OCIO Client Service

Philadelphia, United StatesHybridFull-time7–10 yrs experiencePosted 1mo ago

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.

Endowments & Foundations: Empowering our clients to achieve their mission and make a lasting impact.

Every endowment and foundation has a distinct set of values and a defining mission. As a long-standing partner, we share in those values, fully align with your vision and work as one to bring you innovative investment and advisory solutions. With the same goals in mind, we will work together to help position your assets for growth and support your organization to deliver on its commitments.

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

OVERVIEW:

The OCIO Client Service is responsible for developing and maintaining foundation, endowment, charitable trust, and other nonprofit client relationships through excellence in client service. This role serves as the primary point of contact for delivering advice and account administration to client stakeholders including executive staff, board and investment committee members. This role will partner closely with Portfolio Managers to ensure a seamless Outsourced Chief Investment Officer (OCIO) client experience.

RESPONSIBILITIES:

Relationship Management and Client Service

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.

Account Administration

Support the administration of private equity and hedge fund investments, including drawdown fund structures, valuation, tax reporting, and audit requirements.
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.

Team Development

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.

Firm Building

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.

REQUIRED QUALIFICATIONS:

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/or tax preparation.

PREFERRED QUALIFICATIONS:

Professional designation such as CPA or CFP preferred.
Experience and proven success with 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 or fund accounting systems.

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

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About the company

Glenmede

Glenmede is a privately-held investment and wealth management firm that provides investment management, trust and estate services, and philanthropic advisory services.

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Industry: Financial Services
Open roles: 20