About this role
Relationship Manager, Endowment & Foundation Advisory at Glenmede. Location: Philadelphia, Pennsylvania, United States. Role: managing relationships, preparing reports, administering accounts Requirements: Bachelor's degree and 7+ years advising nonprofit/endowment clients in a regulated investment or nonprofit finance environment; background in accounting/finance/tax; CPA/CFP preferred; advanced Excel, CRM, and portfolio accounting experience; strong communication and analytical skills. Category: Finance and Accounting Seniority: Senior Level Tools: Microsoft Office, Microsoft Excel, CRM, portfolio accounting systems Certifications: cpa, cfp Commitment: Full Time Workplace: Hybrid Languages: English