Hybrid Management Associate, Fiduciary Practices bei Glenmede

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 (Philadelphia, PA).

OVERVIEW:

Glenmede is seeking a motivated and client-service-oriented Fiduciary Associate to join our Fiduciary Practices Team. As a key support to Glenmede’s relationship teams and fiduciary specialists, you will assist in reviewing trust documentation, coordinating fiduciary review for new account on-boarding, and driving administrative processes forward. This role offers growth potential, with opportunities to develop technical expertise and advance within a collaborative and high-performing organization.

This position acts as a central point of contact and ambassador for the Fiduciary Practices Team among the broader organization. This is a visible role within Glenmede which requires attention to detail, a client service mindset and the ability to multi-task and prioritize.

RESPONSIBILITIES:

New Business Activity. 

• Support fiduciary specialists in review of new business opportunities to ensure consistent client experience, adherence to stellar fiduciary standards and minimize risk to Glenmede. 
• Coordinate with Client Onboarding Specialists to efficiently on-board new trust relationships. 
• Partner with Business Development and Relationship Management colleagues to facilitate smooth additions and on-boarding of trust relationships. 

Trust Distributions. 

• Support Glenmede’s internal fiduciary committee by managing meeting logistics, preparing briefing materials and supporting reporting for accuracy and completeness.        
• Develop deep relationships with committee members and relationship management teams to facilitate committee consideration and issue resolution. 

Oversight and Reporting. 

• Gather and validate data related to trust administration to ensure adherence to sound fiduciary principles. 
• Ensure collection and organization of required documentation to support trust administration. 
• Work closely with legal and compliance and risk to ensure reporting aligns with internal controls. 
• Maintain procedures to support compliance.  
• Develop and maintain efficient reporting processes and controls. 
• Recommend and implement enhancements to improve data quality and accuracy. 

Special Projects.  

• Track and support meeting project timelines, milestones and deliverables for fiduciary special projects. 
• Identify opportunities to streamline administrative work flows. 
• Support implementation of best practices in fiduciary practices group. 
• Perform other duties as required by the position and assist with special projects.

REQUIRED QUALIFICATIONS:

• Bachelor’s degree required.
• Minimum 3 years’ experience in administrative support.

PREFERRED QUALIFICATIONS:

• Fundamental knowledge of trust and fiduciary concepts, estate planning and taxation.
• Strong research and communication skills.
• Ability to communicate complex topics effectively, both orally and in writing, with clients, intermediaries and colleagues across the organization.
• Proficient with Microsoft Office applications.
• Experience in Salesforce. 

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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