Director of Sustainable Investing

Sustainable Investing Framework and Expertise

• Contribute the sustainable investing perspective to Glenmede’s investment platform, helping develop and refine the frameworks used to assess mission and values alignment and inform strategy evaluation and appropriate client utilization.
• Partner with the Manager Research Group, and where appropriate business-line investment teams, contributing a sustainable investing perspective on strategies under evaluation for the platform.
• Help establish and maintain clear definitions, decision frameworks, documentation standards, and governance, including the discipline around intended versus unintended deviation and return concession.
• Ensure the platform is implementable and scalable, with appropriate escalation paths between relationship and portfolio management teams and the Sustainable Investing group.

Client Relationship Support

• Serve as a senior subject-matter expert in client and prospect meetings, particularly for complex, highly engaged, and mission-focused relationships.
• Support relationship managers and portfolio managers in translating client mission, values, and investment objectives into portfolios.

Business Development and Growth

• Source opportunities through industry presence, centers of influence, and allocator-level conference access.
• Hand off opportunities to Business Development for qualification, development, and conversion, and re-engage selectively where differentiated expertise supports closing.
• Define and measure the platform’s contribution to the business using balanced metrics that distinguish sourcing, influence, development, and closing.

Thought Leadership and External Representation

• Advance Glenmede’s external presence and market perspective through thought leadership on sustainable and mission-aligned investing.
• Connect published perspectives explicitly to capabilities Glenmede can deliver.
• Represent the firm at conferences, with industry organizations, and in other external forums.

Institutional Stewardship

• Lead and develop the Sustainable Investing team, fostering collaboration, accountability, and continued professional growth.
• Steward established institutional infrastructure, including the Sustainable Advisory Council, the internal Guiding Coalition, and the Best Practices program, and extract increasing practical value from each.
• Develop training, tools, and resources that help relationship and portfolio managers communicate sustainable investing capabilities with confidence.

Firm Building

• Active engagement in department-specific and firm-wide initiatives to expand capabilities, create solutions to unmet business needs, improve client experience, or develop more efficient processes.
• Contribute to the advancement of team, office, and business capabilities.
• Participate in ad hoc projects requested by management.

• Bachelor’s degree.
• 10+ years of experience in investment management, wealth management, or a related field, including meaningful experience in sustainable, mission-aligned, or impact investing.
• Demonstrated experience leading a platform, program, or investment capability across multiple stakeholders or business lines.
• Experience in client-facing or advisory settings with sophisticated individual or institutional clients.

• CFA, CAIA, CIMA, or comparable designation or advanced degree in a related field.
• Investment familiarity and fluency, particularly with manager evaluation and multi-manager portfolio construction.
• Practical business judgment, with the ability to balance client objectives, investment considerations, and firm priorities.
• Established credibility and relationships within the sustainable investing industry.
• Strong client-meeting presence and demonstrated ability to build trust.
• Excellent written and oral communication skills, with a clear point of view and the ability to articulate a vision for the platform.
• Emotional intelligence, humility, and a demonstrated ability to partner across investment, relationship management, and business development teams.
• Experience defining and measuring business-line metrics.
• Ability and willingness to travel as needed.

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!