Top 107 Wealth advisory manager Jobs in Pennsylvania

Management Associate, Wealth Advisory
Glenmede Trust Co —Philadelphia, PA
- Full-time
- Hybrid work
- Mid-level
- Office
- Finance
- Commuter assistance
- Health savings account
Mason-Chimney Installation
The Chimney Scientist —Norristown, PA
- $80,000 - $95,000 a year
- Full-time
- Background check
- Construction site
- High school diploma or GED
- Paid training
- Health insurance
Quick Apply
Client Administrative Manager
Steward Partners Global Advisory LLC —Conshohocken, PA
- Full-time
- Mid-level
- Office
- Administrative experience
- Health savings account
- Health insurance
Quick Apply
Professional Leaders Seeking a Career Change
NYLIFE Securities / New York Life / Eagle Strategies —Pittsburgh, PA
- $75,000 - $120,000 a year
- Full-time
- Hybrid work
- Sales
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Tax Manager
Everforth —Camp Hill, PA
- $120,000 - $170,000 a year
- Full-time
- CPA
- Research
- Business development
- Health insurance
- Dental insurance
Quick Apply
Relationship Manager, Portfolio Management
Glenmede Trust Co —Pittsburgh, PA
- Full-time
- Hybrid work
- Mid-level
- Office
- Business development
- Commuter assistance
- Health savings account
Relationship Manager, Wealth Advisory
Glenmede Trust Co —Philadelphia, PA
- Full-time
- Hybrid work
- CPA
- Office
- Business development
- Commuter assistance
- Health savings account
OCIO Portfolio Manager
Glenmede Trust Co —Philadelphia, PA
- Full-time
- Hybrid work
- 7 years
- Research
- Office
- Commuter assistance
- Health savings account
Advisory Client Relationship Manager
iPipeline —Wayne, PA
- Full-time
- Hybrid work
- Office
- Continuous improvement
- Mentoring
- Wellness program
- Employee stock purchase plan
Senior Portfolio Manager
RKL Wealth Mgmt LLC —Lancaster, PA
- $140,000 - $160,000 a year
- Weekends as needed
- 7 years
- Microsoft Excel
- Microsoft Outlook
Quick Apply
Key Private Bank Senior Relationship Manager
KeyBank National Association —Pittsburgh, PA
- $116,000 - $216,000 a year
- Full-time
- Hybrid work
- 7 years
- CPA
- Writing skills
Corporate Advisory & Banking Relationship Manager
Brown Brothers Harriman —Philadelphia, PA
- Full-time
- Bachelor of Science
- Office
- Business development
- Health insurance
Director, Financial Planning (Conshohocken, PA)
Edelman Financial Engines, LLC —Conshohocken, PA
- $125,000 - $350,000 a year
- Senior level
- Health insurance
- Dental insurance
Quick Apply
Investment Manager - Product Research Associate III - PNC Wealth Management
PNC Financial Services Group —Pittsburgh, PA
- Full-time
- Writing skills
- Office
- 3 years
- Wellness program
- Health savings account
Portfolio Manager
RKL Wealth Mgmt LLC —Lancaster, PA
- $100,000 - $120,000 a year
- Weekends as needed
- Microsoft Excel
- Microsoft Outlook
- Research
Quick Apply
Management Associate, Portfolio Management
Glenmede Trust Co —Philadelphia, PA
- Full-time
- Hybrid work
- Data analysis skills
- Research
- Mid-level
- Commuter assistance
- Health savings account
Associate General Counsel - Labor and Employment
University of Pennsylvania —Philadelphia, PA
- $152,625 - $250,000 a year
- Full-time
- Background check
- OSHA
- 5 years
- Health insurance
- Dental insurance
40 Act Paralegal
Aberdeen —Philadelphia, PA
- Overtime
- Microsoft Word
- Microsoft Excel
- Office
- Profit sharing
- Wellness program
Global Employer Services-Workforce in Transactions Manager
BDO —Pittsburgh, PA
- $79,800 - $168,000 a year
- Full-time
- Microsoft Excel
- CPA
- 5 years
- Employee stock ownership plan
- Opportunities for advancement
7d
Sales Delivery Specialist - Partner Enablement
Fulton Bank —Lancaster, PA
- $91,000 - $151,600 a year
- Full-time
- Hybrid work
- Microsoft PowerPoint
- Up to 50% travel
- Mid-level
- Wellness program
- Health savings account

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Management Associate, Wealth Advisory

Glenmede Trust Co -
Philadelphia, PA

Apply Now

Job Details

Full-time

Benefits

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

Qualifications

Bachelor's degree
Financial services

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 operate in a hybrid work environment, 3 days per week in the office (Philadelphia, PA).

OVERVIEW:

The primary function of the Management Associate is to assist and support the designated Relationship Managers, Wealth Advisors and Fiduciary Specialists with advisory-related client service, trust and account administration, compliance requirements, and other functions as required to ensure excellent relationships with clients and business partners and success with firm wide initiatives.

RESPONSIBILITIES:

Relationship Management and Client Service

Independently handle certain routine to moderately complex client (internal and/or external clients) inquiries as part of the relationship management team.
Respond to client requests in the normal course of business, take needed action to resolve (with guidance from senior team members where appropriate) and keep all relevant parties informed.
Cover situations that arise when other team members are out of the office.
Act as initial point of contact for client and internal communications, manage information flow, prioritize needs, assist with and draft communications, as required.
Assist relationship management team in maintaining client information and communications in the client relationship management (CRM) system in accordance with firm best practices.
Prepare presentation material for meetings and coordinate with investment, tax or other departments to ensure deadlines are met.
Develop a strong foundational understanding of wealth management topics including; financial, estate and income tax planning.
Plan and coordinate all aspects of client meetings.

Trust/Account Administration and Advice

Develop a strong knowledge of all aspects of Wealth Advisory functions, policies, procedures and best practices, including financial planning and its supporting systems (Global Plus, Salesforce, Wealth View).
Develop strong foundational knowledge of administrative, legal, compliance and tax principles regarding trust administration as well as fundamentals of financial planning.
Become a subject matter expert on all aspects of basic administrative duties including daily transaction processing for cash and securities transfers, check requests, gifts, deposits, routine and semi-complex client requests, account opening, overdraft resolution and any other functions essential to the basic management of client accounts and demonstrate the ability to perform all of these duties without oversight.
Coordinate with Securities Operations and other business partners until transactions or matters are resolved to full completion.

Complex Analysis, Advanced Administration and Project Initiatives

Review and prepare discretionary requests for approval (with the supervision of Relationship Manager/Wealth Advisor).
Review relevant documents and prepare trust summaries, understand and implement power to adjust, trust terminations, distributions, receipt and releases, special asset policies and procedures, attainment of age and other trust administration requirements.
As necessary, transition relationships to new relationship management teams to support internal succession planning.
Participate in special projects and firm-wide initiatives to foster understanding of multidisciplinary wealth management practice areas, effective working relationships with colleagues and peers and to develop presentation skills.

Business Development

Attend Glenmede sponsored events as requested.

Firm Building

Assist and train others, as needed, and perform other duties and responsibilities as assigned.

REQUIRED QUALIFICATIONS:

Bachelor’s degree preferably in accounting, finance or related field required.
1-3 years of experience in financial services, preferably in a fiduciary environment required.

PREFERRED QUALIFICATIONS:

Advanced degree preferred (JD, MBA).
Interest in or progress toward CTFA or CFP designations is preferred.
Knowledge of trust accounting and investment systems strongly preferred.
Superior team orientation.
Advanced knowledge of Microsoft Office.
Self-starter with a great deal of initiative.
Full understanding of client privacy and confidentiality.
Excellent verbal and written communication skills.
Demonstrated competence in the following: organizational and problem-solving skills; ability to work well under pressure; and consistent accuracy and attention to detail.

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!

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.

#LI-Hybrid

Apply Now

Refine Your Search

wealth advisory manager jobs in pennsylvania

Management Associate, Wealth Advisory

Mason-Chimney Installation

Client Administrative Manager

Professional Leaders Seeking a Career Change

Tax Manager

Relationship Manager, Portfolio Management

Relationship Manager, Wealth Advisory

OCIO Portfolio Manager

Advisory Client Relationship Manager

Senior Portfolio Manager

Key Private Bank Senior Relationship Manager

Corporate Advisory & Banking Relationship Manager

Director, Financial Planning (Conshohocken, PA)

Investment Manager - Product Research Associate III - PNC Wealth Management

Portfolio Manager

Management Associate, Portfolio Management

Associate General Counsel - Labor and Employment

40 Act Paralegal

Global Employer Services-Workforce in Transactions Manager

Sales Delivery Specialist - Partner Enablement

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

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