JobID: 210668767 JobSchedule: Full time JobShift: Base Pay/Salary: Boston,MA $128,250.00-$195,000.00 Are you customer focused, enjoy building relationships and providing financial solutions to your clients? You have found the right team.
As a Treasury Management Officer in Commercial Banking, you will generate new treasury management business and maintain relationships with clients. You will leverage your deep treasury product knowledge to develop and execute a localized market and product strategy while developing partnerships with Bankers, Client Service, Product Leadership (Core Cash, Card and Commerce Solutions) and Implementation teams.
Job responsibilities
* Grow revenue by successfully prospecting and sourcing new treasury management business while retaining and expanding existing customer relationships
* Create strategic dialogues around key client-centric issues, incorporating best practices, industry benchmarking, opportunity quantification and solution positioning
* Collaborate with bankers and clients at senior and strategic levels to proactively provide integrated treasury solutions within a consultative and client driven framework
* Independently lead business process reviews aligned to key client sales opportunities and engage industry solutions specialist for complex client business process reviews
* Raise new solution ideas while partner with internal product stakeholders to represent the client perspective in the development and evolution of complex products and solutions
* Deliver thought leadership to the market, prospects and clients on the working capital solutions at client roundtables, industry conferences, webinars, and professional media platforms
* Manage the non-credit risk for customer portfolio and monitor and enhance profitability of all assigned relationships
Required qualifications, capabilities, and skills
* 6+ years of cash management, sales and relationship management experience
* Success developing new business with focus on prospecting utilizing strong selling and negotiation skills
* Knowledge and understanding of Treasury Service products, credit and risk process, overdraft management discipline, and pricing philosophy
* Excellent verbal and written communication skills
* Ability to develop strong working relationships with clients, colleagues, external centers of influence (COI), and external consulting organization
* Strong time management, organizational and planning skills
* Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor
Preferred qualifications, capabilities, and skills
* Bachelor's degree
* Certified Treasury Professional designation
* Strong creative solution and problem-solving abilities
$128.3k-195k yearly Auto-Apply 7d ago
Looking for a job?
Let Zippia find it for you.
Public Safety Sergeant
Steiner + Associates 4.6
Columbus, OH
Job Title: Public Safety Sergeant Status: Full-Time | Non-Exempt Reports To: Public Safety Lieutenant
The Public Safety Sergeant is responsible for overseeing daily public safety operations and supervising officers and dispatch staff to maintain a safe, secure, and welcoming environment for guests, tenants, employees, and property at Easton Town Center. This role provides leadership on assigned shifts, ensures compliance with safety procedures, responds to incidents and emergencies, and supports ongoing training, performance management, and operational improvement.
Key Responsibilities:
Supervise, schedule, train, and evaluate public safety officers and dispatchers
Conduct shift briefings (roll call) and assign patrol and operational duties
Oversee vehicle and foot patrols, parking compliance, and tour checks
Respond to and manage incidents, emergencies, injuries, and investigations
Ensure compliance with SOPs and the Easton Town Center Code of Conduct
Review incident reports, daily logs, and documentation for accuracy and completeness
Coordinate with local law enforcement, fire, and EMS agencies as needed
Maintain equipment readiness and submit support requests as necessary
Address guest, tenant, and employee concerns professionally and escalate when required
Identify operational trends and make staffing or process recommendations
Qualifications:
At least 21 years of age with a valid driver's license
High School Diploma or GED required (college preferred)
2-3 years of public safety or security leadership experience preferred
Strong leadership, communication, and decision-making skills
Able to work a flexible schedule including nights, weekends, and holidays
Physical / Work Requirements:
Steiner Real Estate Services is proud to be an Equal Employment Opportunity employer that is committed to inclusion and diversity. We seek individuals from all backgrounds to join our team and encourage our employees to bring their authentic selves to work.
Steiner Real Estate Services will not tolerate discrimination and harassment of any type regarding race, color, religion, national origin, age, sex, veteran status, gender identity, sexual orientation, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
We offer competitive pay plus benefits including Medical/Dental/Vision/Life and Disability Insurance and 401k.
Ability to stand, walk, climb stairs, and work outdoors in varying conditions
Ability to lift up to 50 pounds
Strong written and verbal communication skills
EEO STATEMENT
Steiner Real Estate Services is proud to be an Equal Employment Opportunity employer that is committed to inclusion and diversity. We seek individuals from all backgrounds to join our team and encourage our employees to bring their authentic selves to work.
Steiner Real Estate Services will not tolerate discrimination and harassment of any type regarding race, color, religion, national origin, age, sex, veteran status, gender identity, sexual orientation, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
We offer competitive pay plus benefits including Medical/Dental/Vision/Life and Disability Insurance and 401k.
$39k-50k yearly est. 46d ago
First Shift Class A Manual Transmission
ITDS
Blue Ash, OH
Job Title: Local Shuttle Driver - Class A CDL We are seeking a reliable and experienced Class A CDL driver to join our team as a local shuttle driver. As a local shuttle driver, you will be responsible for moving trailers between our warehouse and plant, ensuring timely and efficient delivery of goods. If you have a strong work ethic and excellent driving skills, we encourage you to apply for this exciting opportunity.
Responsibilities:
Safely operate a Class A CDL vehicle to transport trailers between our warehouse and plant
Maintain accurate records of deliveries and pickups
Ensure compliance with all safety regulations and company policies
Perform pre- and post-trip inspections on vehicles and trailers
Work Schedule:
Monday to Friday, 5am-3pm
Saturday, As needed
Benefits:
Competitive hourly rate $27.00
OT after 40 hours
$1000.00 sign-on bonus
No wait for holiday pay - receive holiday pay immediately!
Opportunities for career growth and advancement
Requirements:
Valid Class A CDL license
Minimum 1 year of experience as a Class A CDL driver
Clean driving record
Excellent communication and customer service skills
What We Offer:
A stable and secure work environment
Opportunities for professional growth and development
A team-oriented and supportive work culture
If you are a motivated and experienced Class A CDL driver looking for a new challenge, apply today!
1 year of verifiable CDL-A tractor trailer driving experience
• No more than 3 moving violations within the last 3 years; no more than 2 moving violations within the last 12 months
• No more than 1 serious traffic violation within the last 3 years
• No preventable collisions within the last 3 years involving: rearend; rollover; work/construction zone related/occurrence
$27 hourly 60d+ ago
CIB Payments- Product- United States- 2026 ReEntry Program
Jpmorgan Chase & Co 4.8
Columbus, OH
JobID: 210685750 JobSchedule: Full time JobShift: Day Base Pay/Salary: New York,NY $78,000.00-$129,000.00; Jersey City,NJ $78,000.00-$129,000.00; Chicago,IL $64,000.00-$115,000.00; Boston,MA $78,000.00-$129,000.00; Newark,DE $64,000.00-$115,000.00; Palo Alto, CA $78,000.00-$129,000.00; Seattle,WA $78,000.00-$129,000.00
About the Program
At JPMorganChase, we recognize that rewarding careers do not always follow a conventional path. We value the diversity, fresh perspective and wealth of experience that returning professionals can bring.
The ReEntry program offers experienced professionals, who are currently on an extended career break of at least two years, the support and resources needed to relaunch their careers. The program spans over 30 locations worldwide.
The ReEntry Program is a 15-week fellowship program, beginning April 20, 2026 and ending July 31, 2026 with the prospect of an offer for permanent employment with JPMorganChase at the end of the program. The permanent placements will be based on both business needs and candidate skill set.
Please refer to our ReEntry Overview page for further information regarding the Program.
Commercial & Investment Bank
The Commercial & Investment Bank is a global leader across investment banking, payments, markets and securities services. The world's most important corporations, governments and institutions entrust us with their business in more than 100 countries. We provide strategic advice, raise capital, manage risk and extend liquidity in markets around the world.
Group Overview:
Payments combines our treasury services, trade, card and merchant services capabilities to help clients pay customers or employees, in different currencies, around the world. Focused on helping our clients navigate a challenging era of digital transformation and evolving customer expectations, JPMorgan Chase processes nearly $10 trillion payments daily, and is #1 in USD payments volume.
LOBs: Treasury Services, Trade & Working Capital, Kinexys, FIG Sales, Clearing, Liquidity, Digital Channels, eCommerce Sales, Commercial Card, Merchant Services, Strategy & Transformation
What We Look For:
Creative and innovative team players with analytical, technical, problem solving, planning and organizational skills. Individuals must have strong interpersonal skills and be able to communicate effectively in presentations, expressing complex financial strategies in an organized and articulate manner. The ability to relate well to external clients and internal partners and establishing strong working relationships.
$78k-129k yearly Auto-Apply 57d ago
SECURITY/SERGEANT
Kroger 4.5
Delaware, OH
Serve our business community by professionally assisting management in the protection of our property and personnel. Supervise the overall operation of the entrance gate. Demonstrate the company's core values of respect, honesty, integrity, diversity, inclusion and safety.
From one tiny Cincinnati grocery store more than a century ago, we've grown into what today is the nation's largest grocer with nearly 2,800 stores in 35 states operating under 28 different names. As America's grocer, we take pride in bringing diverse teams with a passion for food and people together with one common purpose: To Feed the Human Spirit. With a history of innovation, we work tirelessly to create amazing experiences for our customers, communities AND each other, with food at the heart of it all.
Here, people matter. That's why we strive to provide the ingredients you need to create your own recipe for success at work and in life. We help feed your future by providing the value and care you need to grow. If you're caring, purpose-driven and hungry to learn, your potential is unlimited.
Whether you're seeking a part-time position or a new career path, we've got a fresh opportunity for you. Apply today to become part of our Kroger family!
What you'll receive from us:
The Kroger Family of Companies offers comprehensive benefits to support your Associate Well-Being, including Physical, Emotional, Financial and more. We'll help you thrive, with access to:
* A wide range of healthcare coverage, including affordable, comprehensive medical, dental, vision and prescription coverage, through company plans or collective bargaining agreement plans.
* Flexible scheduling in full- and part-time roles with paid time off, including holiday and sick pay based on eligibility and length of service.
* Emotional and financial support with free counseling through our Employee Assistance Program and free, confidential financial tools and coaching with Goldman Sachs Ayco.
* Valuable associate discounts on purchases, including food, travel, technology and so much more.
* Up to $21,000 in tuition reimbursement over your career, through our industry-leading Continuing Education program.
* Vast potential for growth, through an abundance of industry-leading training programs and diverse career pathways.
For more information about benefits and eligibility, please visit our Benefits Page!
Minimum
* High school diploma or general education degree (GED), plus six months' investigation experience, one year supervisory experience, one year retail or private security experience; or combination of relevant experience and education
* Minimum 18 years of age
* Ability to pass drug test
* Ability to pass a typing and writing test
* Ability to work weekends on a regular basis and overtime on a frequent basis
* Ability to work any shift
* Ability to maintain confidentiality
* Accuracy/attention to detail
* Ability to organize/prioritize tasks/projects
* Proficient in Microsoft Outlook, Word, Excel and site specific computer programs
* Ability to travel independently
* Valid driver's license
* Department of Public Safety Standards and Training (DPSST) Certification (Oregon only)
Desired
* Knowledge of company policies, procedures, and organizational structure
* Experience driving a patrol cart
* Experience with Closed Circuit TV/radio monitoring systems, multi-line telephone systems and personal computers
* CPR/First Aid certified
* Experience directing and participating on project teams
* Ability to continue education
* Deliver and encourage other associates to deliver excellent customer service
* Verify all policies and procedures are followed in accordance with the Kroger Logistics Loss Prevention Manual and site specific procedure manual
* Assist Distribution Center Loss Prevention Manager in developing and implementing operational procedures
* Conduct training of new associates in gate operations and procedures
* Report and document policy/safety violations
* Provide detailed reports and investigative information to Distribution Center Loss Prevention Manager
* Assist in coordinating security requirements for Distribution Center activities
* Monitor vehicle and pedestrian traffic
* Inspect alarm systems to maintain functional operation
* Respond to emergencies on complex
* Monitor Closed Circuit TV
* Supervise and coach direct reports in the performance of their duties; complete performance reviews and provide feedback to direct reports
* Must be able to perform the essential functions of this position with or without reasonable accommodation
$39k-56k yearly est. Auto-Apply 8d ago
Treasury Management Officer
First Federal Lakewood 4.2
Lakewood, OH
Full-time Description
The Treasury Management Officer develops new depository business, managing all elements of the sales cycle to include business development, prospect qualifications, needs analysis and closing. Responsible for all sales of depository solutions to existing and prospective clients. We are looking for a level 1, 2, or 3.
Duties and Responsibilities Level 1:
Develops new cash management business by calling on current and prospective customers; negotiates deposit pricing and terms within approval limits; builds deposit relationships by cross-selling cash management and bank products and services; works with loan officers and branch managers to present businesses with the best deposit services to meet their needs. Strives to develop and hone sales skills while being open to coaching and direction.
Works with experienced team members to understand and build experience with needs analysis processes. Responsible for all customer and/or prospect needs analysis. Manages the sales process to include depository proposal to implementation; in conjunction with loan officers and/or individual basis.
Builds, develops and maintains profitable depository relationships with new and existing customers. Focused on building professional network for the purpose of future business growth.
Builds relationships with loan officers. Coordinates sales efforts with loan officers in order to acquire new business and strengthen existing relationships.
Works with the commercial lending team to ensure ongoing customer service is provided to all business depository customers.
Projects a positive image of the organization while participating in community activities. Follows the lead of experienced team members while striving to enhance the bank's image/visibility and to form and strengthen business contacts and banking customer relationships.
Develops understanding of nuances of public fund customers including courts, cities, universities, hospitals; etc. Manages customer relationships with these organizations.
Grows relationship and understanding of internal partnership with Marketing department. As assigned, works with Marketing to develop materials to be used by other calling officers for purposes of cross-selling non-credit business products and services; prepares sales presentations and proposals, including analysis of client accounts to determine the optimum cash management products to save them time and money; maintains knowledge of bank products and services; assists Marketing department in developing new non-credit business services and manages the rollout of the services.
Builds acumen and keeps up-to-date with government regulations and the bank's policies and procedures regarding lending, savings, and related operations and procedures; keeps current with competitive product and service offerings to maintain a level of knowledge consistent with industry demands.
Assists with training other lending officers in the bank's non-credit business products so they can recognize sales opportunities to refer to cash management area; ensures that the cash management program and calling efforts are in compliance with the bank's regulatory policies, procedures, and guidelines.
Assists with managing service providers and vendors effectively; structures relationships with service providers in a strategic manner; sets expectations; develops performance metrics; measures vendor performance, provides feedback and holds accountable.
Complies with all applicable banking laws and regulations, including, but not limited to the Bank Secrecy Act, USA Patriot Act, and related anti-money laundering statutes, and federal consumer protection legislation and regulations.
Other Duties as assigned.
Job Requirements
Qualifications and Skills Level 1:
1-3 years of experience in banking or financial services is required.
Sales experience is preferred.
Certified Treasury Professional or willingness to complete certification is required.
Proficiency in MS Office [Outlook, Excel, Word] or similar software is required, Cleartouch, Nautilus, various government and investor software/web portals is preferred. CRM is preferred.
Bachelor's degree in Business Administration (or other related field) OR equivelant experience is required. Master's degree is preferred.
Duties and Responsibilities Level 2:
On top of the duties and responsibilities listed in Level 1, the duties and responsibilities for Level 2 include:
Responsible for all customer and/or prospect needs analysis. Manages the sales process to include depository proposal to implementation; in conjunction with loan officers and/or individual basis.
Manages public funds on behalf of courts, cities, universities, hospitals; etc. Manages customer relationships with these organizations.
Trains other lending officers in the bank's non-credit business products so they can recognize sales opportunities to refer to cash management area; ensures that the cash management program and calling efforts are in compliance with the bank's regulatory policies, procedures, and guidelines.
Manages service providers and vendors effectively; structures relationships with service providers in a strategic manner; sets expectations; develops performance metrics; measures vendor performance, provides feedback and holds accountable.
Other Duties as assigned.
Job Requirements
Qualifications and Skills Level 2:
On top of the qualifications and skills listed in Level 1, the qualifications and skills for Level 2 include:
3-5 years of experience in banking or financial services is required.
1-3 years of demonstrated success in a sales role is required.
Duties and Responsibilities Level 3:
On top of the duties and responsibilities listed in Level 1 and 2, the duties and responsibilities for Level 3 include:
Uses extensive experience, sales skills and networking to develop new cash management business.
Takes the lead in identifying and registering for appropriate community activities.
Utilizes extensive experience to manage public funds on behalf of courts, cities, universities, hospitals; etc.
Serves as subject Matter Expert for non-credit business products. Trains other lending officers in the bank's non-credit business products so they can recognize sales opportunities to refer to cash management area; ensures that the cash management program and calling efforts are in compliance with the bank's regulatory policies, procedures, and guidelines.
Manages service providers and vendors effectively; structures relationships with service providers in a strategic manner; sets expectations; develops performance metrics; measures vendor performance, provides feedback and holds accountable.
Other Duties as assigned.
Job Requirements
Qualifications and Skills Level 3:
On top of the qualifications and skills listed in Level 1 and 2, the qualifications and skills for Level 3 include:
3 + years of demonstrated, progressive success in a sales role is required.
Certified Treasury Professional is required.
Physical Environment:
While performing the duties of this job, the employee is regularly required to lift, walk, stand, sit, bend, reach with hands and arms, climb, push/pull, use hands, and see, hear and speak.
The employee must occasionally lift and/or move up to 25 pounds.
The noise level in the work environment is usually quiet to moderate.
This position is performed in an office setting, five days a week with typical work hours being 8.30a through 5.15p.
The duties outlined above are a summary and may not be an exhaustive or comprehensive list of all possible responsibilities, tasks, and duties. All job descriptions may be amended at any time at the sole discretion of FMHC.
We are an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.
$60k-109k yearly est. 60d+ ago
Relationship Management Officer, Wealth Advisory
Glenmede 4.6
Beachwood, OH
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 (Cleveland, OH), however you are expected to be in the office full time for the first 90 days.
OVERVIEW:
The Relationship Management Officer, Wealth Advisory position is part of an interdisciplinary private client wealth management team responsible for goals-based wealth management, effective trust administration, and overall excellence in client experience. This position will provide day-to-day client management for designated relationships and will provide Wealth Advisory service and support for other designated relationships. The scope of responsibilities includes relationship management, fiduciary and account administration, wealth advice, 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: Manage designated client relationships and provide client service and support for moderately complex relationships as a part of an interdisciplinary Relationship Management team. Identify client needs, address client concerns, resolve issues (with guidance from senior officers where appropriate) and respond to client inquiries while keeping relevant parties involved. Effectively communicate with clients, external partners and colleagues regarding fiduciary, tax, legal, administrative, investment and other wealth management matters. Plan and prepare for client meetings, including pre-call, preparation of meeting materials and post-meeting follow up.
Fiduciary and Account Administration: Serve as fiduciary advisor for designated clients, including preparing summaries and recommendations for discretionary actions, communicating with trustees and beneficiaries, administering special assets, preparing annual trust reviews, preparing and maintaining Client Wealth Objectives, and ensuring that fiduciary standards and practices are observed at all times. In addition, provide daily administration for trust and investment accounts, including transaction management and/or execution, overdraft and tax lot management, account opening, set-up and funding, account termination, and other administrative functions in support of Relationship Management team clients. Consult with Fiduciary Practices Committee, Trust Counsel, Tax, Portfolio Management, beneficiaries, outside trustees, attorneys and CPAs as appropriate.
Wealth Advisory: Exhibit strong knowledge of relevant aspects of wealth advisory for all account types and provide client-appropriate advice, with guidance from senior officers, where appropriate. Prepare Wealth Advisory materials for client meetings in collaboration with Wealth Planning, Portfolio Management, Tax and other team members, including relationship summaries, goals-based wealth plans and trust synopses. Analyze and interpret relevant legal documents including wills, trusts, agreements and entity documents, and explain to clients basic to moderately complex estate, tax and financial plans (including net worth, cash flow, and Monte Carlo analysis).
Firm Building: Participate in special projects and firm-wide initiatives to deepen understanding of multidisciplinary wealth management practice areas, create effective working relationships with colleagues and peers across the firm, and to develop effective presentation skills. Collaborate with colleagues and associates across the firm to enhance best practices, engage appropriate resources and foster strong team dynamics. As part of an integrated wealth management team, hold a basic understanding of asset classes, allocation, risk and Prudent Investor standards, as well as Glenmede's investment philosophy and process, with the ability to effectively communicate relevant basic principles to clients. Participate in new business development and presentations for prospective clients, develop referrals and expand client relationships, cultivate your professional network consistent with Glenmede's reputation and business goals.
REQUIRED QUALIFICATIONS:
* Bachelor's degree required.
* 5+ years of experience in financial services, preferably in a fiduciary operating environment or in a wealth management, law or accounting firm.
PREFERRED QUALIFICATIONS:
* Advanced degree/certification preferred. (JD, MBA, CTFA, CFP, CPA)
* Knowledge of trust management, financial planning, philanthropic planning and fiduciary law.
* Strong verbal and written communication skills for effective interactions with clients, colleagues and external advisors.
* Detail-oriented, especially with financial calculations and administrative requirements. Full understanding of client privacy and confidentiality.
* Superior team orientation.
* Command of Microsoft Office and ability to adapt to investment and wealth management-oriented IT applications (e.g. Salesforce, Global Plus, eMoney, InvestEdge).
Headquartered in Philadelphia, PA, Glenmede has 9 office locations in the US. For further information, please visit ************************
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. ****************************************************
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
$35k-60k yearly est. 60d+ ago
Relationship Management Officer, Wealth Advisory
Glenmede Trust Co 4.6
Beachwood, OH
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 (Cleveland, OH), however you are expected to be in the office full time for the first 90 days.
OVERVIEW:
The Relationship Management Officer, Wealth Advisory position is part of an interdisciplinary private client wealth management team responsible for goals-based wealth management, effective trust administration, and overall excellence in client experience. This position will provide day-to-day client management for designated relationships and will provide Wealth Advisory service and support for other designated relationships. The scope of responsibilities includes relationship management, fiduciary and account administration, wealth advice, 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: Manage designated client relationships and provide client service and support for moderately complex relationships as a part of an interdisciplinary Relationship Management team. Identify client needs, address client concerns, resolve issues (with guidance from senior officers where appropriate) and respond to client inquiries while keeping relevant parties involved. Effectively communicate with clients, external partners and colleagues regarding fiduciary, tax, legal, administrative, investment and other wealth management matters. Plan and prepare for client meetings, including pre-call, preparation of meeting materials and post-meeting follow up.
Fiduciary and Account Administration: Serve as fiduciary advisor for designated clients, including preparing summaries and recommendations for discretionary actions, communicating with trustees and beneficiaries, administering special assets, preparing annual trust reviews, preparing and maintaining Client Wealth Objectives, and ensuring that fiduciary standards and practices are observed at all times. In addition, provide daily administration for trust and investment accounts, including transaction management and/or execution, overdraft and tax lot management, account opening, set-up and funding, account termination, and other administrative functions in support of Relationship Management team clients. Consult with Fiduciary Practices Committee, Trust Counsel, Tax, Portfolio Management, beneficiaries, outside trustees, attorneys and CPAs as appropriate.
Wealth Advisory: Exhibit strong knowledge of relevant aspects of wealth advisory for all account types and provide client-appropriate advice, with guidance from senior officers, where appropriate. Prepare Wealth Advisory materials for client meetings in collaboration with Wealth Planning, Portfolio Management, Tax and other team members, including relationship summaries, goals-based wealth plans and trust synopses. Analyze and interpret relevant legal documents including wills, trusts, agreements and entity documents, and explain to clients basic to moderately complex estate, tax and financial plans (including net worth, cash flow, and Monte Carlo analysis).
Firm Building: Participate in special projects and firm-wide initiatives to deepen understanding of multidisciplinary wealth management practice areas, create effective working relationships with colleagues and peers across the firm, and to develop effective presentation skills. Collaborate with colleagues and associates across the firm to enhance best practices, engage appropriate resources and foster strong team dynamics. As part of an integrated wealth management team, hold a basic understanding of asset classes, allocation, risk and Prudent Investor standards, as well as Glenmede's investment philosophy and process, with the ability to effectively communicate relevant basic principles to clients. Participate in new business development and presentations for prospective clients, develop referrals and expand client relationships, cultivate your professional network consistent with Glenmede's reputation and business goals.
REQUIRED QUALIFICATIONS:
Bachelor's degree required.
5+ years of experience in financial services, preferably in a fiduciary operating environment or in a wealth management, law or accounting firm.
PREFERRED QUALIFICATIONS:
Advanced degree/certification preferred. (JD, MBA, CTFA, CFP, CPA)
Knowledge of trust management, financial planning, philanthropic planning and fiduciary law.
Strong verbal and written communication skills for effective interactions with clients, colleagues and external advisors.
Detail-oriented, especially with financial calculations and administrative requirements. Full understanding of client privacy and confidentiality.
Superior team orientation.
Command of Microsoft Office and ability to adapt to investment and wealth management-oriented IT applications (e.g. Salesforce, Global Plus, eMoney, InvestEdge).
Headquartered in Philadelphia, PA, Glenmede has 9 office locations in the US. For further information, please visit ************************
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. ****************************************************
** 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