Business Development Analyst, GIM

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.

Glenmede Investment Management: Exceeding client expectations through our consistent approach to active management, unparalleled access to our team of experts and excellent service.

Our professionals are dedicated to outperforming our clients' expectations. Going above and beyond is our imperative. We work to keep clients a step ahead in today's markets by consistently using our insights, rigor and discipline to develop differentiated strategies - even if it means taking a new path when others are headed in a different direction.

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

OVERVIEW:

Glenmede Investment Management is seeking a motivated individual with proven organizational and analytical skills to support the external sales team in prospecting efficiency, sales targeting and investment strategy analysis. Responsibilities will include territory analysis, investment strategy competitive analysis and product positioning. The analysis will assist the sales team in acquiring, developing, and maintaining relationships with financial advisors, institutional investors and investment consultants. The Business Development Associate should be a self-starter who is comfortable managing complex and evolving situations. A background in investment manager research, data analysis and portfolio construction are ideal. The Business Development Associate will be a team player, resourceful, and selfless in the execution of all tasks. Primary responsibilities are arming the Business Development Officers with information to assist in developing new business and maintaining existing relationships with investors across our suite of investment strategies.

RESPONSIBILITIES:

Support Business Development Officers:

• Provide data and analysis to support Business Development Officers to efficiently attain sales, growth, and revenue goals.
• Jointly develop and execute sales plan strategies across sales teams.
• Identify sales opportunities and client needs, advance relationships and introduce new concepts.
• Assist in the creation and management of the territory plans.
• Handle daily territory management tasks to ensure maximum business efficiency, e.g. update and maintain CRM, identify opportunities and searches.
• Organize and implement regular portfolio manager updates, conference calls and newsletters.

Maintaining Existing Relationships:

• Mediate and resolve escalated client service issues when necessary.
• Ability to converse knowledgeably with clients and other key personnel about investment solutions and current economic and market conditions.

Firm Building:

• Work with various departments/individuals within the organization to provide exceptional service to our clients and prospects.
• Perform other product and sales support duties as required by position.

REQUIRED QUALIFICATIONS:

• Bachelor's degree required.
• Three to five years of industry experience required.

PREFERRED QUALIFICATIONS:

• SIE exam and Series 7 and 63 licensed strongly preferred.
• Prior experience with Morningstar, eVestment and Factset databases preferred.
• Experience in investment manager research, product positioning and investment strategy competitive analysis strongly preferred.
• Proficient in MS Office including Excel, Knowledge of CRM and sales reporting packages. Ability to learn and adapt to new technologies.
• Understanding of financial/capital markets, mutual funds, group and individual retirement plan products, separately managed accounts, alternative investment and other investment vehicles.
• Strong work ethic, high integrity detail oriented, and strong values.
• Sound communication and interpersonal skills. Exceptional verbal and writing skills.
• Problem solving abilities; includes the appropriate people in the decision-making process.

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 Employer and Prohibits Discrimination and Harassment of Any Kind: Glenmede is committed to the principle of equal employment opportunity for all employees and applicants and to providing employees with a work environment free of discrimination, retaliation, and harassment. All employment decisions, including hiring decisions, at Glenmede are based on business needs, job requirements and individual qualifications in full compliance with all local, state and federal laws prohibiting discrimination on the basis of any status protected by the laws or regulations in the locations where we operate. Glenmede will not tolerate discrimination or harassment based on any of these characteristics. 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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