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Founded in 1956 by the Pew family to manage their charitable assets, Glenmede is among the nation's leading investment and wealth management firms. The company oversees $41.6 billion of assets under management (as of 9/30/2023), for high-net-worth individuals, families, family offices, endowment, foundation and institutional clients. Headquartered in Philadelphia, the firm has offices in Delaware, Florida, New Jersey, New York, Ohio, Pittsburgh and Washington, DC. For further information, please visit http://www.glenmede.com.
Overview:
Are you looking for a dynamic role as a business development leader in the wealth management industry? Glenmede is looking for a highly motivated, experienced Business Development Director to build sales opportunities and help expand our clientele in the New York metro market. We deliver white glove trust and wealth management services to high net worth and ultra high net worth individuals and institutions. This position is integral to the achievement of the firm’s growth and continued success.
The position will have significant level of authority and responsibility over the local sales and marketing efforts, and is expected to be a leader in the firm.
We are open to having this role be based out of our Morristown, NJ or New York, NY office.
Responsibilities:
The primary role of the Business Development Director is to facilitate new business for Glenmede in the New York metropolitan area. This role will be responsible for identifying, developing, and deepening prospect relationships to thoroughly understand the prospect’s situation, utilize that knowledge to develop tailored wealth and investment management strategies, and shepherd opportunities to closed new business hitting annual new business goals.
Business Development and Prospecting. Meaningfully contribute to the growth of new revenues by developing new business referrals and closing new opportunities measured against annual sales revenue targets.
Networking & Marketing. Build a valued personal and corporate profile and brand awareness in the community.
Prospect & Client Engagement. Assess a prospect’s current financial situation and assist in identifying appropriate solutions to help prospective client attain their wealth objectives. Lead and close new client meetings:
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 to create a better client experience.
Required Qualifications:
Preferred Qualifications:
Other:
A heavy local travel schedule is expected in and around the NY metro and the surrounding communities, including evening and weekend events. Travel to out of state locations for company-wide events or prospects and clients is expected up to 10%.
Salary Range: $150,000 - $220,000 a year
Actual compensation packages are based on several factors unique to each candidate, including but not limited to job-related knowledge and skills, experience, education/training, business needs, market demands, and geographical location. Base salary is only part of the total compensation package.
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 to providing employees with a work environment free of discrimination, retaliation, and harassment. All employment 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 race, color, religious creed or belief, national origin, citizenship status, ethnicity, ancestry, age, physical or mental disability, HIV Status, sex including pregnancy, childbirth, breastfeeding or medical conditions related to breastfeeding, and medical conditions related to pregnancy or childbirth, gender, sexual orientation, gender identity and/or expression including a person’s actual or perceived gender-related self-image, appearance, behavior, expression, or other gender-related characteristic, regardless of the sex assigned to that person at birth, sexual and reproductive health decisions, marital, civil union or domestic partnership status, past or present military service, alienage or citizenship status, family medical history (including pregnancy), genetic information or characteristic, family or parental status, caregiver status, status as a victim of domestic violence, an individual’s status as having a known relationship or association with a member or members of a protected category, hair texture and protective hairstyles, such as braids, locks, and twists, or any other 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.
Full Time
Investment Management
$157k-197k (estimate)
02/18/2024
04/24/2024
www.glenmede.com
Philadelphia, Pennsylvania
200 - 500
Michael Ngobili
$50M - $200M
Investment Management
Founded in 1956, Glenmede is an independent investment and wealth management firm with offices in Philadelphia, New York, Wilmington, Morristown, Princeton, and Cleveland.
The job skills required for Business Development Director include Business Development, Presentation, Initiative, Planning, Prospecting, Written Communication, etc. Having related job skills and expertise will give you an advantage when applying to be a Business Development Director. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Business Development Director. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Business Development Director positions, which can be used as a reference in future career path planning. As a Business Development Director, it can be promoted into senior positions as a Top Division Business Development Executive that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Business Development Director. You can explore the career advancement for a Business Development Director below and select your interested title to get hiring information.