Director Of Business Development & Strategic Initiatives - Gim

Glenmede Investment Management LP (GIM) is an independently owned boutique asset management firm offering actively managed equity, liquid alternative, fixed income and environmental, social and governance investing strategies through separately managed accounts and mutual funds. GIM serves a global client base of institutions, consultants and advisors through tenured teams and a commitment to consistent decision-making processes. GIM fulfills its commitment to clients by following core principles such as delivery of dynamic, high-quality solutions, direct access to portfolio managers, and transparency from investment philosophy through portfolio construction. Headquartered in Philadelphia, GIM has approximately $11.1 billion of assets under management as of September 30,2023. For further information, please visit http://www.glenmedeim.com.

OVERVIEW:

The primary function of the Director ofBusiness Development & Strategic Initiatives is the management and oversight of all new business and product development for Glenmede Investment Management.

RESPONSIBILITIES:

Sales Leadership and Planning. Oversee the Institutional and Intermediary Sales teams. Set goals and metrics for the two sales teams and review quarterly for their effectiveness. Develop and cultivate your own relationships in coordination with sales teams with consultants, managed account platforms and subadvisory relationships to complement the existing sales personnel. Plan and execute calling program to develop investment flows from existing platforms. Work with the existing sales team to coordinate sales efforts. Travel extensively (approximately 80% time) visiting consultants, platform representatives and decision-makers.

Strategy. Develop business strategy for achieving sales targets. Participate and assist the President with annual budgets developed from the sales goals. Strategic planning and execution on potential additions to product line-up both organically and inorganically developed. Assist in the development and modification of sales material.

Relationship Management. Retain and grow existing institutional product relationships. Assist and assure that the portfolio teams are appropriately trained for presentations. Travel extensively (approximately 80% time) visiting consultants, platform representatives and decision-makers.

New Business. Serve as “team leader” to assure the smooth transition of new business on the books. Work with other staff including Portfolio Managers to develop sales leads.

Marketing & Brand Awareness. Work with other Glenmede groups to foster a cooperative and complementary sales program across Glenmede. Participate in the development of the marketing plans.

Firm Building. Work with GIM President and leadership team in identifying non-correlated investment teams to acquire or “lift-out” to GIM. Work with GIM Operations team to assure GIM is as efficient as possible in its client operations functions. Perform other duties as required by position.

REQUIRED QUALIFICATIONS:

• Bachelor’s Degree or equivalent required.
• Minimum ten – fifteen years sales experience in the investment industry.
• Previous experience managing a sales group.
• Knowledge of competitive landscape, including competing managers and competing platform sponsors.

PREFERRED QUALIFICATIONS:

• CFA or advanced business degree preferred.
• Clear, concise written and verbal communication skills.
• Established relationships in the consultant, plan sponsor, sub-advisory and platform community.
• Understanding of Broker Dealer and Registered Investment Advisory channels and distinguishing features.
• Proven self-starter and good organizational skills.

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.