital Markets.
Knowledge, understanding and ability to discuss other wealth management disciplines and how they integrate into a comprehensive plan.
Commitment to the investment and wealth management industry as demonstrated by an advanced degree (MBA) or certification (CFA).

Headquartered in Philadelphia, PA, Glenmede has 9 office locations in the US. For further information, please visit http://www.glenmede.com.

Our Benefits Overview:

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!

Salary Range: $130,000 - $200,000

Actual compensation packages are based on several factors unique to each candidate, including but not limited to job-related knowledge and skills, experience, education/training, business needs, market demands, and geographical location. Base salary is only part of the total compensation package.

Glenmede is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to any legally protected characteristics. To learn more about Glenmede’s policy on equal employment opportunity, please visit https://www.glenmede.com/equal-opportunity-employer/.

** We are not seeking agency assistance with this role. No agencies, third parties, or phone calls, please. Glenmede is not accepting unsolicited resumes from search firms. All resumes submitted by search firms to any employee at Glenmede via-email, the Internet, or directly without a valid written search agreement will be deemed the sole property of Glenmede, and no fee will be paid in the event the candidate is hired by Glenmede.

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Refine Your Search

wealth advisory manager jobs in arlington va

Relationship Manager, Portfolio Management

Operations Manager

Wealth Management Client Relationship Manager

Senior Associate, Government Contractor Advisory

Project Accounting & Operations Manager, Government Services

Senior Manager – Science & Technology (S&T) Programs

Private Client Advisor

Senior Client Service Manager

Project Lead - Sage Intacct (Consulting Manager)

Principal/MD, Value Creation – Technology, Global Portfolio Solutions

Merrill Market Supervision Manager

Client Relationship Manager (Wealth Management) NO RECRUITERS

Audit Manager/Director - State and Local Government

Business Banking Senior Relationship Manager-McLean, VA

Market Supervision Manager - Vienna, VA

Acumatica Consulting Director

Client Relationship Leader

Wealth Manager

Director, Financial Planning

Technical Project Manager - Sage Intacct

I want to receive the latest job alert for wealth advisory manager in arlington va

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